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Victory Portfolios II VictoryShares Core Intermediate Bond ETF
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Overview Fund Activity

113 hedge funds and large institutions have $2.12B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 60 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
113
Holders Change
-5
Holders Change %
-4.24%
% of All Funds
1.54%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.24%
New
14
Increased
60
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
SouthState Corp
Florida
$36.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$139M
3
LPL Financial
3
LPL Financial
California
$73.6M
4
USAA
4
United Services Automobile Association
Texas
$114M
5
ACG
5
Allen Capital Group
Nebraska
$36.4M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$641K
2
OPS
2
Orion Portfolio Solutions
Nebraska
$641K
3
Charles Schwab
3
Charles Schwab
California
$263M
4
RA
4
Riversedge Advisors
Delaware
$0
5
Victory Capital Management
5
Victory Capital Management
Texas
$848M
Name Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
1
Victory Capital Management
Texas
$848M 18,072,145 -223,526 -1%
Charles Schwab
2
Charles Schwab
California
$263M 5,605,279 -846,095 -13%
Morgan Stanley
3
Morgan Stanley
New York
$139M 2,971,159 +657,977 +28%
USAA
4
United Services Automobile Association
Texas
$114M 2,421,191 +266,696 +12%
BWL
5
Bogart Wealth LLC
Virginia
$84.6M 1,801,633 +41,389 +2%
LPL Financial
6
LPL Financial
California
$73.6M 1,568,446 +314,984 +25%
Raymond James Financial
7
Raymond James Financial
Florida
$43.9M 935,318 +152,158 +19%
Bank of America
8
Bank of America
North Carolina
$41.2M 878,592 +45,043 +5%
ACG
9
Allen Capital Group
Nebraska
$36.4M 776,007 +230,153 +42%
SC
10
SouthState Corp
Florida
$36.2M 771,747 +771,747 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$30.1M 640,756 +127,436 +25%
Wells Fargo
12
Wells Fargo
California
$28.1M 598,595 +100,455 +20%
MW
13
MBL Wealth
North Carolina
$27.6M 586,983 +31,946 +6%
AF
14
Allworth Financial
California
$25.2M 540,175 +22,823 +4%
AWAP
15
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$23.5M 501,145 +6,531 +1%
NDSI
16
Newman Dignan & Sheerar Inc
Rhode Island
$18.9M 403,219 +49,486 +14%
HCA
17
Horan Capital Advisors
Ohio
$15.9M 339,420 +4,189 +1%
NAS
18
Nicolet Advisory Services
Wisconsin
$15.9M 345,073 -7,583 -2%
SIG
19
Sargent Investment Group
Maryland
$15.8M 336,440 +64,554 +24%
AEPWM
20
Atlantic Edge Private Wealth Management
Florida
$11.9M 254,562 +2,139 +0.8%
PD
21
Planning Directions
Pennsylvania
$10.7M 228,823 +11,828 +5%
Truist Financial
22
Truist Financial
North Carolina
$9.99M 212,825 -13,695 -6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$9.16M 195,205 -2,399 -1%
CFD
24
Creative Financial Designs
Indiana
$8.64M 184,041 +1,648 +0.9%
IAS
25
IMA Advisory Services
Colorado
$8.59M 182,951 +182,951 New
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