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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

131 hedge funds and large institutions have $2.32B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 71 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

184% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 25

10% more capital invested

Capital invested by funds: $2.1B → $2.32B (+$216M)

7% more funds holding

Funds holding: 122131 (+9)

3.44% more ownership

Funds ownership: 89.57%93.01% (+3.4%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
131
Holders Change
+9
Holders Change %
+7.38%
% of All Funds
1.72%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
15
Increased
71
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$700M
Charles Schwab
2
Charles Schwab
California
$266M +$24.5M +519,180 +10%
Morgan Stanley
3
Morgan Stanley
New York
$176M +$21.8M +462,458 +14%
USAA
4
United Services Automobile Association
Texas
$115M
LPL Financial
5
LPL Financial
California
$92.4M +$2.34M +49,643 +3%
BWL
6
Bogart Wealth LLC
Virginia
$91.6M +$2.48M +52,670 +3%
Wells Fargo
7
Wells Fargo
California
$77.3M +$39.1M +830,576 +104%
Bank of America
8
Bank of America
North Carolina
$56M +$3.31M +70,303 +6%
Raymond James Financial
9
Raymond James Financial
Florida
$50.5M +$3.28M +69,663 +7%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$49.4M +$6.61M +140,329 +16%
CWM
11
Calamos Wealth Management
Illinois
$47.7M +$47.3M +1,003,595 New
ACG
12
Allen Capital Group
Nebraska
$44.8M +$3.78M +80,187 +9%
MAS
13
Meeder Advisory Services
Ohio
$31.2M +$4.36M +92,604 +16%
MW
14
MBL Wealth
North Carolina
$29.5M +$1.15M +24,384 +4%
AF
15
Allworth Financial
California
$26.7M +$784K +16,648 +3%
AWAP
16
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$25M +$713K +15,140 +3%
PVI
17
Pine Valley Investments
New Jersey
$24.1M +$2.09M +44,282 +10%
NDSI
18
Newman Dignan & Sheerar Inc
Rhode Island
$21.9M +$840K +17,845 +4%
SIG
19
Sargent Investment Group
Maryland
$17.9M +$1.59M +33,822 +10%
HW
20
HORAN Wealth
Ohio
$17.7M +$1.13M +23,929 +7%
PFA
21
Pathway Financial Advisors
Vermont
$17.4M +$304K +6,464 +2%
SC
22
SouthState Corp
Florida
$17.1M -$15.5M -329,274 -48%
NAS
23
Nicolet Advisory Services
Wisconsin
$16.9M +$384K +8,157 +2%
CFD
24
Creative Financial Designs
Indiana
$16M +$952K +20,220 +6%
NPAN
25
Northeast Planning Associates NH
New Hampshire
$13.6M +$5.68M +120,572 +72%