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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

145 hedge funds and large institutions have $2.51B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 24

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

11% more funds holding

Funds holding: 131145 (+14)

8% more capital invested

Capital invested by funds: $2.32B → $2.51B (+$190M)

0.17% less ownership

Funds ownership: 93.01%92.84% (-0.17%)

Holders
145
Holders Change
+14
Holders Change %
+10.69%
% of All Funds
1.76%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.27%
New
23
Increased
86
Reduced
24
Closed
9
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$703M +$5.87M +123,363 +0.8%
Charles Schwab
2
Charles Schwab
California
$266M +$1.23M +25,861 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$166M -$8.87M -186,465 -5%
USAA
4
United Services Automobile Association
Texas
$115M
LPL Financial
5
LPL Financial
California
$102M +$9.66M +203,071 +10%
BWL
6
Bogart Wealth LLC
Virginia
$94.2M +$2.99M +62,873 +3%
Wells Fargo
7
Wells Fargo
California
$83.1M +$6.16M +129,423 +8%
Bank of America
8
Bank of America
North Carolina
$62.3M +$6.46M +135,697 +12%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$56.4M +$7.24M +152,290 +15%
Raymond James Financial
10
Raymond James Financial
Florida
$55.1M +$4.78M +100,421 +9%
CWM
11
Calamos Wealth Management
Illinois
$54.1M +$6.63M +139,332 +14%
ACG
12
Allen Capital Group
Nebraska
$48.8M +$4.11M +86,395 +9%
MAS
13
Meeder Advisory Services
Ohio
$34.9M +$3.82M +80,279 +12%
MW
14
MBL Wealth
North Carolina
$31.4M +$1.99M +41,767 +7%
AF
15
Allworth Financial
California
$27.6M +$990K +20,818 +4%
AWAP
16
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$25.7M +$804K +16,909 +3%
PVI
17
Pine Valley Investments
New Jersey
$25.4M +$1.3M +27,337 +5%
NDSI
18
Newman Dignan & Sheerar Inc
Rhode Island
$22.9M +$1.03M +21,645 +5%
GSWM
19
Greenup Street Wealth Management
Michigan
$21M +$21.1M +443,735 New
HW
20
HORAN Wealth
Ohio
$19.7M +$2.06M +43,348 +12%
BWAM
21
Blue Water Asset Management
Michigan
$19.6M +$19.7M +413,808 New
NPAN
22
Northeast Planning Associates NH
New Hampshire
$19.4M +$5.86M +123,205 +43%
SIG
23
Sargent Investment Group
Maryland
$19M +$1.2M +25,207 +7%
NAS
24
Nicolet Advisory Services
Wisconsin
$18.5M +$1.68M +35,216 +10%
PFA
25
Pathway Financial Advisors
Vermont
$18.1M +$712K +14,960 +4%