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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

136 hedge funds and large institutions have $2.54B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 81 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 33

2.49% more ownership

Funds ownership: 92.84%95.32% (+2.5%)

1% more capital invested

Capital invested by funds: $2.51B → $2.54B (+$33M)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

6% less funds holding

Funds holding: 145136 (-9)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
136
Holders Change
-9
Holders Change %
-6.21%
% of All Funds
1.67%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.26%
New
8
Increased
81
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$698M
Charles Schwab
2
Charles Schwab
California
$260M -$4.36M -92,047 -2%
Morgan Stanley
3
Morgan Stanley
New York
$177M +$11.8M +249,102 +7%
LPL Financial
4
LPL Financial
California
$98.7M -$2.26M -47,639 -2%
BWL
5
Bogart Wealth LLC
Virginia
$96.9M +$3.36M +70,918 +4%
Wells Fargo
6
Wells Fargo
California
$91.8M +$9.29M +195,954 +11%
Bank of America
7
Bank of America
North Carolina
$65.7M +$3.89M +82,026 +6%
Calamos Advisors
8
Calamos Advisors
Illinois
$62.7M +$60.6M +1,279,392 +2,378%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$60.3M +$4.36M +92,074 +8%
CWM
10
Calamos Wealth Management
Illinois
$59.9M +$6.19M +130,642 +11%
ACG
11
Allen Capital Group
Nebraska
$52.4M +$4M +84,462 +8%
Raymond James Financial
12
Raymond James Financial
Florida
$48.5M -$6.21M -131,109 -11%
MAS
13
Meeder Advisory Services
Ohio
$36.3M +$1.66M +35,071 +5%
MW
14
MBL Wealth
North Carolina
$33.9M +$2.76M +58,326 +9%
AF
15
Allworth Financial
California
$27.5M +$72.1K +1,521 +0.3%
AWAP
16
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$27.3M +$1.77M +37,339 +7%
PVI
17
Pine Valley Investments
New Jersey
$27.1M +$1.97M +41,638 +8%
NB
18
Nicolet Bankshares
Wisconsin
$22.8M +$21.6M +455,832 +1,546%
NDSI
19
Newman Dignan & Sheerar Inc
Rhode Island
$22.3M -$444K -9,360 -2%
GSWM
20
Greenup Street Wealth Management
Michigan
$21M +$97.7K +2,061 +0.5%
BWAM
21
Blue Water Asset Management
Michigan
$20.6M +$1.18M +24,955 +6%
LWP
22
LeClair Wealth Partners
Ohio
$20.6M +$20.8M +438,763 New
NPAN
23
Northeast Planning Associates NH
New Hampshire
$20.3M +$1M +21,132 +5%
HW
24
HORAN Wealth
Ohio
$19.3M -$199K -4,192 -1%
SIG
25
Sargent Investment Group
Maryland
$19.1M +$146K +3,083 +0.8%