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Victory Portfolios II VictoryShares Core Plus Bond ETF

43 hedge funds and large institutions have $1.75B invested in Victory Portfolios II VictoryShares Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

320% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 5

30% more funds holding

Funds holding: 3343 (+10)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more capital invested

Capital invested by funds: $1.55B → $1.75B (+$205M)

0.14% more ownership

Funds ownership: 98.33%98.46% (+0.14%)

Holders
43
Holders Change
+10
Holders Change %
+30.3%
% of All Funds
0.53%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.1%
New
14
Increased
21
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
26
LexAurum Advisors
Kansas
$580K +$586K +26,623 New
SFGM
27
Stonebridge Financial Group (Missouri)
Missouri
$526K +$183K +8,342 +53%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$518K
OFS
29
OneAscent Financial Services
Alabama
$494K +$499K +22,667 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$463K +$40.1K +1,823 +9%
FTUS
31
Flow Traders U.S.
New York
$359K +$362K +16,478 New
CAM
32
Clarity Asset Management
Iowa
$333K +$336K +15,297 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$307K +$310K +14,079 New
VT
34
Vise Technologies
New York
$286K
KAS
35
Kestra Advisory Services
Texas
$207K -$13.2K -600 -6%
Wells Fargo
36
Wells Fargo
California
$206K +$208K +9,469 New
SPIA
37
Steward Partners Investment Advisory
New York
$193K -$4.99K -227 -2%
CFP
38
Comprehensive Financial Planning
Pennsylvania
$129K +$106K +4,804 +423%
PPC
39
Park Place Capital
Alabama
$92.2K +$792 +36 +0.9%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$77.4K +$78.2K +3,555 New
JFGIW
41
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$54.5K +$55K +2,501 New
JP Morgan Chase
42
JP Morgan Chase
New York
$42.1K +$42.7K +1,941 New
AssetMark Inc
43
AssetMark Inc
California
$14.2K -$46.6K -2,120 -76%
NEWAS
44
N.E.W. Advisory Services
Wisconsin
-$26.3K -1,196 Closed
AF
45
Allworth Financial
California
-$2.84K -129 Closed

UBND Hedge Fund Activity: Q1 2026 in Review

43 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) for Q1 2026, worth a combined $1.75B — up 13% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UBND positions and 2 closed out — a net gain of 12 holders — while 21 added to existing stakes and 5 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $57.4M. The largest seller was Corient Private Wealth, cutting an estimated $14.7M.

  • 43 institutional investors held Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) as of Q1 2026, up from 33 in Q4 2025.
  • Funds reported $1.75B of Victory Portfolios II VictoryShares Core Plus Bond ETF stock for Q1 2026, up 13% quarter-over-quarter.
  • 14 funds opened new Victory Portfolios II VictoryShares Core Plus Bond ETF positions in Q1 2026 and 2 closed out, a net change of +12 holders.
  • The largest Victory Portfolios II VictoryShares Core Plus Bond ETF buyer in Q1 2026 was Victory Capital Management, an estimated $57.4M added.
  • The largest Victory Portfolios II VictoryShares Core Plus Bond ETF seller in Q1 2026 was Corient Private Wealth, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2026.