Victory Portfolios II VictoryShares Core Plus Bond ETF
UBND
24 hedge funds and large institutions have $990M invested in Victory Portfolios II VictoryShares Core Plus Bond ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
65% more capital invested
Capital invested by funds: $600M → $990M (+$389M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
18.47% more ownership
Funds ownership: 95.6% → 114.07% (+18%)
4% more funds holding
Funds holding: 23 → 24 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$278M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$101M |
| 3 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$6.96M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$2.29M |
| 5 |
CWM
Cahaba Wealth Management
Atlanta,
Georgia
|
+$514K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.84M |
| 2 |
Jane Street
New York
|
-$779K |
| 3 |
GA
Goldstein Advisors
Madison,
Wisconsin
|
-$363K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$205K |
| 5 |
ERWM
Elk River Wealth Management
Denver,
Colorado
|
-$133K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| – | -$779K | -35,739 | Closed |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| – | -$1.85K | -85 | Closed |
|
UBND Hedge Fund Activity: Q2 2025 in Review
24 of the 7,600 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) for Q2 2025, worth a combined $990M — up 65% from $600M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UBND positions and 3 closed out — a net gain of 1 holder — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Annex Advisory Services, adding an estimated $278M. The largest seller was Goldman Sachs, exiting entirely with an estimated $4.84M sold.
- 24 institutional investors held Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) as of Q2 2025, up from 23 in Q1 2025.
- Funds reported $990M of Victory Portfolios II VictoryShares Core Plus Bond ETF stock for Q2 2025, up 65% quarter-over-quarter.
- 4 funds opened new Victory Portfolios II VictoryShares Core Plus Bond ETF positions in Q2 2025 and 3 closed out, a net change of +1 holder.
- The largest Victory Portfolios II VictoryShares Core Plus Bond ETF buyer in Q2 2025 was Annex Advisory Services, an estimated $278M added.
- The largest Victory Portfolios II VictoryShares Core Plus Bond ETF seller in Q2 2025 was Goldman Sachs, an estimated $4.84M sold.
Based on aggregated 13F filings for Q2 2025.