Victory Portfolios II VictoryShares Core Plus Bond ETF
UBND
31 hedge funds and large institutions have $1.35B invested in Victory Portfolios II VictoryShares Core Plus Bond ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 4
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
36% more capital invested
Capital invested by funds: $990M → $1.35B (+$358M)
29% more funds holding
Funds holding: 24 → 31 (+7)
16.08% less ownership
Funds ownership: 114.07% → 97.99% (-16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cahaba Wealth Management
Atlanta,
Georgia
|
+$167M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$120M |
| 3 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$15M |
| 4 |
Goldman Sachs
New York
|
+$14.5M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$7.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$5.32M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$139K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$55.4K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$52.2K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$10.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $221K | – | – | – |
|
|
PPC
27
Park Place Capital
Homewood,
Alabama
| $91.8K | +$91K | +4,165 | New |
|
28
Comerica Bank
Dallas,
Texas
| $61.4K | +$4.11K | +188 | +7% |
|
29
AssetMark Inc
Concord,
California
| $61.2K | +$60.6K | +2,774 | New |
|
|
AF
30
Allworth Financial
Folsom,
California
| $2.85K | – | – | – |
|
31
UBS Group
Zurich,
Switzerland
| $132 | +$131 | +6 | New |
|
|
32
Jones Financial Companies
Des Peres,
Missouri
| – | -$10.3K | -473 | Closed |
|
UBND Hedge Fund Activity: Q3 2025 in Review
31 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) for Q3 2025, worth a combined $1.35B — up 36% from $990M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new UBND positions and 1 closed out — a net gain of 7 holders — while 16 added to existing stakes and 4 trimmed.
The largest buyer was Cahaba Wealth Management, adding an estimated $167M. The largest seller was Annex Advisory Services, cutting an estimated $5.32M.
- 31 institutional investors held Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) as of Q3 2025, up from 24 in Q2 2025.
- Funds reported $1.35B of Victory Portfolios II VictoryShares Core Plus Bond ETF stock for Q3 2025, up 36% quarter-over-quarter.
- 8 funds opened new Victory Portfolios II VictoryShares Core Plus Bond ETF positions in Q3 2025 and 1 closed out, a net change of +7 holders.
- The largest Victory Portfolios II VictoryShares Core Plus Bond ETF buyer in Q3 2025 was Cahaba Wealth Management, an estimated $167M added.
- The largest Victory Portfolios II VictoryShares Core Plus Bond ETF seller in Q3 2025 was Annex Advisory Services, an estimated $5.32M sold.
Based on aggregated 13F filings for Q3 2025.