Victory Portfolios II VictoryShares Core Plus Bond ETF
UBND
7 hedge funds and large institutions have $210M invested in Victory Portfolios II VictoryShares Core Plus Bond ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
75% more funds holding
Funds holding: 4 → 7 (+3)
2% less capital invested
Capital invested by funds: $214M → $210M (-$4.63M)
4.01% less ownership
Funds ownership: 99.92% → 95.91% (-4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.33M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$955K |
| 3 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$297K |
| 4 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
+$278K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$129 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Victory Capital Management
San Antonio,
Texas
| $207M | +$955K | +45,126 | +0.5% |
|
|
2
Jane Street
New York
| $1.6M | +$1.33M | +62,732 | +428% |
|
|
LA
3
LexAurum Advisors
Overland Park,
Kansas
| $319K | +$14.8K | +699 | +5% |
|
|
RWA
4
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $291K | +$297K | +14,038 | New |
|
|
1WM
5
1900 Wealth Management
San Antonio,
Texas
| $272K | +$278K | +13,143 | New |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $208K | +$206K | +9,734 | New |
|
7
Comerica Bank
Dallas,
Texas
| $25.6K | +$26.2K | +1,238 | New |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| – | -$129 | -6 | Closed |
|
UBND Hedge Fund Activity: Q3 2023 in Review
7 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) for Q3 2023, worth a combined $210M — down 2.2% from $214M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UBND positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Jane Street, adding an estimated $1.33M. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $129 sold.
- 7 institutional investors held Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) as of Q3 2023, up from 4 in Q2 2023.
- Funds reported $210M of Victory Portfolios II VictoryShares Core Plus Bond ETF stock for Q3 2023, down 2.2% quarter-over-quarter.
- 4 funds opened new Victory Portfolios II VictoryShares Core Plus Bond ETF positions in Q3 2023 and 1 closed out, a net change of +3 holders.
- The largest Victory Portfolios II VictoryShares Core Plus Bond ETF buyer in Q3 2023 was Jane Street, an estimated $1.33M added.
- The largest Victory Portfolios II VictoryShares Core Plus Bond ETF seller in Q3 2023 was Tower Research Capital (TRC), an estimated $129 sold.
Based on aggregated 13F filings for Q3 2023.