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Victory Portfolios II VictoryShares Core Plus Bond ETF
UBND

13 hedge funds and large institutions have $259M invested in Victory Portfolios II VictoryShares Core Plus Bond ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

86% more funds holding

Funds holding: 7 → 13 (+6)

24% more capital invested

Capital invested by funds: $210M → $259M (+$49.8M)

3.65% more ownership

Funds ownership: 95.91% → 99.57% (+3.7%)

Holders
13
Holders Change
+6
Holders Change %
+85.71%
% of All Funds
0.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
3
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1WM
1900 Wealth Management
Texas
+$15.5M
2
ERWM
Elk River Wealth Management
Colorado
+$6.69M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$991K
4
SPIA
Steward Partners Investment Advisory
New York
+$563K
5
Citadel Advisors
Citadel Advisors
Florida
+$248K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.6M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$291K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$217M – – –
CCWM
2
Correct Capital Wealth Management
Missouri
$16.7M +$16.1M +768,867 New
1WM
3
1900 Wealth Management
Texas
$16.4M +$15.5M +741,470 +5,642%
ERWM
4
Elk River Wealth Management
Colorado
$6.95M +$6.69M +319,958 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.03M +$991K +47,412 New
SPIA
6
Steward Partners Investment Advisory
New York
$585K +$563K +26,954 New
LA
7
LexAurum Advisors
Kansas
$348K +$13.3K +635 +4%
Citadel Advisors
8
Citadel Advisors
Florida
$258K +$248K +11,889 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$218K +$209K +10,022 New
Comerica Bank
10
Comerica Bank
Texas
$51.2K +$23.4K +1,119 +90%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$27K +$25.8K +1,232 New
UBS Group
12
UBS Group
Switzerland
$8.14K +$7.84K +375 New
TWM
13
Tradition Wealth Management
Minnesota
$6K +$5.87K +281 New
Jane Street
14
Jane Street
New York
– -$1.6M -77,400 Closed
RWA
15
Redhawk Wealth Advisors
Minnesota
– -$291K -14,038 Closed
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
– -$208K -9,734 Closed

UBND Hedge Fund Activity: Q4 2023 in Review

13 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) for Q4 2023, worth a combined $259M — up 24% from $210M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UBND positions and 3 closed out — a net gain of 6 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was 1900 Wealth Management, adding an estimated $15.5M. The largest seller was Jane Street, exiting entirely with an estimated $1.6M sold.

  • 13 institutional investors held Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) as of Q4 2023, up from 7 in Q3 2023.
  • Funds reported $259M of Victory Portfolios II VictoryShares Core Plus Bond ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 9 funds opened new Victory Portfolios II VictoryShares Core Plus Bond ETF positions in Q4 2023 and 3 closed out, a net change of +6 holders.
  • The largest Victory Portfolios II VictoryShares Core Plus Bond ETF buyer in Q4 2023 was 1900 Wealth Management, an estimated $15.5M added.
  • The largest Victory Portfolios II VictoryShares Core Plus Bond ETF seller in Q4 2023 was Jane Street, an estimated $1.6M sold.

Based on aggregated 13F filings for Q4 2023.