Victory Portfolios II VictoryShares Core Plus Bond ETF
UBND
13 hedge funds and large institutions have $310M invested in Victory Portfolios II VictoryShares Core Plus Bond ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 4 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
20% more capital invested
Capital invested by funds: $259M → $310M (+$50.7M)
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.73% less ownership
Funds ownership: 99.57% → 98.83% (-0.73%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Goldstein Advisors
Madison,
Wisconsin
|
+$29.8M |
| 2 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
+$20.5M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.39M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$882K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$782K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ERWM
Elk River Wealth Management
Denver,
Colorado
|
-$1.33M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.03M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$120K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$27K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$8.14K |
UBND Hedge Fund Activity: Q1 2024 in Review
13 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) for Q1 2024, worth a combined $310M — up 20% from $259M a quarter earlier.
Fund positioning in UBND was balanced in Q1 2024: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 2 trimmed.
The largest buyer was Goldstein Advisors, opening a new position worth an estimated $29.8M. The largest seller was Elk River Wealth Management, cutting an estimated $1.33M.
- 13 institutional investors held Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $310M of Victory Portfolios II VictoryShares Core Plus Bond ETF stock for Q1 2024, up 20% quarter-over-quarter.
- 4 funds opened new Victory Portfolios II VictoryShares Core Plus Bond ETF positions in Q1 2024 and 4 closed out, a net change of 0 holders.
- The largest Victory Portfolios II VictoryShares Core Plus Bond ETF buyer in Q1 2024 was Goldstein Advisors, an estimated $29.8M added.
- The largest Victory Portfolios II VictoryShares Core Plus Bond ETF seller in Q1 2024 was Elk River Wealth Management, an estimated $1.33M sold.
Based on aggregated 13F filings for Q1 2024.