Victory Portfolios II VictoryShares Core Plus Bond ETF
UBND
18 hedge funds and large institutions have $341M invested in Victory Portfolios II VictoryShares Core Plus Bond ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
38% more funds holding
Funds holding: 13 → 18 (+5)
10% more capital invested
Capital invested by funds: $310M → $341M (+$31M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.92% less ownership
Funds ownership: 98.83% → 96.91% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
+$17.4M |
| 2 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$13.5M |
| 3 |
MWP
Madison Wealth Partners
Madison,
Wisconsin
|
+$1.71M |
| 4 |
Jane Street
New York
|
+$1.08M |
| 5 |
ERWM
Elk River Wealth Management
Denver,
Colorado
|
+$537K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.41M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$430K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$219K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$15.6K |
UBND Hedge Fund Activity: Q2 2024 in Review
18 of the 6,928 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) for Q2 2024, worth a combined $341M — up 10% from $310M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new UBND positions and 1 closed out — a net gain of 5 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was 1900 Wealth Management, adding an estimated $17.4M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $1.41M.
- 18 institutional investors held Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) as of Q2 2024, up from 13 in Q1 2024.
- Funds reported $341M of Victory Portfolios II VictoryShares Core Plus Bond ETF stock for Q2 2024, up 10% quarter-over-quarter.
- 6 funds opened new Victory Portfolios II VictoryShares Core Plus Bond ETF positions in Q2 2024 and 1 closed out, a net change of +5 holders.
- The largest Victory Portfolios II VictoryShares Core Plus Bond ETF buyer in Q2 2024 was 1900 Wealth Management, an estimated $17.4M added.
- The largest Victory Portfolios II VictoryShares Core Plus Bond ETF seller in Q2 2024 was Carson Wealth (CWM LLC), an estimated $1.41M sold.
Based on aggregated 13F filings for Q2 2024.