Victory Portfolios II VictoryShares Core Plus Bond ETF
UBND
17 hedge funds and large institutions have $421M invested in Victory Portfolios II VictoryShares Core Plus Bond ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.
23% more capital invested
Capital invested by funds: $341M → $421M (+$79.9M)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
0.85% less ownership
Funds ownership: 96.91% → 96.07% (-0.85%)
6% less funds holding
Funds holding: 18 → 17 (-1)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$38.8M |
| 2 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$13.9M |
| 3 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
+$8.63M |
| 4 |
GA
Goldstein Advisors
Madison,
Wisconsin
|
+$8.14M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWM
Correct Capital Wealth Management
Clayton,
Missouri
|
-$7.34M |
| 2 |
Jane Street
New York
|
-$683K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$346K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$30K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$19.8K |
UBND Hedge Fund Activity: Q3 2024 in Review
17 of the 6,981 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) for Q3 2024, worth a combined $421M — up 23% from $341M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of UBND and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 7 added.
The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $38.8M. The largest seller was Correct Capital Wealth Management, cutting an estimated $7.34M.
- 17 institutional investors held Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) as of Q3 2024, down from 18 in Q2 2024.
- Funds reported $421M of Victory Portfolios II VictoryShares Core Plus Bond ETF stock for Q3 2024, up 23% quarter-over-quarter.
- 2 funds opened new Victory Portfolios II VictoryShares Core Plus Bond ETF positions in Q3 2024 and 3 closed out, a net change of -1 holder.
- The largest Victory Portfolios II VictoryShares Core Plus Bond ETF buyer in Q3 2024 was Retirement Planning Group (Kansas), an estimated $38.8M added.
- The largest Victory Portfolios II VictoryShares Core Plus Bond ETF seller in Q3 2024 was Correct Capital Wealth Management, an estimated $7.34M sold.
Based on aggregated 13F filings for Q3 2024.