Victory Portfolios II VictoryShares Core Plus Bond ETF
UBND
20 hedge funds and large institutions have $512M invested in Victory Portfolios II VictoryShares Core Plus Bond ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
21% more capital invested
Capital invested by funds: $421M → $512M (+$90.5M)
18% more funds holding
Funds holding: 17 → 20 (+3)
0.06% more ownership
Funds ownership: 96.07% → 96.13% (+0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$42.4M |
| 2 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$36.1M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$11.5M |
| 4 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
+$11.4M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Goldstein Advisors
Madison,
Wisconsin
|
-$9.56M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.21M |
| 3 |
Jane Street
New York
|
-$141K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$92.2K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$15K |
UBND Hedge Fund Activity: Q4 2024 in Review
20 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) for Q4 2024, worth a combined $512M — up 21% from $421M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UBND positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was Retirement Planning Group (Kansas), adding an estimated $42.4M. The largest seller was Goldstein Advisors, cutting an estimated $9.56M.
- 20 institutional investors held Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) as of Q4 2024, up from 17 in Q3 2024.
- Funds reported $512M of Victory Portfolios II VictoryShares Core Plus Bond ETF stock for Q4 2024, up 21% quarter-over-quarter.
- 5 funds opened new Victory Portfolios II VictoryShares Core Plus Bond ETF positions in Q4 2024 and 2 closed out, a net change of +3 holders.
- The largest Victory Portfolios II VictoryShares Core Plus Bond ETF buyer in Q4 2024 was Retirement Planning Group (Kansas), an estimated $42.4M added.
- The largest Victory Portfolios II VictoryShares Core Plus Bond ETF seller in Q4 2024 was Goldstein Advisors, an estimated $9.56M sold.
Based on aggregated 13F filings for Q4 2024.