Victory Portfolios II VictoryShares Core Plus Bond ETF
UBND
23 hedge funds and large institutions have $600M invested in Victory Portfolios II VictoryShares Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 2 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 3
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
17% more capital invested
Capital invested by funds: $512M → $600M (+$88.7M)
15% more funds holding
Funds holding: 20 → 23 (+3)
0.53% less ownership
Funds ownership: 96.13% → 95.6% (-0.53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$26.8M |
| 2 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$20.3M |
| 3 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
+$13.6M |
| 4 |
Goldman Sachs
New York
|
+$4.79M |
| 5 |
CCWM
Correct Capital Wealth Management
Clayton,
Missouri
|
+$4.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$547K |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
-$94K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$22K |
| 4 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$1.08K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$406 |
UBND Hedge Fund Activity: Q1 2025 in Review
23 of the 7,476 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) for Q1 2025, worth a combined $600M — up 17% from $512M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UBND positions and 2 closed out — a net gain of 3 holders — while 13 added to existing stakes and 3 trimmed.
The largest buyer was Retirement Planning Group (Kansas), adding an estimated $26.8M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $547K sold.
- 23 institutional investors held Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) as of Q1 2025, up from 20 in Q4 2024.
- Funds reported $600M of Victory Portfolios II VictoryShares Core Plus Bond ETF stock for Q1 2025, up 17% quarter-over-quarter.
- 5 funds opened new Victory Portfolios II VictoryShares Core Plus Bond ETF positions in Q1 2025 and 2 closed out, a net change of +3 holders.
- The largest Victory Portfolios II VictoryShares Core Plus Bond ETF buyer in Q1 2025 was Retirement Planning Group (Kansas), an estimated $26.8M added.
- The largest Victory Portfolios II VictoryShares Core Plus Bond ETF seller in Q1 2025 was Flow Traders U.S., an estimated $547K sold.
Based on aggregated 13F filings for Q1 2025.