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Victory Portfolios II VictoryShares Core Plus Bond ETF
UBND

31 hedge funds and large institutions have $1.35B invested in Victory Portfolios II VictoryShares Core Plus Bond ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

36% more capital invested

Capital invested by funds: $990M → $1.35B (+$358M)

29% more funds holding

Funds holding: 24 → 31 (+7)

16.08% less ownership

Funds ownership: 114.07% → 97.99% (-16%)

Holders
31
Holders Change
+7
Holders Change %
+29.17%
% of All Funds
0.41%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
8
Increased
16
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cahaba Wealth Management
Georgia
+$167M
2
MFG
Merit Financial Group
Georgia
+$120M
3
RPGK
Retirement Planning Group (Kansas)
Kansas
+$15M
4
Goldman Sachs
Goldman Sachs
New York
+$14.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$7.92M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
-$5.32M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$139K
3
Citadel Advisors
Citadel Advisors
Florida
-$55.4K
4
Osaic Holdings
Osaic Holdings
Arizona
-$52.2K
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$10.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1
Annex Advisory Services
Wisconsin
$364M -$5.32M -243,544 -1%
Victory Capital Management
2
Victory Capital Management
Texas
$343M +$7.92M +362,323 +2%
CWM
3
Cahaba Wealth Management
Georgia
$169M +$167M +7,619,630 +31,968%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$132M +$15M +687,568 +13%
MFG
5
Merit Financial Group
Georgia
$121M +$120M +5,472,002 New
1WM
6
1900 Wealth Management
Texas
$92.1M +$2.13M +97,243 +2%
GA
7
Goldstein Advisors
Wisconsin
$33.1M +$1.47M +67,346 +5%
CCWM
8
Correct Capital Wealth Management
Missouri
$19.2M +$1.97M +89,983 +12%
Goldman Sachs
9
Goldman Sachs
New York
$14.6M +$14.5M +663,800 New
Corient Private Wealth
10
Corient Private Wealth
Florida
$13.2M +$3.95M +180,821 +43%
ERWM
11
Elk River Wealth Management
Colorado
$7.76M +$583K +26,682 +8%
Jane Street
12
Jane Street
New York
$7.09M +$7.03M +321,457 New
Osaic Holdings
13
Osaic Holdings
Arizona
$6.55M -$52.2K -2,389 -0.8%
HA
14
Huntleigh Advisors
Missouri
$5.9M +$3.69K +169 +0.1%
II
15
Impact Investors
California
$5.27M +$5.22M +238,841 New
MWP
16
Madison Wealth Partners
Wisconsin
$4.98M +$1.44M +65,867 +41%
OIA
17
OneDigital Investment Advisors
Kansas
$3.38M +$767K +35,076 +30%
USCWA
18
U.S. Capital Wealth Advisors
Texas
$1.7M +$1.68M +76,872 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.43M +$1.1M +50,531 +355%
IIC
20
Integrated Investment Consultants
Michigan
$823K +$16.9K +774 +2%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$590K -$139K -6,367 -19%
Citadel Advisors
22
Citadel Advisors
Florida
$581K -$55.4K -2,534 -9%
LA
23
LexAurum Advisors
Kansas
$473K +$19.8K +906 +4%
KAS
24
Kestra Advisory Services
Texas
$256K +$45.9K +2,100 +22%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$249K – – –
1
2

UBND Hedge Fund Activity: Q3 2025 in Review

31 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) for Q3 2025, worth a combined $1.35B — up 36% from $990M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UBND positions and 1 closed out — a net gain of 7 holders — while 16 added to existing stakes and 4 trimmed.

The largest buyer was Cahaba Wealth Management, adding an estimated $167M. The largest seller was Annex Advisory Services, cutting an estimated $5.32M.

  • 31 institutional investors held Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) as of Q3 2025, up from 24 in Q2 2025.
  • Funds reported $1.35B of Victory Portfolios II VictoryShares Core Plus Bond ETF stock for Q3 2025, up 36% quarter-over-quarter.
  • 8 funds opened new Victory Portfolios II VictoryShares Core Plus Bond ETF positions in Q3 2025 and 1 closed out, a net change of +7 holders.
  • The largest Victory Portfolios II VictoryShares Core Plus Bond ETF buyer in Q3 2025 was Cahaba Wealth Management, an estimated $167M added.
  • The largest Victory Portfolios II VictoryShares Core Plus Bond ETF seller in Q3 2025 was Annex Advisory Services, an estimated $5.32M sold.

Based on aggregated 13F filings for Q3 2025.