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Victory Portfolios II VictoryShares Core Plus Bond ETF

33 hedge funds and large institutions have $1.55B invested in Victory Portfolios II VictoryShares Core Plus Bond ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

15% more capital invested

Capital invested by funds: $1.35B → $1.55B (+$199M)

6% more funds holding

Funds holding: 3133 (+2)

0.33% more ownership

Funds ownership: 97.99%98.33% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.4%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
6
Increased
18
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$448M +$106M +4,800,062 +31%
AAS
2
Annex Advisory Services
Wisconsin
$374M +$10.8M +491,114 +3%
CWM
3
Cahaba Wealth Management
Georgia
$173M +$4.84M +219,287 +3%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$143M +$11.8M +534,133 +9%
MFG
5
Merit Financial Group
Georgia
$128M +$7.67M +347,515 +6%
1WM
6
1900 Wealth Management
Texas
$94.4M +$2.48M +112,555 +3%
Osaic Holdings
7
Osaic Holdings
Arizona
$43.2M +$36.7M +1,665,135 +557%
Corient Private Wealth
8
Corient Private Wealth
Florida
$40.7M +$28.2M +1,277,823 +213%
GA
9
Goldstein Advisors
Wisconsin
$31.1M -$1.98M -89,707 -6%
CCWM
10
Correct Capital Wealth Management
Missouri
$25.1M +$5.96M +270,209 +31%
ERWM
11
Elk River Wealth Management
Colorado
$8.32M +$770K +34,895 +10%
MWP
12
Madison Wealth Partners
Wisconsin
$8.24M +$3.27M +148,301 +66%
HA
13
Huntleigh Advisors
Missouri
$7.33M +$1.45M +65,727 +25%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$5.82M +$4.14M +187,801 +244%
II
15
Impact Investors
California
$5.25M -$1.3K -59 -0%
OIA
16
OneDigital Investment Advisors
Kansas
$3.78M +$402K +18,233 +12%
Jane Street
17
Jane Street
New York
$2.61M -$4.47M -202,712 -63%
Raymond James Financial
18
Raymond James Financial
Florida
$1.04M +$1.04M +47,247 New
IIC
19
Integrated Investment Consultants
Michigan
$871K +$49.8K +2,257 +6%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$523K -$65.2K -2,956 -11%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$427K +$179K +8,112 +72%
SFGM
22
Stonebridge Financial Group (Missouri)
Missouri
$348K +$349K +15,823 New
Citadel Advisors
23
Citadel Advisors
Florida
$346K -$235K -10,645 -40%
VT
24
Vise Technologies
New York
$286K +$287K +13,004 New
KAS
25
Kestra Advisory Services
Texas
$222K -$33.1K -1,500 -13%

UBND Hedge Fund Activity: Q4 2025 in Review

33 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) for Q4 2025, worth a combined $1.55B — up 15% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UBND positions and 3 closed out — a net gain of 3 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $106M. The largest seller was Goldman Sachs, exiting entirely with an estimated $14.6M sold.

  • 33 institutional investors held Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) as of Q4 2025, up from 31 in Q3 2025.
  • Funds reported $1.55B of Victory Portfolios II VictoryShares Core Plus Bond ETF stock for Q4 2025, up 15% quarter-over-quarter.
  • 6 funds opened new Victory Portfolios II VictoryShares Core Plus Bond ETF positions in Q4 2025 and 3 closed out, a net change of +3 holders.
  • The largest Victory Portfolios II VictoryShares Core Plus Bond ETF buyer in Q4 2025 was Victory Capital Management, an estimated $106M added.
  • The largest Victory Portfolios II VictoryShares Core Plus Bond ETF seller in Q4 2025 was Goldman Sachs, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2025.