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Victory Portfolios II VictoryShares Core Plus Bond ETF

43 hedge funds and large institutions have $1.75B invested in Victory Portfolios II VictoryShares Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

320% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 5

30% more funds holding

Funds holding: 3343 (+10)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more capital invested

Capital invested by funds: $1.55B → $1.75B (+$205M)

0.14% more ownership

Funds ownership: 98.33%98.46% (+0.14%)

Holders
43
Holders Change
+10
Holders Change %
+30.3%
% of All Funds
0.53%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.1%
New
14
Increased
21
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$500M +$57.4M +2,608,764 +13%
AAS
2
Annex Advisory Services
Wisconsin
$385M +$15.5M +704,134 +4%
CWM
3
Cahaba Wealth Management
Georgia
$178M +$6.96M +316,424 +4%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$160M +$18.8M +853,671 +13%
MFG
5
Merit Financial Group
Georgia
$139M +$12.5M +567,558 +10%
1WM
6
1900 Wealth Management
Texas
$95.4M +$2M +90,707 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$44.7M +$1.98M +89,813 +5%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$38.3M +$38.7M +1,760,311 New
GA
9
Goldstein Advisors
Wisconsin
$36.9M +$6.15M +279,496 +20%
MWP
10
Madison Wealth Partners
Wisconsin
$34.9M +$27M +1,229,384 +328%
Truist Financial
11
Truist Financial
North Carolina
$33.6M +$33.8M +1,537,657 New
Corient Private Wealth
12
Corient Private Wealth
Florida
$26.3M -$14.7M -668,283 -36%
CCWM
13
Correct Capital Wealth Management
Missouri
$25.4M +$549K +24,971 +2%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$10.2M +$4.47M +203,299 +77%
ERWM
15
Elk River Wealth Management
Colorado
$7.87M -$567K -25,758 -7%
HA
16
Huntleigh Advisors
Missouri
$7.7M +$447K +20,309 +6%
II
17
Impact Investors
California
$5.62M +$424K +19,264 +8%
OIA
18
OneDigital Investment Advisors
Kansas
$3.84M +$97.5K +4,435 +3%
Jane Street
19
Jane Street
New York
$3.3M +$725K +32,940 +28%
LPL Financial
20
LPL Financial
California
$3.3M +$3.33M +151,315 New
TF
21
Tandem Financial
Colorado
$1.82M +$1.84M +83,732 New
Raymond James Financial
22
Raymond James Financial
Florida
$1.49M +$462K +21,004 +44%
Citadel Advisors
23
Citadel Advisors
Florida
$968K +$632K +28,735 +183%
IIC
24
Integrated Investment Consultants
Michigan
$862K
TFM
25
Trademark Financial Management
Minnesota
$841K +$850K +38,635 New

UBND Hedge Fund Activity: Q1 2026 in Review

43 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) for Q1 2026, worth a combined $1.75B — up 13% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UBND positions and 2 closed out — a net gain of 12 holders — while 21 added to existing stakes and 5 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $57.4M. The largest seller was Corient Private Wealth, cutting an estimated $14.7M.

  • 43 institutional investors held Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) as of Q1 2026, up from 33 in Q4 2025.
  • Funds reported $1.75B of Victory Portfolios II VictoryShares Core Plus Bond ETF stock for Q1 2026, up 13% quarter-over-quarter.
  • 14 funds opened new Victory Portfolios II VictoryShares Core Plus Bond ETF positions in Q1 2026 and 2 closed out, a net change of +12 holders.
  • The largest Victory Portfolios II VictoryShares Core Plus Bond ETF buyer in Q1 2026 was Victory Capital Management, an estimated $57.4M added.
  • The largest Victory Portfolios II VictoryShares Core Plus Bond ETF seller in Q1 2026 was Corient Private Wealth, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2026.