We are live on ! Find out more
UITB icon

Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB

36 hedge funds and large institutions have $1.38B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

24% more funds holding

Funds holding: 29 → 36 (+7)

7% more capital invested

Capital invested by funds: $1.29B → $1.38B (+$92.6M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.55% less ownership

Funds ownership: 97.39% → 96.84% (-0.55%)

Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
0.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
17
Reduced
6
Closed
2
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$6K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$33.5M
2
Jane Street
Jane Street
New York
+$9.79M
3
Victory Capital Management
Victory Capital Management
Texas
+$6.94M
4
Bank of America
Bank of America
North Carolina
+$2.2M
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
+$1.64M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.94M
2
CAN
Cetera Advisor Networks
California
-$368K
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$105K
4
Mariner
Mariner
Kansas
-$52.5K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$29.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$266K -$52.5K -1,134 -17%
IWP
27
IAG Wealth Partners
Wisconsin
$101K -$23.5K -507 -19%
AAS
28
Ameritas Advisory Services
Nebraska
$45.9K +$45.6K +985 New
EWA
29
EverSource Wealth Advisors
Alabama
$43.1K +$185 +4 +0.4%
UBS Group
30
UBS Group
Switzerland
$26.1K +$25.9K +559 New
GWM
31
Geneos Wealth Management
Colorado
$25.7K -$24.5K -528 -49%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$17.9K +$829K +17,901 New
WTC
33
WhitTier Trust Company
Nevada
$16.3K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$7.47K +$7.41K +160 New
BAM
35
Belpointe Asset Management
Nevada
$3.83K – – –
BWL
36
Bogart Wealth LLC
Virginia
$2.64K – – –
CAN
37
Cetera Advisor Networks
California
– -$368K -8,096 Closed
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
– -$105K -2,307 Closed
1
2