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Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB

78 hedge funds and large institutions have $1.79B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

37% more funds holding

Funds holding: 57 → 78 (+21)

25% more capital invested

Capital invested by funds: $1.43B → $1.79B (+$358M)

5.41% more ownership

Funds ownership: 94.2% → 99.6% (+5.4%)

Holders
78
Holders Change
+21
Holders Change %
+36.84%
% of All Funds
1.14%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
24
Increased
30
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
+$78.9M
2
OPS
Orion Portfolio Solutions
Nebraska
+$78.9M
3
Morgan Stanley
Morgan Stanley
New York
+$40.8M
4
RA
Riversedge Advisors
Delaware
+$21.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$19.2M

Top Sellers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
-$11.6M
2
Victory Capital Management
Victory Capital Management
Texas
-$10.3M
3
Charles Schwab
Charles Schwab
California
-$6.05M
4
FHC
First Heartland Consultants
Missouri
-$5.42M
5
JP Morgan Chase
JP Morgan Chase
New York
-$4.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
LS
26
Leelyn Smith
Illinois
$3M -$388K -8,621 -12%
TFA
27
Toth Financial Advisory
Virginia
$2.93M +$1.03M +22,980 +58%
GIA
28
Gladstone Institutional Advisory
Florida
$2.73M +$620K +13,776 +31%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.37M +$1.09M +24,286 +93%
FFG
30
Fortem Financial Group
California
$2.35M +$2.25M +50,074 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.46M +$592K +13,165 +73%
ASN
32
Advisory Services Network
Georgia
$1.45M -$405K -9,000 -23%
Wells Fargo
33
Wells Fargo
California
$1.38M +$1.32M +29,437 +2,943,700%
PAG
34
Private Advisor Group
New Jersey
$1.38M +$1.32M +29,350 New
AWM
35
AE Wealth Management
Kansas
$1.34M +$1.3M +28,824 New
UBS Group
36
UBS Group
Switzerland
$1.33M +$150K +3,344 +13%
RWA
37
Redhawk Wealth Advisors
Minnesota
$1.27M +$1.22M +27,040 New
SPG
38
Strategic Planning Group
Utah
$1.25M +$1.2M +26,610 New
AWM
39
Aspire Wealth Management
Massachusetts
$1.19M +$128K +2,839 +13%
CFGS
40
Concourse Financial Group Securities
Alabama
$1.16M +$1.06M +23,453 +1,851%
MML Investors Services
41
MML Investors Services
Massachusetts
$1.13M -$6.12K -136 -0.6%
BCM
42
Brookstone Capital Management
Illinois
$983K +$943K +20,964 New
DWP
43
Daymark Wealth Partners
Ohio
$975K +$629K +13,985 +206%
Stifel Financial
44
Stifel Financial
Missouri
$968K -$80.2K -1,782 -8%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$913K +$352K +7,825 +67%
SIMG
46
Sonora Investment Management Group
Arizona
$768K +$736K +16,365 New
FFN
47
Focus Financial Network
Minnesota
$695K +$64.5K +1,433 +11%
FTUS
48
Flow Traders U.S.
New York
$643K +$617K +13,714 New
SFG
49
Sovereign Financial Group
Connecticut
$567K -$34K -755 -6%
TFS
50
Thoroughbred Financial Services
Tennessee
$558K +$132K +2,924 +33%
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UITB Hedge Fund Activity: Q4 2023 in Review

78 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) for Q4 2023, worth a combined $1.79B — up 25% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UITB positions and 3 closed out — a net gain of 21 holders — while 30 added to existing stakes and 18 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $78.9M. The largest seller was Allworth Financial, cutting an estimated $11.6M.

  • 78 institutional investors held Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) as of Q4 2023, up from 57 in Q3 2023.
  • Funds reported $1.79B of Victory Portfolios II VictoryShares Core Intermediate Bond ETF stock for Q4 2023, up 25% quarter-over-quarter.
  • 24 funds opened new Victory Portfolios II VictoryShares Core Intermediate Bond ETF positions in Q4 2023 and 3 closed out, a net change of +21 holders.
  • The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF buyer in Q4 2023 was Brinker Capital Investments, an estimated $78.9M added.
  • The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF seller in Q4 2023 was Allworth Financial, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2023.