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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

115 hedge funds and large institutions have $2.14B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 29

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

3% less capital invested

Capital invested by funds: $2.21B → $2.14B (-$64.3M)

3% less funds holding

Funds holding: 118115 (-3)

3.73% less ownership

Funds ownership: 93.24%89.52% (-3.7%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
115
Holders Change
-3
Holders Change %
-2.54%
% of All Funds
1.54%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.24%
New
14
Increased
62
Reduced
29
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
26
IMA Advisory Services
Colorado
$8.59M +$8.48M +182,951 New
CF
27
Cyr Financial
Illinois
$7.99M +$288K +6,210 +4%
PWMG
28
Pinnacle Wealth Management Group
Michigan
$7.93M +$351K +7,574 +5%
ACA
29
Aptus Capital Advisors
Alabama
$7.54M -$1M -21,664 -12%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$7.54M +$477K +10,286 +7%
PFA
31
Pathway Financial Advisors
Vermont
$7.44M +$842K +18,151 +13%
NPAN
32
Northeast Planning Associates NH
New Hampshire
$7.42M +$25.3K +545 +0.3%
TFA
33
Toth Financial Advisory
Virginia
$7.04M +$747K +16,118 +12%
AF
34
Advisornet Financial
Minnesota
$6.78M +$942K +20,321 +16%
EF
35
Envision Financial
Wisconsin
$6.75M +$1.06M +22,913 +19%
FSA
36
Financial Services Advisory
Maryland
$6.63M -$1.5M -32,387 -19%
FC
37
Fjell Capital
North Dakota
$6.51M +$2.15M +46,307 +50%
JP Morgan Chase
38
JP Morgan Chase
New York
$6.28M +$910K +19,623 +17%
STA
39
Smith Thornton Advisors
Alabama
$5.69M -$667K -14,375 -11%
GIA
40
Gladstone Institutional Advisory
Florida
$5.31M +$171K +3,682 +3%
Osaic Holdings
41
Osaic Holdings
Arizona
$4.81M -$1.62M -34,922 -25%
UBS Group
42
UBS Group
Switzerland
$4.73M -$320K -6,893 -6%
IWP
43
Insight Wealth Partners
Texas
$4.51M -$30.1K -649 -0.7%
SDH
44
Sloy Dahl & Holst
Washington
$4.32M +$228K +4,908 +6%
HI
45
Harbour Investments
Wisconsin
$4.21M +$572K +12,329 +16%
PAG
46
Private Advisor Group
New Jersey
$4.16M -$3.03M -65,316 -42%
JJBC
47
James J. Burns & Company
New York
$3.31M -$84K -1,811 -3%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$2.81M +$237K +5,118 +9%
AWP
49
Axis Wealth Partners
Rhode Island
$2.39M +$272K +5,866 +13%
NW
50
NewEdge Wealth
Pennsylvania
$2.22M +$189K +4,084 +9%

UITB Hedge Fund Activity: Q1 2025 in Review

115 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) for Q1 2025, worth a combined $2.14B — down 2.9% from $2.21B a quarter earlier.

Fund positioning in UITB was balanced in Q1 2025: 14 funds opened new positions, 14 closed out, 62 added to existing stakes and 29 trimmed.

The largest buyer was SouthState Corp, opening a new position worth an estimated $35.8M. The largest seller was Brinker Capital Investments, cutting an estimated $70.9M.

  • 115 institutional investors held Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) as of Q1 2025, down from 118 in Q4 2024.
  • Funds reported $2.14B of Victory Portfolios II VictoryShares Core Intermediate Bond ETF stock for Q1 2025, down 2.9% quarter-over-quarter.
  • 14 funds opened new Victory Portfolios II VictoryShares Core Intermediate Bond ETF positions in Q1 2025 and 14 closed out, a net change of 0 holders.
  • The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF buyer in Q1 2025 was SouthState Corp, an estimated $35.8M added.
  • The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF seller in Q1 2025 was Brinker Capital Investments, an estimated $70.9M sold.

Based on aggregated 13F filings for Q1 2025.