UITB icon

Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB

Overview Fund Activity

92 hedge funds and large institutions have $1.92B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
92
Holders Change
+14
Holders Change %
+17.95%
% of All Funds
1.33%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
24
Increased
42
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$309M
2
BWL
2
Bogart Wealth LLC
Virginia
$58M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$15.4M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$14.7M
5
FHC
5
First Heartland Consultants
Missouri
$12.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.8M
2
GA
2
Goldstein Advisors
Wisconsin
$1.13M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$79M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$79M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCA
51
Bay Colony Advisors
Massachusetts
$1.26M 27,251 +18,105 +198%
HIC
52
Hartline Investment Corp
Illinois
$1.26M 27,251 +27,251 New
RWA
53
Redhawk Wealth Advisors
Minnesota
$1.18M 25,346 -1,694 -6%
MML Investors Services
54
MML Investors Services
Massachusetts
$1.16M 24,953 +979 +4%
GA
55
Goldstein Advisors
Wisconsin
$1.13M 24,353 -563,712 -96%
CFGS
56
Concourse Financial Group Securities
Alabama
$1.12M 24,125 -595 -2%
SPG
57
Strategic Planning Group
Utah
$996K 21,480 -5,130 -19%
BCM
58
Brookstone Capital Management
Illinois
$785K 16,935 -4,029 -19%
SA
59
SpiderRock Advisors
Delaware
$783K 17,055 +17,055 New
FFN
60
Focus Financial Network
Minnesota
$738K 16,342 +1,536 +10%
IWC
61
Integrated Wealth Concepts
Massachusetts
$613K 13,208 +13,208 New
SFG
62
Sovereign Financial Group
Connecticut
$546K 11,768 -313 -3%
Corient Private Wealth
63
Corient Private Wealth
Florida
$518K 11,172 +343 +3%
HS
64
Horan Securities
United States
$506K 10,915 +10,915 New
KFC
65
Klingenstein Fields & Co
New York
$501K 10,802 +3,752 +53%
SPC
66
Sigma Planning Corp
Michigan
$490K 10,555 +10,555 New
MGWM
67
Marks Group Wealth Management
Minnesota
$426K 9,180 +9,180 New
GAM
68
Gotham Asset Management
New York
$420K 9,061 +9,061 New
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$416K 8,971 -584 -6%
FIA
70
Foundations Investment Advisors
Arizona
$405K 8,723 +8,723 New
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$384K 8,280 – –
TFS
72
Thoroughbred Financial Services
Tennessee
$362K 7,815 -4,091 -34%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$356K 7,670 +320 +4%
KAS
74
Kestra Advisory Services
Texas
$306K 6,604 +6,604 New
FS
75
Ferguson Shapiro
Georgia
$262K 5,651 -2,030 -26%
1 2
3
4 5