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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
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$2.18M +$228K +4,921 +12%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$2.08M +$787K +16,973 +62%
DWP
53
Daymark Wealth Partners
Ohio
$2.02M +$140K +3,020 +8%
MML Investors Services
54
MML Investors Services
Massachusetts
$1.92M +$708K +15,272 +60%
KFC
55
Klingenstein Fields & Co
New York
$1.8M +$1.24M +26,781 +232%
KPWS
56
Kestra Private Wealth Services
Texas
$1.77M +$273K +5,893 +18%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$1.73M
Stifel Financial
58
Stifel Financial
Missouri
$1.65M -$182K -3,929 -10%
CWM
59
Congress Wealth Management
Massachusetts
$1.62M +$1.6M +34,597 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$1.62M +$292K +6,295 +22%
SPG
61
Strategic Planning Group
Utah
$1.61M +$215K +4,634 +16%
IWC
62
Integrated Wealth Concepts
Massachusetts
$1.59M +$204K +4,404 +15%
VA
63
Valmark Advisers
Ohio
$1.53M +$11.1K +239 +0.7%
GAM
64
Gotham Asset Management
New York
$1.44M +$821K +17,710 +136%
BlackRock
65
BlackRock
New York
$1.36M +$434K +9,367 +48%
BCM
66
Brookstone Capital Management
Illinois
$1.29M +$326K +7,041 +35%
GCA
67
Greenwood Capital Associates
South Carolina
$1.19M +$1.18M +25,390 New
FFN
68
Focus Financial Network
Minnesota
$1.19M +$6.49K +140 +0.6%
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$1.13M -$331K -7,138 -23%
FTUS
70
Flow Traders U.S.
New York
$1.11M +$1.1M +23,720 New
FS
71
Ferguson Shapiro
Georgia
$1.06M +$17.2K +371 +2%
CB
72
Chris Bulman
California
$996K +$301K +6,491 +44%
HS
73
Horan Securities
United States
$900K -$54.9K -1,184 -6%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$891K -$1.03M -22,183 -54%
ASN
75
Advisory Services Network
Georgia
$833K -$503K -10,849 -38%

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.