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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$78.9M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$78.9M |
| 3 |
Morgan Stanley
New York
|
+$40.8M |
| 4 |
RA
Riversedge Advisors
Wilmington,
Delaware
|
+$21.6M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$19.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
-$11.6M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$10.3M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$6.05M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$5.42M |
| 5 |
JP Morgan Chase
New York
|
-$4.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
76
Harbour Investments
Madison,
Wisconsin
| $2.02K | – | – | – |
|
77
Citigroup
New York
| $2.02K | +$1.94K | +43 | New |
|
|
GI
78
Gradient Investments
Arden Hills,
Minnesota
| $30 | – | – | – |
|
|
FHC
79
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$5.42M | -121,581 | Closed |
|
|
SPC
80
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$359K | -8,067 | Closed |
|
|
TRCT
81
Tower Research Capital (TRC)
New York
| – | -$89 | -2 | Closed |
|
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.