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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
CWM
76
Cornerstone Wealth Management
Missouri
$806K +$46.9K +1,011 +6%
SPC
77
Sigma Planning Corp
Michigan
$765K -$165K -3,553 -18%
WIA
78
World Investment Advisors
California
$729K +$720K +15,538 New
SA
79
Sanctuary Advisors
Indiana
$687K +$22.9K +494 +3%
BCI
80
Brinker Capital Investments
Pennsylvania
$641K -$70.9M -1,529,402 -99%
OPS
81
Orion Portfolio Solutions
Nebraska
$641K -$70.9M -1,529,402 -99%
PCS
82
Personal CFO Solutions
New Jersey
$568K -$5.29M -114,068 -90%
SFG
83
Sovereign Financial Group
Connecticut
$556K +$2.92K +63 +0.5%
Comerica Bank
84
Comerica Bank
Texas
$539K +$100K +2,159 +23%
NG
85
Novem Group
New York
$539K -$208K -4,485 -28%
MGWM
86
Marks Group Wealth Management
Minnesota
$501K
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$500K -$159K -3,432 -24%
PGAM
88
Princeton Global Asset Management
New Jersey
$466K +$4.17K +90 +0.9%
GA
89
Goldstein Advisors
Wisconsin
$448K +$10.8K +234 +3%
KFGK
90
Keystone Financial Group (Kentucky)
Kentucky
$445K +$9.88K +213 +2%
AWM
91
Avaii Wealth Management
Wisconsin
$424K +$27.9K +602 +7%
AQR Capital Management
92
AQR Capital Management
Connecticut
$333K +$329K +7,100 New
IC
93
IEQ Capital
California
$333K +$329K +7,100 New
PWM
94
Perigon Wealth Management
California
$289K +$36.8K +793 +15%
FHA
95
Flagship Harbor Advisors
Massachusetts
$279K -$38.9K -838 -12%
Betterment LLC
96
Betterment LLC
New York
$273K -$39.8K -858 -13%
FFA
97
Fortune Financial Advisors
Kansas
$242K +$25.7K +555 +12%
P
98
&Partners
Tennessee
$229K +$227K +4,888 New
AAS
99
Ameritas Advisory Services
Nebraska
$225K -$25.9K -558 -10%
BCA
100
Bay Colony Advisors
Massachusetts
$204K -$113K -2,444 -36%

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.