UITB icon

Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB

Overview Fund Activity

113 hedge funds and large institutions have $2.12B 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, 60 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
113
Holders Change
-5
Holders Change %
-4.24%
% 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
60
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
SouthState Corp
Florida
$36.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$139M
3
LPL Financial
3
LPL Financial
California
$73.6M
4
USAA
4
United Services Automobile Association
Texas
$114M
5
ACG
5
Allen Capital Group
Nebraska
$36.4M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$641K
2
OPS
2
Orion Portfolio Solutions
Nebraska
$641K
3
Charles Schwab
3
Charles Schwab
California
$263M
4
RA
4
Riversedge Advisors
Delaware
$0
5
Victory Capital Management
5
Victory Capital Management
Texas
$848M
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$765K 16,294 -3,553 -18%
WIA
77
World Investment Advisors
California
$729K 15,538 +15,538 New
BCI
78
Brinker Capital Investments
Pennsylvania
$641K 13,655 -1,529,402 -99%
OPS
79
Orion Portfolio Solutions
Nebraska
$641K 13,655 -1,529,402 -99%
PCS
80
Personal CFO Solutions
New Jersey
$568K 12,107 -114,068 -90%
SFG
81
Sovereign Financial Group
Connecticut
$556K 11,851 +63 +0.5%
Comerica Bank
82
Comerica Bank
Texas
$539K 11,483 +2,159 +23%
NG
83
Novem Group
New York
$539K 11,472 -4,485 -28%
MGWM
84
Marks Group Wealth Management
Minnesota
$501K 10,676 – –
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$500K 10,648 -3,432 -24%
PGAM
86
Princeton Global Asset Management
New Jersey
$466K 9,926 +90 +0.9%
GA
87
Goldstein Advisors
Wisconsin
$448K 9,553 +234 +3%
KFGK
88
Keystone Financial Group (Kentucky)
Kentucky
$445K 9,480 +213 +2%
AWM
89
Avaii Wealth Management
Wisconsin
$424K 9,034 +602 +7%
AQR Capital Management
90
AQR Capital Management
Connecticut
$333K 7,100 +7,100 New
IC
91
IEQ Capital
California
$333K 7,100 +7,100 New
PWM
92
Perigon Wealth Management
California
$289K 6,153 +793 +15%
FHA
93
Flagship Harbor Advisors
Massachusetts
$279K 5,952 -838 -12%
Betterment LLC
94
Betterment LLC
New York
$273K 5,817 -858 -13%
FFA
95
Fortune Financial Advisors
Kansas
$242K 5,159 +555 +12%
P
96
&Partners
Tennessee
$229K 4,888 +4,888 New
AAS
97
Ameritas Advisory Services
Nebraska
$225K 4,784 -558 -10%
BCA
98
Bay Colony Advisors
Massachusetts
$204K 4,350 -2,444 -36%
MAS
99
MPWM Advisory Solutions
Georgia
$186K 3,952 -171 -4%
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$171K 3,661 – –
2 3
4
5 6