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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
MAS
101
MPWM Advisory Solutions
Georgia
$186K -$7.93K -171 -4%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$171K
PB
103
Pinnacle Bancorp
Nebraska
$145K +$143K +3,084 New
WCM
104
WealthTrak Capital Management
Virginia
$125K
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$111K
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$72.6K +$71.7K +1,547 New
CAL
107
Capital Analysts LLC
Pennsylvania
$50K +$49.6K +1,070 New
HIA
108
Harbor Investment Advisory
Maryland
$24.8K +$10.9K +236 +81%
ZRP
109
Zynergy Retirement Planning
New Jersey
$22.6K
WTC
110
WhitTier Trust Company
Nevada
$16.4K
NA
111
NewEdge Advisors
Louisiana
$11.5K +$11.4K +245 New
SPIA
112
Steward Partners Investment Advisory
New York
$9.39K
LFG
113
Larson Financial Group
Missouri
$9.25K +$9.13K +197 New
GWSG
114
GPS Wealth Strategies Group
Colorado
$7.75K
PS
115
Principal Securities
Iowa
$1.1K
RA
116
Riversedge Advisors
Delaware
-$32M -695,989 Closed
Jane Street
117
Jane Street
New York
-$5.09M -110,854 Closed
CFGS
118
Concourse Financial Group Securities
Alabama
-$1.48M -32,162 Closed
FIA
119
Foundations Investment Advisors
Arizona
-$1.23M -26,792 Closed
RWA
120
Redhawk Wealth Advisors
Minnesota
-$895K -19,481 Closed
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
-$889K -19,342 Closed
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
-$518K -11,281 Closed
Creative Planning
123
Creative Planning
Kansas
-$417K -9,082 Closed
MWM
124
Mission Wealth Management
California
-$225K -4,889 Closed
TFS
125
Thoroughbred Financial Services
Tennessee
-$201K -4,380 Closed

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.