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Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB

145 hedge funds and large institutions have $2.51B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 24

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

22% more funds holding in top 10

Funds holding in top 10: 18 → 22 (+4)

11% more funds holding

Funds holding: 131 → 145 (+14)

8% more capital invested

Capital invested by funds: $2.32B → $2.51B (+$190M)

0.17% less ownership

Funds ownership: 93.01% → 92.84% (-0.17%)

Holders
145
Holders Change
+14
Holders Change %
+10.69%
% of All Funds
1.76%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.27%
New
23
Increased
86
Reduced
24
Closed
9
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$7K

Top Buyers

1
GSWM
Greenup Street Wealth Management
Michigan
+$21.1M
2
SA
Sanctuary Advisors
Indiana
+$13.7M
3
LPL Financial
LPL Financial
California
+$9.66M
4
SFA
Souders Financial Advisors
Ohio
+$8.08M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.24M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.87M
2
FTUS
Flow Traders U.S.
New York
-$3.71M
3
OAS
Optivise Advisory Services
Tennessee
-$1.96M
4
MML Investors Services
MML Investors Services
Massachusetts
-$1.32M
5
FS
Ferguson Shapiro
Georgia
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
101
Keystone Financial Group (Kentucky)
Kentucky
$542K +$72.1K +1,515 +15%
JWCA
102
J.W. Cole Advisors
Florida
$536K +$285K +5,985 +112%
SEIA
103
Signature Estate & Investment Advisors
California
$535K +$9.32K +196 +2%
AWM
104
Avaii Wealth Management
Wisconsin
$509K +$47.4K +996 +10%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$504K +$66.7K +1,402 +15%
PCS
106
Personal CFO Solutions
New Jersey
$472K -$14.2K -299 -3%
MGWM
107
Marks Group Wealth Management
Minnesota
$444K – – –
CL
108
Choreo LLC
Illinois
$439K – – –
AQR Capital Management
109
AQR Capital Management
Connecticut
$434K +$98K +2,059 +29%
PGAM
110
Princeton Global Asset Management
New Jersey
$429K -$3.04K -64 -0.7%
ACA
111
Aspire Capital Advisors
Washington
$403K +$19.6K +411 +5%
PWM
112
Perigon Wealth Management
California
$390K +$14.6K +307 +4%
GA
113
Goldstein Advisors
Wisconsin
$377K +$476 +10 +0.1%
FTUS
114
Flow Traders U.S.
New York
$359K -$3.71M -77,992 -91%
IC
115
IEQ Capital
California
$336K – – –
Betterment LLC
116
Betterment LLC
New York
$299K +$15.1K +318 +5%
GRP
117
Global Retirement Partners
California
$292K +$26.4K +554 +10%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$259K +$65.4K +1,375 +34%
CCMG
119
Clark Capital Management Group
Pennsylvania
$245K +$246K +5,164 New
CAC
120
Certified Advisory Corp
Florida
$237K +$2.9K +61 +1%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$228K +$6.14K +129 +3%
CAM
122
Concorde Asset Management
Michigan
$226K -$28.9K -608 -11%
FFA
123
Fortune Financial Advisors
Kansas
$218K – – –
KAS
124
Kestra Advisory Services
Texas
$184K +$185K +3,895 New
HIA
125
Harbor Investment Advisory
Maryland
$167K +$142K +2,992 +567%
3 4
5
6 7

UITB Hedge Fund Activity: Q4 2025 in Review

145 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) for Q4 2025, worth a combined $2.51B — up 8.2% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UITB positions and 9 closed out — a net gain of 14 holders — while 86 added to existing stakes and 24 trimmed.

The largest buyer was Greenup Street Wealth Management, opening a new position worth an estimated $21.1M. The largest seller was Morgan Stanley, cutting an estimated $8.87M.

  • 145 institutional investors held Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) as of Q4 2025, up from 131 in Q3 2025.
  • Funds reported $2.51B of Victory Portfolios II VictoryShares Core Intermediate Bond ETF stock for Q4 2025, up 8.2% quarter-over-quarter.
  • 23 funds opened new Victory Portfolios II VictoryShares Core Intermediate Bond ETF positions in Q4 2025 and 9 closed out, a net change of +14 holders.
  • The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF buyer in Q4 2025 was Greenup Street Wealth Management, an estimated $21.1M added.
  • The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF seller in Q4 2025 was Morgan Stanley, an estimated $8.87M sold.

Based on aggregated 13F filings for Q4 2025.