Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
18 hedge funds and large institutions have $430M invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
29% more funds holding
Funds holding: 14 → 18 (+4)
5% more capital invested
Capital invested by funds: $410M → $430M (+$19.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.66% less ownership
Funds ownership: 96.7% → 95.04% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$226M |
| 2 |
Morgan Stanley
New York
|
+$4.05M |
| 3 |
Jane Street
New York
|
+$3.05M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.5M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$778K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$230M |
| 2 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
-$42K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$26.7K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$53 |
UITB Hedge Fund Activity: Q2 2020 in Review
18 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) for Q2 2020, worth a combined $430M — up 4.8% from $410M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new UITB positions and 3 closed out — a net gain of 4 holders — while 8 added to existing stakes and 2 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $226M. The largest seller was United Services Automobile Association, cutting an estimated $230M.
- 18 institutional investors held Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) as of Q2 2020, up from 14 in Q1 2020.
- Funds reported $430M of Victory Portfolios II VictoryShares Core Intermediate Bond ETF stock for Q2 2020, up 4.8% quarter-over-quarter.
- 7 funds opened new Victory Portfolios II VictoryShares Core Intermediate Bond ETF positions in Q2 2020 and 3 closed out, a net change of +4 holders.
- The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF buyer in Q2 2020 was Charles Schwab, an estimated $226M added.
- The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF seller in Q2 2020 was United Services Automobile Association, an estimated $230M sold.
Based on aggregated 13F filings for Q2 2020.