Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
19 hedge funds and large institutions have $441M invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
39% more capital inflows, than outflows
Capital inflows: $32M | Capital outflows: $23M
6% more funds holding
Funds holding: 18 → 19 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.84% less ownership
Funds ownership: 95.04% → 94.2% (-0.84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$22.5M |
| 2 |
Morgan Stanley
New York
|
+$4.99M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$1.42M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.12M |
| 5 |
TFA
Toth Financial Advisory
Leesburg,
Virginia
|
+$872K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$21.3M |
| 2 |
Jane Street
New York
|
-$1.34M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$327K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$25K |
| 5 |
EWP
Engrave Wealth Partners
The Woodlands,
Texas
|
-$2K |
UITB Hedge Fund Activity: Q3 2020 in Review
19 of the 4,972 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) for Q3 2020, worth a combined $441M — up 2.6% from $430M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UITB positions and 2 closed out — a net gain of 1 holder — while 12 added to existing stakes and 4 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $22.5M. The largest seller was Charles Schwab, cutting an estimated $21.3M.
- 19 institutional investors held Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) as of Q3 2020, up from 18 in Q2 2020.
- Funds reported $441M of Victory Portfolios II VictoryShares Core Intermediate Bond ETF stock for Q3 2020, up 2.6% quarter-over-quarter.
- 3 funds opened new Victory Portfolios II VictoryShares Core Intermediate Bond ETF positions in Q3 2020 and 2 closed out, a net change of +1 holder.
- The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF buyer in Q3 2020 was Victory Capital Management, an estimated $22.5M added.
- The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF seller in Q3 2020 was Charles Schwab, an estimated $21.3M sold.
Based on aggregated 13F filings for Q3 2020.