Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
28 hedge funds and large institutions have $1.23B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
1.78% more ownership
Funds ownership: 96.66% → 98.44% (+1.8%)
3% more capital invested
Capital invested by funds: $1.2B → $1.23B (+$35M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 29 → 28 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$64.8M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$11.9M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$11.4M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$10.4M |
| 5 |
Jane Street
New York
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F4L
Fortune 45 LLC
Gonzales,
Louisiana
|
-$742K |
| 2 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$528K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$511K |
| 4 |
TFA
Toth Financial Advisory
Leesburg,
Virginia
|
-$445K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$391K |
UITB Hedge Fund Activity: Q3 2022 in Review
28 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) for Q3 2022, worth a combined $1.23B — up 2.9% from $1.2B a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of UITB and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 11 added.
The largest buyer was Charles Schwab, adding an estimated $64.8M. The largest seller was Fortune 45 LLC, exiting entirely with an estimated $742K sold.
- 28 institutional investors held Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) as of Q3 2022, down from 29 in Q2 2022.
- Funds reported $1.23B of Victory Portfolios II VictoryShares Core Intermediate Bond ETF stock for Q3 2022, up 2.9% quarter-over-quarter.
- 4 funds opened new Victory Portfolios II VictoryShares Core Intermediate Bond ETF positions in Q3 2022 and 5 closed out, a net change of -1 holder.
- The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF buyer in Q3 2022 was Charles Schwab, an estimated $64.8M added.
- The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF seller in Q3 2022 was Fortune 45 LLC, an estimated $742K sold.
Based on aggregated 13F filings for Q3 2022.