Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
29 hedge funds and large institutions have $1.29B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 7 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
4% more funds holding
Funds holding: 28 → 29 (+1)
5% more capital invested
Capital invested by funds: $1.23B → $1.29B (+$55.6M)
1.05% less ownership
Funds ownership: 98.44% → 97.39% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$31.9M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$2.38M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.38M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.33M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$19.8M |
| 2 |
Jane Street
New York
|
-$1.74M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.25M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$556K |
| 5 |
Rockefeller Capital Management
New York
|
-$415K |
UITB Hedge Fund Activity: Q4 2022 in Review
29 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) for Q4 2022, worth a combined $1.29B — up 4.5% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new UITB positions and 7 closed out — a net gain of 1 holder — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Charles Schwab, adding an estimated $31.9M. The largest seller was Victory Capital Management, cutting an estimated $19.8M.
- 29 institutional investors held Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) as of Q4 2022, up from 28 in Q3 2022.
- Funds reported $1.29B of Victory Portfolios II VictoryShares Core Intermediate Bond ETF stock for Q4 2022, up 4.5% quarter-over-quarter.
- 8 funds opened new Victory Portfolios II VictoryShares Core Intermediate Bond ETF positions in Q4 2022 and 7 closed out, a net change of +1 holder.
- The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF buyer in Q4 2022 was Charles Schwab, an estimated $31.9M added.
- The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF seller in Q4 2022 was Victory Capital Management, an estimated $19.8M sold.
Based on aggregated 13F filings for Q4 2022.