Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
43 hedge funds and large institutions have $1.4B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 5 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 6
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
19% more funds holding
Funds holding: 36 → 43 (+7)
1% more capital invested
Capital invested by funds: $1.38B → $1.4B (+$15.4M)
0.61% less ownership
Funds ownership: 96.84% → 96.23% (-0.61%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWAP
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
+$10.7M |
| 2 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
+$8.9M |
| 3 |
GA
Goldstein Advisors
Madison,
Wisconsin
|
+$8.78M |
| 4 |
Morgan Stanley
New York
|
+$4.44M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$3.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.53M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$5.21M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.24M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.49M |
| 5 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
-$216K |
UITB Hedge Fund Activity: Q2 2023 in Review
43 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) for Q2 2023, worth a combined $1.4B — up 1.1% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new UITB positions and 5 closed out — a net gain of 7 holders — while 20 added to existing stakes and 6 trimmed.
The largest buyer was Alliance Wealth Advisors (Pennsylvania), opening a new position worth an estimated $10.7M. The largest seller was Jane Street, cutting an estimated $6.53M.
- 43 institutional investors held Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) as of Q2 2023, up from 36 in Q1 2023.
- Funds reported $1.4B of Victory Portfolios II VictoryShares Core Intermediate Bond ETF stock for Q2 2023, up 1.1% quarter-over-quarter.
- 12 funds opened new Victory Portfolios II VictoryShares Core Intermediate Bond ETF positions in Q2 2023 and 5 closed out, a net change of +7 holders.
- The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF buyer in Q2 2023 was Alliance Wealth Advisors (Pennsylvania), an estimated $10.7M added.
- The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF seller in Q2 2023 was Jane Street, an estimated $6.53M sold.
Based on aggregated 13F filings for Q2 2023.