Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
57 hedge funds and large institutions have $1.43B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 2 closing their positions.
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
180% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 10
33% more funds holding
Funds holding: 43 → 57 (+14)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
3% more capital invested
Capital invested by funds: $1.4B → $1.43B (+$35.4M)
2.03% less ownership
Funds ownership: 96.23% → 94.2% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.8M |
| 2 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
+$10.8M |
| 3 |
JP Morgan Chase
New York
|
+$7.7M |
| 4 |
AWAP
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
+$7.19M |
| 5 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
+$4.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$2.72M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.16M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$323K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$282K |
| 5 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
-$269K |
UITB Hedge Fund Activity: Q3 2023 in Review
57 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) for Q3 2023, worth a combined $1.43B — up 2.5% from $1.4B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new UITB positions and 2 closed out — a net gain of 14 holders — while 28 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $15.8M. The largest seller was Charles Schwab, cutting an estimated $2.72M.
- 57 institutional investors held Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) as of Q3 2023, up from 43 in Q2 2023.
- Funds reported $1.43B of Victory Portfolios II VictoryShares Core Intermediate Bond ETF stock for Q3 2023, up 2.5% quarter-over-quarter.
- 16 funds opened new Victory Portfolios II VictoryShares Core Intermediate Bond ETF positions in Q3 2023 and 2 closed out, a net change of +14 holders.
- The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF buyer in Q3 2023 was Morgan Stanley, an estimated $15.8M added.
- The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF seller in Q3 2023 was Charles Schwab, an estimated $2.72M sold.
Based on aggregated 13F filings for Q3 2023.