Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
92 hedge funds and large institutions have $1.92B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 18 reducing their positions, and 9 closing their positions.
167% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 9
139% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 18
18% more funds holding
Funds holding: 78 → 92 (+14)
10% more capital invested
Capital invested by funds: $1.75B → $1.92B (+$171M)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
1.06% less ownership
Funds ownership: 97.66% → 96.6% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$46.6M |
| 2 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
+$35.1M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$15.4M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$13.2M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Goldstein Advisors
Madison,
Wisconsin
|
-$26.1M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.28M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$2.28M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.34M |
| 5 |
SIMG
Sonora Investment Management Group
Tucson,
Arizona
|
-$768K |
UITB Hedge Fund Activity: Q1 2024 in Review
92 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) for Q1 2024, worth a combined $1.92B — up 9.7% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new UITB positions and 9 closed out — a net gain of 15 holders — while 43 added to existing stakes and 18 trimmed.
The largest buyer was Charles Schwab, adding an estimated $46.6M. The largest seller was Goldstein Advisors, cutting an estimated $26.1M.
- 92 institutional investors held Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) as of Q1 2024, up from 78 in Q4 2023.
- Funds reported $1.92B of Victory Portfolios II VictoryShares Core Intermediate Bond ETF stock for Q1 2024, up 9.7% quarter-over-quarter.
- 24 funds opened new Victory Portfolios II VictoryShares Core Intermediate Bond ETF positions in Q1 2024 and 9 closed out, a net change of +15 holders.
- The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF buyer in Q1 2024 was Charles Schwab, an estimated $46.6M added.
- The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF seller in Q1 2024 was Goldstein Advisors, an estimated $26.1M sold.
Based on aggregated 13F filings for Q1 2024.