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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

108 hedge funds and large institutions have $1.97B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

145% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 22

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

17% more funds holding

Funds holding: 92108 (+16)

2% more capital invested

Capital invested by funds: $1.92B → $1.97B (+$48.1M)

0.74% less ownership

Funds ownership: 96.6%95.86% (-0.74%)

Holders
108
Holders Change
+16
Holders Change %
+17.39%
% of All Funds
1.56%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
22
Increased
54
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$843M -$53.1M -1,159,143 -6%
Charles Schwab
2
Charles Schwab
California
$303M -$3.3M -71,948 -1%
USAA
3
United Services Automobile Association
Texas
$106M +$4.97M +108,558 +5%
BCI
4
Brinker Capital Investments
Pennsylvania
$75.6M -$2.76M -60,174 -4%
OPS
5
Orion Portfolio Solutions
Nebraska
$75.6M -$2.76M -60,174 -4%
Morgan Stanley
6
Morgan Stanley
New York
$70.8M +$28.3M +617,015 +67%
BWL
7
Bogart Wealth LLC
Virginia
$58.3M +$736K +16,059 +1%
Jane Street
8
Jane Street
New York
$31.6M +$26.2M +570,920 +492%
RA
9
Riversedge Advisors
Delaware
$25M -$3.76M -82,072 -13%
Osaic Holdings
10
Osaic Holdings
Arizona
$24M +$2.03M +44,238 +9%
ACG
11
Allen Capital Group
Nebraska
$22.2M +$494K +10,793 +2%
AWAP
12
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$20.9M +$265K +5,786 +1%
MW
13
MBL Wealth
North Carolina
$20.6M +$20.5M +447,923 New
AF
14
Allworth Financial
California
$19.6M +$980K +21,391 +5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$18.4M +$3.08M +67,211 +20%
Bank of America
16
Bank of America
North Carolina
$18.2M +$2.52M +54,972 +16%
LPL Financial
17
LPL Financial
California
$17.3M +$7.2M +157,096 +72%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$16.2M +$1.64M +35,772 +11%
NAS
19
Nicolet Advisory Services
Wisconsin
$15M +$14.8M +323,149 New
NDSI
20
Newman Dignan & Sheerar Inc
Rhode Island
$12.1M +$8.27M +180,614 +221%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$11.4M +$11.1M +243,196 New
AEPWM
22
Atlantic Edge Private Wealth Management
Florida
$10.7M -$18.8K -411 -0.2%
HCA
23
Horan Capital Advisors
Ohio
$9.27M +$143K +3,111 +2%
Truist Financial
24
Truist Financial
North Carolina
$9.05M +$244K +5,326 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$8.48M +$879K +19,184 +12%

UITB Hedge Fund Activity: Q2 2024 in Review

108 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) for Q2 2024, worth a combined $1.97B — up 2.5% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UITB positions and 4 closed out — a net gain of 18 holders — while 54 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.3M. The largest seller was Victory Capital Management, cutting an estimated $53.1M.

  • 108 institutional investors held Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) as of Q2 2024, up from 92 in Q1 2024.
  • Funds reported $1.97B of Victory Portfolios II VictoryShares Core Intermediate Bond ETF stock for Q2 2024, up 2.5% quarter-over-quarter.
  • 22 funds opened new Victory Portfolios II VictoryShares Core Intermediate Bond ETF positions in Q2 2024 and 4 closed out, a net change of +18 holders.
  • The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF buyer in Q2 2024 was Morgan Stanley, an estimated $28.3M added.
  • The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF seller in Q2 2024 was Victory Capital Management, an estimated $53.1M sold.

Based on aggregated 13F filings for Q2 2024.