Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
108 hedge funds and large institutions have $1.98B 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.
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: 8 → 11 (+3)
17% more funds holding
Funds holding: 92 → 108 (+16)
3% more capital invested
Capital invested by funds: $1.92B → $1.98B (+$58.8M)
0.74% less ownership
Funds ownership: 96.6% → 95.86% (-0.74%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$28.3M |
| 2 |
Jane Street
New York
|
+$26.2M |
| 3 |
MW
MBL Wealth
Charlotte,
North Carolina
|
+$20.5M |
| 4 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
+$14.8M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$53.1M |
| 2 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
-$4.15M |
| 3 |
RA
Riversedge Advisors
Wilmington,
Delaware
|
-$3.76M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$3.3M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.76M |
UITB Hedge Fund Activity: Q2 2024 in Review
108 of the 6,935 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 $1.98B — up 3.1% 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 $1.98B of Victory Portfolios II VictoryShares Core Intermediate Bond ETF stock for Q2 2024, up 3.1% 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.