Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
115 hedge funds and large institutions have $2.17B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 24 reducing their positions, and 9 closing their positions.
171% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 24
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
55% more funds holding in top 10
Funds holding in top 10: 11 → 17 (+6)
10% more capital invested
Capital invested by funds: $1.98B → $2.17B (+$192M)
6% more funds holding
Funds holding: 108 → 115 (+7)
2.09% less ownership
Funds ownership: 95.86% → 93.76% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$27.1M |
| 2 |
PCMC
Private Capital Management (Colorado)
Denver,
Colorado
|
+$13.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.6M |
| 4 |
LPL Financial
San Diego,
California
|
+$10.7M |
| 5 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
+$9.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$30.7M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$11.4M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$10.9M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$7.13M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$3.32M |
UITB Hedge Fund Activity: Q3 2024 in Review
115 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) for Q3 2024, worth a combined $2.17B — up 9.7% from $1.98B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new UITB positions and 9 closed out — a net gain of 7 holders — while 65 added to existing stakes and 24 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $27.1M. The largest seller was Jane Street, cutting an estimated $30.7M.
- 115 institutional investors held Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) as of Q3 2024, up from 108 in Q2 2024.
- Funds reported $2.17B of Victory Portfolios II VictoryShares Core Intermediate Bond ETF stock for Q3 2024, up 9.7% quarter-over-quarter.
- 16 funds opened new Victory Portfolios II VictoryShares Core Intermediate Bond ETF positions in Q3 2024 and 9 closed out, a net change of +7 holders.
- The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF buyer in Q3 2024 was Morgan Stanley, an estimated $27.1M added.
- The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF seller in Q3 2024 was Jane Street, an estimated $30.7M sold.
Based on aggregated 13F filings for Q3 2024.