Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
118 hedge funds and large institutions have $2.21B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 22 reducing their positions, and 13 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 22
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
12% more funds holding in top 10
Funds holding in top 10: 17 → 19 (+2)
3% more funds holding
Funds holding: 115 → 118 (+3)
2% more capital invested
Capital invested by funds: $2.17B → $2.21B (+$34.2M)
0.52% less ownership
Funds ownership: 93.76% → 93.24% (-0.52%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$30.4M |
| 2 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
+$22.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$15.1M |
| 4 |
PCMC
Private Capital Management (Colorado)
Denver,
Colorado
|
+$14.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.2M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$6.62M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$5.65M |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$5.2M |
UITB Hedge Fund Activity: Q4 2024 in Review
118 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) for Q4 2024, worth a combined $2.21B — up 1.6% from $2.17B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new UITB positions and 13 closed out — a net gain of 8 holders — while 66 added to existing stakes and 22 trimmed.
The largest buyer was LPL Financial, adding an estimated $30.4M. The largest seller was Osaic Holdings, cutting an estimated $16.8M.
- 118 institutional investors held Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) as of Q4 2024, up from 115 in Q3 2024.
- Funds reported $2.21B of Victory Portfolios II VictoryShares Core Intermediate Bond ETF stock for Q4 2024, up 1.6% quarter-over-quarter.
- 21 funds opened new Victory Portfolios II VictoryShares Core Intermediate Bond ETF positions in Q4 2024 and 13 closed out, a net change of +8 holders.
- The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF buyer in Q4 2024 was LPL Financial, an estimated $30.4M added.
- The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF seller in Q4 2024 was Osaic Holdings, an estimated $16.8M sold.
Based on aggregated 13F filings for Q4 2024.