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Victory Portfolios II VictoryShares Core Intermediate Bond ETF

122 hedge funds and large institutions have $2.1B invested in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

79% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 34

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

6% more funds holding

Funds holding: 115122 (+7)

0.05% more ownership

Funds ownership: 89.52%89.57% (+0.05%)

2% less capital invested

Capital invested by funds: $2.14B → $2.1B (-$45M)

Holders
122
Holders Change
+7
Holders Change %
+6.09%
% of All Funds
1.61%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.26%
New
16
Increased
61
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$693M -$156M -3,345,000 -19%
Charles Schwab
2
Charles Schwab
California
$239M -$24.6M -529,603 -9%
Morgan Stanley
3
Morgan Stanley
New York
$152M +$12.4M +266,170 +9%
USAA
4
United Services Automobile Association
Texas
$114M
LPL Financial
5
LPL Financial
California
$89.1M +$15.1M +325,475 +21%
BWL
6
Bogart Wealth LLC
Virginia
$88.2M +$3.38M +72,651 +4%
Bank of America
7
Bank of America
North Carolina
$52.2M +$10.7M +230,144 +26%
Raymond James Financial
8
Raymond James Financial
Florida
$46.8M +$2.71M +58,257 +6%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$42.3M +$12M +257,776 +40%
ACG
10
Allen Capital Group
Nebraska
$40.6M +$4.04M +86,890 +11%
Wells Fargo
11
Wells Fargo
California
$37.4M +$9.16M +196,906 +33%
SC
12
SouthState Corp
Florida
$32.4M -$3.86M -83,098 -11%
MW
13
MBL Wealth
North Carolina
$28.1M +$438K +9,415 +2%
MAS
14
Meeder Advisory Services
Ohio
$26.5M +$26.2M +563,374 New
AF
15
Allworth Financial
California
$25.7M +$263K +5,659 +1%
AWAP
16
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$24M +$427K +9,190 +2%
PVI
17
Pine Valley Investments
New Jersey
$21.8M +$1.2M +25,819 +6%
NDSI
18
Newman Dignan & Sheerar Inc
Rhode Island
$20.9M +$1.88M +40,325 +10%
PFA
19
Pathway Financial Advisors
Vermont
$17M +$9.4M +201,996 +127%
HW
20
HORAN Wealth
Ohio
$16.4M +$16.2M +348,017 New
NAS
21
Nicolet Advisory Services
Wisconsin
$16.4M +$69.8K +1,500 +0.4%
SIG
22
Sargent Investment Group
Maryland
$16.2M +$312K +6,713 +2%
CFD
23
Creative Financial Designs
Indiana
$14.9M +$6.12M +131,612 +72%
AEPWM
24
Atlantic Edge Private Wealth Management
Florida
$12.4M +$437K +9,392 +4%
PD
25
Planning Directions
Pennsylvania
$10.7M -$68.9K -1,482 -0.6%

UITB Hedge Fund Activity: Q2 2025 in Review

122 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) for Q2 2025, worth a combined $2.1B — down 2.1% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UITB positions and 7 closed out — a net gain of 9 holders — while 61 added to existing stakes and 34 trimmed.

The largest buyer was Meeder Advisory Services, opening a new position worth an estimated $26.2M. The largest seller was Victory Capital Management, cutting an estimated $156M.

  • 122 institutional investors held Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) as of Q2 2025, up from 115 in Q1 2025.
  • Funds reported $2.1B of Victory Portfolios II VictoryShares Core Intermediate Bond ETF stock for Q2 2025, down 2.1% quarter-over-quarter.
  • 16 funds opened new Victory Portfolios II VictoryShares Core Intermediate Bond ETF positions in Q2 2025 and 7 closed out, a net change of +9 holders.
  • The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF buyer in Q2 2025 was Meeder Advisory Services, an estimated $26.2M added.
  • The largest Victory Portfolios II VictoryShares Core Intermediate Bond ETF seller in Q2 2025 was Victory Capital Management, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2025.