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FBGX

UBS AG FI Enhanced Large Cap Growth ETN
FBGX

Delisted

FBGX was delisted on the 18th of June, 2024.

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39 hedge funds and large institutions have $20.1M invested in UBS AG FI Enhanced Large Cap Growth ETN in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

26% more capital invested

Capital invested by funds: $16M → $20.1M (+$4.12M)

11% more funds holding

Funds holding: 35 → 39 (+4)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
3
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$931K
2
CCG
Catalina Capital Group
California
+$264K
3
FAT
First American Trust
California
+$208K
4
FPCP
Fort Point Capital Partners
California
+$196K
5
EWM
Empirical Wealth Management
Washington
+$191K

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$452K
2
Mariner
Mariner
Kansas
-$417K
3
AWA
Arete Wealth Advisors
Illinois
-$223K
4
MWM
Meridian Wealth Management
Kentucky
-$218K
5
AWM
AE Wealth Management
Kansas
-$205K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
26
First American Trust
California
$226K +$208K +268 New
FPCP
27
Fort Point Capital Partners
California
$213K +$196K +252 New
EWM
28
Empirical Wealth Management
Washington
$207K +$191K +246 New
LPL Financial
29
LPL Financial
California
$205K +$189K +243 New
TI
30
Truepoint Inc
Ohio
$203K +$187K +241 New
Empower Advisory Group
31
Empower Advisory Group
Colorado
$203K +$187K +241 New
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$143K – – –
DWM
33
Dogwood Wealth Management
Kansas
$84.3K – – –
WT
34
Washington Trust
Rhode Island
$77.6K – – –
MAWCM
35
Mine & Arao Wealth Creation & Management
California
$58.2K – – –
UBS Group
36
UBS Group
Switzerland
$56.5K +$33.4K +43 +179%
RFA
37
Register Financial Advisors
Georgia
$48.1K +$44.3K +57 New
FFA
38
Farther Finance Advisors
California
$45.4K +$41.9K +54 New
TCOV
39
Trust Company of Vermont
Vermont
$42.2K – – –
Bank of America
40
Bank of America
North Carolina
$1.66K – – –
FTUS
41
Flow Traders U.S.
New York
– -$452K -650 Closed
AWA
42
Arete Wealth Advisors
Illinois
– -$223K -321 Closed
MWM
43
Meridian Wealth Management
Kentucky
– -$218K -314 Closed
AWM
44
AE Wealth Management
Kansas
– -$205K -274 Closed
Osaic Holdings
45
Osaic Holdings
Arizona
– -$12.5K -18 Closed
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