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FBGX

UBS AG FI Enhanced Large Cap Growth ETN

Delisted

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

28 hedge funds and large institutions have $1.06B invested in UBS AG FI Enhanced Large Cap Growth ETN in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

8% more funds holding

Funds holding: 2628 (+2)

38% less capital invested

Capital invested by funds: $1.7B → $1.06B (-$638M)

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
2
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.05B -$14.6M -60,738 -1%
US Bancorp
2
US Bancorp
Minnesota
$673K
JIC
3
Johnson Investment Counsel
Ohio
$530K
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$527K -$4.14M -17,229 -86%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$452K -$6.96K -29 -1%
Jane Street
6
Jane Street
New York
$353K -$5M -20,812 -92%
Creative Planning
7
Creative Planning
Kansas
$299K
Morgan Stanley
8
Morgan Stanley
New York
$295K +$32.2K +134 +9%
PCA
9
Personal Capital Advisors
California
$211K +$268K +1,114 New
JMPWA
10
JP Morgan Private Wealth Advisors
California
$203K +$45.6K +190 +22%
MCM
11
MAI Capital Management
Ohio
$202K
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$173K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$84K -$14.4K -60 -12%
LC
14
Lavaca Capital
Texas
$77K +$97K +404 New
TCOV
15
Trust Company of Vermont
Vermont
$68K
MRCM
16
M&R Capital Management
New Jersey
$62K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$55K +$70.1K +292 New
ASN
18
Advisory Services Network
Georgia
$51K -$12.7K -53 -16%
RFC
19
Regions Financial Corp
Alabama
$44K
SQA
20
Simon Quick Advisors
New Jersey
$42K +$53.1K +221 New
BAM
21
Bruderman Asset Management
New York
$39K +$50K +208 New
SSB
22
Sandy Spring Bank
Maryland
$38K -$12K -50 -20%
GSC
23
G&S Capital
Colorado
$38K +$48.3K +201 New
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$32K
DWM
25
Destination Wealth Management
California
$21K +$27.1K +113 New