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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 $1.38B invested in UBS AG FI Enhanced Large Cap Growth ETN in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $1.06B → $1.38B (+$320M)

0% more funds holding

Funds holding: 2828 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.37B -$21.7M -95,265 -2%
Jane Street
2
Jane Street
New York
$4.17M +$3.37M +14,786 +795%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$580K -$17.1K -75 -3%
JIC
4
Johnson Investment Counsel
Ohio
$575K
Creative Planning
5
Creative Planning
Kansas
$471K +$68.2K +299 +19%
Morgan Stanley
6
Morgan Stanley
New York
$415K +$23.3K +102 +7%
Citadel Advisors
7
Citadel Advisors
Florida
$392K +$357K +1,564 New
PCA
8
Personal Capital Advisors
California
$278K -$1.14K -5 -0.4%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$268K
MCM
10
MAI Capital Management
Ohio
$267K
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$229K
IGGA
12
Iron Gate Global Advisors
Utah
$205K +$187K +818 New
RFC
13
Regions Financial Corp
Alabama
$138K +$71.9K +315 +135%
CFA
14
Camarda Financial Advisors
Florida
$130K +$118K +519 New
LC
15
Lavaca Capital
Texas
$101K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$90K -$18.9K -83 -19%
MRCM
17
M&R Capital Management
New Jersey
$90K
TCOV
18
Trust Company of Vermont
Vermont
$90K
ASN
19
Advisory Services Network
Georgia
$68K
ME
20
McIlrath & Eck
Washington
$57K +$52K +228 New
SQA
21
Simon Quick Advisors
New Jersey
$55K
TC
22
Truvestments Capital
Florida
$55K +$49.7K +218 New
GSC
23
G&S Capital
Colorado
$50K
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$43K
SSB
25
Sandy Spring Bank
Maryland
$25K -$22.8K -100 -50%