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FBGX

UBS AG FI Enhanced Large Cap Growth ETN

Delisted

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

37 hedge funds and large institutions have $1.33B invested in UBS AG FI Enhanced Large Cap Growth ETN in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

42% more funds holding

Funds holding: 2637 (+11)

18% more capital invested

Capital invested by funds: $1.12B → $1.33B (+$204M)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
37
Holders Change
+11
Holders Change %
+42.31%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
4
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.31B -$27.2M -90,285 -2%
Jane Street
2
Jane Street
New York
$4.17M +$2.82M +9,349 +297%
BP
3
BBR Partners
New York
$1.44M +$1.31M +4,332 New
Creative Planning
4
Creative Planning
Kansas
$931K +$276K +914 +49%
JIC
5
Johnson Investment Counsel
Ohio
$723K -$52.5K -174 -7%
Morgan Stanley
6
Morgan Stanley
New York
$634K -$18.1K -60 -3%
ISL
7
Ingalls & Snyder LLC
New York
$546K +$495K +1,639 New
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$500K +$177K +587 +64%
PCA
9
Personal Capital Advisors
California
$490K +$444K +1,470 New
PP
10
PagnatoKarp Partners
Virginia
$483K
RJFSA
11
Raymond James Financial Services Advisors
Florida
$482K +$437K +1,447 New
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$461K -$100K -332 -19%
FT
13
Fiduciary Trust
Massachusetts
$423K
Truist Financial
14
Truist Financial
North Carolina
$400K +$362K +1,200 New
JMPWA
15
JP Morgan Private Wealth Advisors
California
$357K
CAG
16
Crestwood Advisors Group
Massachusetts
$299K +$270K +896 New
MCM
17
MAI Capital Management
Ohio
$282K -$66.4K -220 -21%
Citadel Advisors
18
Citadel Advisors
Florida
$277K -$68.5K -227 -21%
IGGA
19
Iron Gate Global Advisors
Utah
$273K
AWM
20
AE Wealth Management
Kansas
$238K +$216K +715 New
SIM
21
Stratos Investment Management
Ohio
$218K +$197K +653 New
Northern Trust
22
Northern Trust
Illinois
$203K +$184K +610 New
PA
23
PSI Advisors
Florida
$145K +$132K +436 New
MRCM
24
M&R Capital Management
New Jersey
$109K
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$101K +$40.1K +133 +78%