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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 $891M invested in UBS AG FI Enhanced Large Cap Growth ETN in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 9 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% less funds holding

Funds holding: 3728 (-9)

33% less capital invested

Capital invested by funds: $1.33B → $891M (-$436M)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

89% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 9

Holders
28
Holders Change
-9
Holders Change %
-24.32%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
1
Reduced
9
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$886M -$35.2M -110,511 -3%
Jane Street
2
Jane Street
New York
$718K -$2.99M -9,400 -75%
JIC
3
Johnson Investment Counsel
Ohio
$456K -$63.7K -200 -9%
Creative Planning
4
Creative Planning
Kansas
$435K -$291K -914 -33%
PP
5
PagnatoKarp Partners
Virginia
$336K
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$320K
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$295K +$406K +1,276 New
FT
8
Fiduciary Trust
Massachusetts
$294K
PCA
9
Personal Capital Advisors
California
$267K -$102K -319 -22%
ISL
10
Ingalls & Snyder LLC
New York
$248K -$180K -567 -35%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$248K
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$212K -$187K -587 -39%
CAG
13
Crestwood Advisors Group
Massachusetts
$201K -$9.55K -30 -3%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$150K +$157K +492 +315%
MRCM
15
M&R Capital Management
New Jersey
$76K
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$70K
ASN
17
Advisory Services Network
Georgia
$63K
GSC
18
G&S Capital
Colorado
$46K
TCOV
19
Trust Company of Vermont
Vermont
$28K
GI
20
Gradient Investments
Minnesota
$28K +$39.2K +123 New
FHA
21
First Horizon Advisors
Tennessee
$25K
WT
22
Washington Trust
Rhode Island
$21K +$29.3K +92 New
TC
23
Truvestments Capital
Florida
$21K +$29.9K +94 New
MAWCM
24
Mine & Arao Wealth Creation & Management
California
$16K
SQA
25
Simon Quick Advisors
New Jersey
$14K