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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 $22.4M invested in UBS AG FI Enhanced Large Cap Growth ETN in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more capital invested

Capital invested by funds: $21.2M → $22.4M (+$1.24M)

6% more funds holding

Funds holding: 3537 (+2)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
2
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$9.01M -$993K -1,581 -11%
Creative Planning
2
Creative Planning
Kansas
$1.3M +$187K +297 +19%
JIC
3
Johnson Investment Counsel
Ohio
$1.23M
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$880K -$876K -1,394 -52%
Citadel Advisors
5
Citadel Advisors
Florida
$814K -$954K -1,519 -56%
FTUS
6
Flow Traders U.S.
New York
$755K -$171K -273 -20%
ISL
7
Ingalls & Snyder LLC
New York
$743K
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$633K
MCM
9
MAI Capital Management
Ohio
$585K
RJA
10
Raymond James & Associates
Florida
$578K +$108K +172 +26%
IGGA
11
Iron Gate Global Advisors
Utah
$566K
PCA
12
Personal Capital Advisors
California
$420K
FNBOO
13
First National Bank of Omaha
Nebraska
$401K
CBT
14
CoreFirst Bank & Trust
Kansas
$366K
KAS
15
Kestra Advisory Services
Texas
$362K
CWM
16
Centric Wealth Management
Illinois
$341K
CWM
17
Calamos Wealth Management
Illinois
$323K
MWM
18
Meridian Wealth Management
Kentucky
$287K
LC
19
Lavaca Capital
Texas
$280K
SIM
20
Stratos Investment Management
Ohio
$245K +$222K +353 New
FAT
21
First American Trust
California
$240K -$10K -16 -4%
FT
22
Fiduciary Trust
Massachusetts
$235K +$214K +340 New
PWAG
23
Polaris Wealth Advisory Group
California
$225K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$214K
AAS
25
Avantax Advisory Services
Texas
$213K +$193K +308 New