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FBGX

UBS AG FI Enhanced Large Cap Growth ETN

Delisted

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

39 hedge funds and large institutions have $21.9M invested in UBS AG FI Enhanced Large Cap Growth ETN in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

5% more funds holding

Funds holding: 3739 (+2)

2% less capital invested

Capital invested by funds: $22.4M → $21.9M (-$550K)

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$7.71M -$1.57M -2,092 -16%
JIC
2
Johnson Investment Counsel
Ohio
$1.25M
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.18M +$302K +403 +32%
Creative Planning
4
Creative Planning
Kansas
$1.12M -$222K -297 -16%
Citadel Advisors
5
Citadel Advisors
Florida
$887K +$59.9K +80 +7%
ISL
6
Ingalls & Snyder LLC
New York
$758K
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$646K
MCM
8
MAI Capital Management
Ohio
$597K
IGGA
9
Iron Gate Global Advisors
Utah
$578K
RJA
10
Raymond James & Associates
Florida
$566K -$25.5K -34 -4%
FTUS
11
Flow Traders U.S.
New York
$520K -$266K -355 -33%
PCA
12
Personal Capital Advisors
California
$429K
FNBOO
13
First National Bank of Omaha
Nebraska
$396K -$115K -154 -22%
CBT
14
CoreFirst Bank & Trust
Kansas
$373K
KAS
15
Kestra Advisory Services
Texas
$370K
CWM
16
Centric Wealth Management
Illinois
$348K
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$340K +$360K +481 New
CWM
18
Calamos Wealth Management
Illinois
$330K
MWM
19
Meridian Wealth Management
Kentucky
$293K
LC
20
Lavaca Capital
Texas
$286K
SFM
21
Signet Financial Management
New Jersey
$280K +$297K +396 New
SIM
22
Stratos Investment Management
Ohio
$250K
FAT
23
First American Trust
California
$245K
PWAG
24
Polaris Wealth Advisory Group
California
$236K
FT
25
Fiduciary Trust
Massachusetts
$233K -$7.49K -10 -3%