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FBGX

UBS AG FI Enhanced Large Cap Growth ETN

Delisted

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

47 hedge funds and large institutions have $25.4M invested in UBS AG FI Enhanced Large Cap Growth ETN in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

21% more funds holding

Funds holding: 3947 (+8)

16% more capital invested

Capital invested by funds: $21.9M → $25.4M (+$3.5M)

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

Holders
47
Holders Change
+8
Holders Change %
+20.51%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
1
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
$8.14M -$1.25M -1,527 -14%
JIC
2
Johnson Investment Counsel
Ohio
$1.53M
Creative Planning
3
Creative Planning
Kansas
$1.14M -$220K -269 -17%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1M -$423K -516 -31%
ISL
5
Ingalls & Snyder LLC
New York
$930K
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$793K
HGERS
7
Householder Group Estate & Retirement Specialist
Arizona
$742K +$701K +855 New
MCM
8
MAI Capital Management
Ohio
$733K
IGGA
9
Iron Gate Global Advisors
Utah
$705K
RJA
10
Raymond James & Associates
Florida
$668K -$24.6K -30 -4%
PCA
11
Personal Capital Advisors
California
$527K
FNBOO
12
First National Bank of Omaha
Nebraska
$486K
CBT
13
CoreFirst Bank & Trust
Kansas
$458K
KAS
14
Kestra Advisory Services
Texas
$454K
CWM
15
Centric Wealth Management
Illinois
$427K
CWM
16
Calamos Wealth Management
Illinois
$404K
Citadel Advisors
17
Citadel Advisors
Florida
$372K -$677K -826 -66%
MWM
18
Meridian Wealth Management
Kentucky
$359K
LC
19
Lavaca Capital
Texas
$351K
SFM
20
Signet Financial Management
New Jersey
$344K
HCM
21
Howard Capital Management
Georgia
$344K +$325K +397 New
AAS
22
Avantax Advisory Services
Texas
$303K +$33.6K +41 +13%
FAT
23
First American Trust
California
$301K
FT
24
Fiduciary Trust
Massachusetts
$286K
PWAG
25
Polaris Wealth Advisory Group
California
$280K