UBS AG FI Enhanced Large Cap Growth ETN
FBGX
FBGX was delisted on the 18th of June, 2024.
29 hedge funds and large institutions have $13.7M invested in UBS AG FI Enhanced Large Cap Growth ETN in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
39% more capital invested
Capital invested by funds: $9.8M → $13.7M (+$3.86M)
21% more funds holding
Funds holding: 24 → 29 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Columbia Asset Management
Ann Arbor,
Michigan
|
+$736K |
| 2 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
+$370K |
| 3 |
Mariner
Overland Park,
Kansas
|
+$284K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$272K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$226K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$341K |
| 2 |
CC
Claybrook Capital
Wellesley,
Massachusetts
|
-$194K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$168K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$60.6K |
FBGX Hedge Fund Activity: Q1 2023 in Review
29 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in UBS AG FI Enhanced Large Cap Growth ETN (FBGX) for Q1 2023, worth a combined $13.7M — up 39% from $9.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FBGX positions and 2 closed out — a net gain of 6 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Columbia Asset Management, adding an estimated $736K. The largest seller was Fisher Asset Management, cutting an estimated $341K.
- 29 institutional investors held UBS AG FI Enhanced Large Cap Growth ETN (FBGX) as of Q1 2023, up from 24 in Q4 2022.
- Funds reported $13.7M of UBS AG FI Enhanced Large Cap Growth ETN stock for Q1 2023, up 39% quarter-over-quarter.
- 8 funds opened new UBS AG FI Enhanced Large Cap Growth ETN positions in Q1 2023 and 2 closed out, a net change of +6 holders.
- The largest UBS AG FI Enhanced Large Cap Growth ETN buyer in Q1 2023 was Columbia Asset Management, an estimated $736K added.
- The largest UBS AG FI Enhanced Large Cap Growth ETN seller in Q1 2023 was Fisher Asset Management, an estimated $341K sold.
Based on aggregated 13F filings for Q1 2023.