We are live on ! Find out more
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 $13.6M invested in UBS AG FI Enhanced Large Cap Growth ETN in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0% less capital invested

Capital invested by funds: $13.7M → $13.6M (-$21.9K)

3% less funds holding

Funds holding: 2928 (-1)

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$4.18M -$129K -250 -3%
JIC
2
Johnson Investment Counsel
Ohio
$1.06M
FTUS
3
Flow Traders U.S.
New York
$755K +$18.1K +35 +3%
Creative Planning
4
Creative Planning
Kansas
$713K
ISL
5
Ingalls & Snyder LLC
New York
$641K
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$637K +$7.75K +15 +1%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$546K
MCM
8
MAI Capital Management
Ohio
$505K
KAS
9
Kestra Advisory Services
Texas
$490K +$154K +297 +57%
IGGA
10
Iron Gate Global Advisors
Utah
$489K
RJA
11
Raymond James & Associates
Florida
$450K +$150K +290 +63%
Mariner
12
Mariner
Kansas
$393K
Empower Advisory Group
13
Empower Advisory Group
Colorado
$363K
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$291K +$81.2K +157 +48%
FNBOO
15
First National Bank of Omaha
Nebraska
$282K
CWM
16
Calamos Wealth Management
Illinois
$279K
HCM
17
Howard Capital Management
Georgia
$237K +$205K +397 New
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$234K +$203K +392 New
CWM
19
Centric Wealth Management
Illinois
$223K +$197K +382 New
AAS
20
Avantax Advisory Services
Texas
$209K +$180K +349 New
HighTower Advisors
21
HighTower Advisors
Illinois
$205K +$177K +343 New
CAM
22
Columbia Asset Management
Michigan
$163K -$9.38M -18,138 -99%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$102K
TCOV
24
Trust Company of Vermont
Vermont
$59.8K
WT
25
Washington Trust
Rhode Island
$55K