UBS AG FI Enhanced Large Cap Growth ETN
FBGX
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.
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: 29 → 28 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$205K |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$203K |
| 3 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
+$197K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$180K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$177K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Columbia Asset Management
Ann Arbor,
Michigan
|
-$9.38M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.77M |
| 3 |
CBT
CoreFirst Bank & Trust
Topeka,
Kansas
|
-$254K |
| 4 |
GSC
Ground Swell Capital
Folly Beach,
South Carolina
|
-$209K |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$207K |
FBGX Hedge Fund Activity: Q2 2023 in Review
28 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in UBS AG FI Enhanced Large Cap Growth ETN (FBGX) for Q2 2023, worth a combined $13.6M — down 0.16% from $13.7M a quarter earlier.
Fund positioning in FBGX was balanced in Q2 2023: 6 funds opened new positions, 6 closed out, 5 added to existing stakes and 2 trimmed.
The largest buyer was Howard Capital Management, opening a new position worth an estimated $205K. The largest seller was Columbia Asset Management, cutting an estimated $9.38M.
- 28 institutional investors held UBS AG FI Enhanced Large Cap Growth ETN (FBGX) as of Q2 2023, down from 29 in Q1 2023.
- Funds reported $13.6M of UBS AG FI Enhanced Large Cap Growth ETN stock for Q2 2023, down 0.16% quarter-over-quarter.
- 6 funds opened new UBS AG FI Enhanced Large Cap Growth ETN positions in Q2 2023 and 6 closed out, a net change of 0 holders.
- The largest UBS AG FI Enhanced Large Cap Growth ETN buyer in Q2 2023 was Howard Capital Management, an estimated $205K added.
- The largest UBS AG FI Enhanced Large Cap Growth ETN seller in Q2 2023 was Columbia Asset Management, an estimated $9.38M sold.
Based on aggregated 13F filings for Q2 2023.