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.

26 hedge funds and large institutions have $11.9M invested in UBS AG FI Enhanced Large Cap Growth ETN in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

7% less funds holding

Funds holding: 2826 (-2)

13% less capital invested

Capital invested by funds: $13.6M → $11.9M (-$1.74M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
1
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$4.02M +$198K +332 +5%
JIC
2
Johnson Investment Counsel
Ohio
$972K
Creative Planning
3
Creative Planning
Kansas
$655K
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$643K +$62.6K +105 +10%
ISL
5
Ingalls & Snyder LLC
New York
$589K
MCM
6
MAI Capital Management
Ohio
$566K +$110K +185 +22%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$502K
HGERS
8
Householder Group Estate & Retirement Specialist
Arizona
$470K +$510K +855 New
IGGA
9
Iron Gate Global Advisors
Utah
$450K
RJA
10
Raymond James & Associates
Florida
$413K
Mariner
11
Mariner
Kansas
$361K
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$334K +$363K +608 New
LPL Financial
13
LPL Financial
California
$287K +$312K +523 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$267K
CWM
15
Calamos Wealth Management
Illinois
$256K
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$241K +$262K +439 New
HCM
17
Howard Capital Management
Georgia
$218K
CWM
18
Centric Wealth Management
Illinois
$210K
CC
19
Claybrook Capital
Massachusetts
$174K +$11.1M +18,658 New
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$93.4K
WT
21
Washington Trust
Rhode Island
$50.5K
MAWCM
22
Mine & Arao Wealth Creation & Management
California
$37.9K
RFA
23
Register Financial Advisors
Georgia
$31.3K
TCOV
24
Trust Company of Vermont
Vermont
$27.5K -$29.8K -50 -50%
Osaic Holdings
25
Osaic Holdings
Arizona
$19.8K +$21.5K +36 New