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FBGX

UBS AG FI Enhanced Large Cap Growth ETN

Delisted

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

35 hedge funds and large institutions have $16M invested in UBS AG FI Enhanced Large Cap Growth ETN in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

35% more funds holding

Funds holding: 2635 (+9)

34% more capital invested

Capital invested by funds: $11.9M → $16M (+$4.09M)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

Holders
35
Holders Change
+9
Holders Change %
+34.62%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
4
Reduced
3
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
$3.21M -$1.66M -2,706 -37%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.25M +$388K +631 +54%
JIC
3
Johnson Investment Counsel
Ohio
$1.23M
Creative Planning
4
Creative Planning
Kansas
$931K +$90.3K +147 +12%
ISL
5
Ingalls & Snyder LLC
New York
$745K
MCM
6
MAI Capital Management
Ohio
$716K
Mariner
7
Mariner
Kansas
$676K +$194K +315 +48%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$635K
HGERS
9
Householder Group Estate & Retirement Specialist
Arizona
$594K
IGGA
10
Iron Gate Global Advisors
Utah
$568K
FTUS
11
Flow Traders U.S.
New York
$452K +$399K +650 New
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$423K
Citadel Advisors
13
Citadel Advisors
Florida
$396K +$350K +570 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$338K
CWM
15
Calamos Wealth Management
Illinois
$324K
RJA
16
Raymond James & Associates
Florida
$321K -$178K -290 -39%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$305K
CWM
18
Centric Wealth Management
Illinois
$292K
HCM
19
Howard Capital Management
Georgia
$276K
AAS
20
Avantax Advisory Services
Texas
$243K +$214K +349 New
HighTower Advisors
21
HighTower Advisors
Illinois
$239K +$211K +343 New
AWA
22
Arete Wealth Advisors
Illinois
$223K +$197K +321 New
MWM
23
Meridian Wealth Management
Kentucky
$218K +$193K +314 New
DJYG
24
David J. Yvars Group
Florida
$213K +$189K +307 New
CFS
25
CRA Financial Services
New Jersey
$211K +$186K +303 New