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FIHD

UBS AG FI Enhanced Global High Yield ETN

Delisted

FIHD was delisted on the 15th of June, 2023.

14 hedge funds and large institutions have $1.76B invested in UBS AG FI Enhanced Global High Yield ETN in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

30% more capital invested

Capital invested by funds: $1.35B → $1.76B (+$411M)

7% less funds holding

Funds holding: 1514 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
3
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
$1.76B +$121M +752,978 +8%
Jane Street
2
Jane Street
New York
$1.39M +$235K +1,471 +22%
Citadel Advisors
3
Citadel Advisors
Florida
$323K +$302K +1,889 New
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$78K +$49K +306 +208%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$64K +$60K +375 New
Morgan Stanley
6
Morgan Stanley
New York
$54K +$50.1K +313 New
RFC
7
Regions Financial Corp
Alabama
$48K
AF
8
Allworth Financial
California
$28K
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$22K +$20.7K +129 New
AF
10
Advisornet Financial
Minnesota
$21K -$3.2K -20 -14%
AG
11
Advisor Group
Arizona
$20K +$19.1K +119 New
JFGIW
12
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K +$17K +106 New
SWP
13
Strategic Wealth Partners
Ohio
$15K +$13.9K +87 New
SIS
14
Sound Income Strategies
Florida
$2K
PCA
15
Personal Capital Advisors
California
-$421K -2,978 Closed
Creative Planning
16
Creative Planning
Kansas
-$267K -1,890 Closed
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
-$207K -1,463 Closed
BCA
18
Berman Capital Advisors
Georgia
-$107K -759 Closed
UBS Group
19
UBS Group
Switzerland
-$89K -631 Closed
KCM
20
Karp Capital Management
California
-$47K -329 Closed
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
-$31K -216 Closed
DWM
22
Destination Wealth Management
California
-$22K -153 Closed

FIHD Hedge Fund Activity: Q1 2019 in Review

14 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in UBS AG FI Enhanced Global High Yield ETN (FIHD) for Q1 2019, worth a combined $1.76B — up 30% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FIHD and 7 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 3 added.

The largest buyer was Fisher Asset Management, adding an estimated $121M. The largest seller was Personal Capital Advisors, exiting entirely with an estimated $421K sold.

  • 14 institutional investors held UBS AG FI Enhanced Global High Yield ETN (FIHD) as of Q1 2019, down from 15 in Q4 2018.
  • Funds reported $1.76B of UBS AG FI Enhanced Global High Yield ETN stock for Q1 2019, up 30% quarter-over-quarter.
  • 7 funds opened new UBS AG FI Enhanced Global High Yield ETN positions in Q1 2019 and 8 closed out, a net change of -1 holder.
  • The largest UBS AG FI Enhanced Global High Yield ETN buyer in Q1 2019 was Fisher Asset Management, an estimated $121M added.
  • The largest UBS AG FI Enhanced Global High Yield ETN seller in Q1 2019 was Personal Capital Advisors, an estimated $421K sold.

Based on aggregated 13F filings for Q1 2019.