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FIHD

UBS AG FI Enhanced Global High Yield ETN

Delisted

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

30 hedge funds and large institutions have $1.89B invested in UBS AG FI Enhanced Global High Yield ETN in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

76% more funds holding

Funds holding: 1730 (+13)

18% more capital invested

Capital invested by funds: $1.6B → $1.89B (+$294M)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
30
Holders Change
+13
Holders Change %
+76.47%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
3
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.89B +$69.1M +356,426 +4%
BP
2
BBR Partners
New York
$1.07M +$992K +5,119 New
Citadel Advisors
3
Citadel Advisors
Florida
$733K +$682K +3,519 New
Morgan Stanley
4
Morgan Stanley
New York
$611K +$184K +951 +48%
PP
5
PagnatoKarp Partners
Virginia
$469K
ISL
6
Ingalls & Snyder LLC
New York
$403K +$375K +1,935 New
KCM
7
Kornitzer Capital Management
Kansas
$376K +$350K +1,804 New
Creative Planning
8
Creative Planning
Kansas
$370K +$112K +577 +48%
SGK
9
Steigerwald Gordon & Koch
Virginia
$366K +$341K +1,757 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$215K +$200K +1,032 New
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$144K +$135K +694 New
UBS Group
12
UBS Group
Switzerland
$143K -$45.6K -235 -25%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$84K -$28.5K -147 -27%
ASN
14
Advisory Services Network
Georgia
$58K +$53.9K +278 New
WQ
15
Wealth Quarterback
New Jersey
$54.1K +$50.4K +260 New
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$39K +$35.9K +185 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$37K +$34.3K +177 New
AF
18
Allworth Financial
California
$34K
SIS
19
Sound Income Strategies
Florida
$32K
VNA
20
Valley National Advisers
Pennsylvania
$31K +$29.1K +150 New
ADL
21
Asset Dedication LLC
California
$31K +$29.3K +151 New
GWM
22
Geneos Wealth Management
Colorado
$29K +$27.7K +143 New
AF
23
Advisornet Financial
Minnesota
$26K
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$26K
FCB
25
First Command Bank
Texas
$25K +$23.6K +122 New

FIHD Hedge Fund Activity: Q4 2019 in Review

30 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in UBS AG FI Enhanced Global High Yield ETN (FIHD) for Q4 2019, worth a combined $1.89B — up 18% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FIHD positions and 4 closed out — a net gain of 13 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $69.1M. The largest seller was Two Sigma Securities, exiting entirely with an estimated $378K sold.

  • 30 institutional investors held UBS AG FI Enhanced Global High Yield ETN (FIHD) as of Q4 2019, up from 17 in Q3 2019.
  • Funds reported $1.89B of UBS AG FI Enhanced Global High Yield ETN stock for Q4 2019, up 18% quarter-over-quarter.
  • 17 funds opened new UBS AG FI Enhanced Global High Yield ETN positions in Q4 2019 and 4 closed out, a net change of +13 holders.
  • The largest UBS AG FI Enhanced Global High Yield ETN buyer in Q4 2019 was Fisher Asset Management, an estimated $69.1M added.
  • The largest UBS AG FI Enhanced Global High Yield ETN seller in Q4 2019 was Two Sigma Securities, an estimated $378K sold.

Based on aggregated 13F filings for Q4 2019.