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WBIA

WBI BullBear Rising Income 2000 ETF
WBIA

Delisted

WBIA was delisted on the 25th of October, 2019.

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14 hedge funds and large institutions have $65.1M invested in WBI BullBear Rising Income 2000 ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

39% more capital invested

Capital invested by funds: $47M → $65.1M (+$18.1M)

27% more funds holding

Funds holding: 11 → 14 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
14
Holders Change
+3
Holders Change %
+27.27%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
5
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WI
WBI Investments
New Jersey
+$15.3M
2
LPL Financial
LPL Financial
California
+$3.45M
3
AG
Advisor Group
Arizona
+$723K
4
FA
FDx Advisors
Illinois
+$666K
5
Jane Street
Jane Street
New York
+$476K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$284K
2
UBS Group
UBS Group
Switzerland
-$112K
3
MFG
Merit Financial Group
Georgia
-$25.7K
4
TCM
Tradewinds Capital Management
Washington
-$5K
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1
WBI Investments
New Jersey
$43M +$15.3M +605,633 +52%
MFG
2
Merit Financial Group
Georgia
$9.92M -$25.7K -1,019 -0.3%
LPL Financial
3
LPL Financial
California
$3.32M +$3.45M +136,714 New
AG
4
Advisor Group
Arizona
$2.99M +$723K +28,615 +30%
FA
5
FDx Advisors
Illinois
$2.56M +$666K +26,373 +33%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.98M – – –
HighTower Advisors
7
HighTower Advisors
Illinois
$729K +$200K +7,900 +36%
Jane Street
8
Jane Street
New York
$458K +$476K +18,864 New
UBS Group
9
UBS Group
Switzerland
$58K -$112K -4,443 -65%
Morgan Stanley
10
Morgan Stanley
New York
$43K +$13.7K +542 +44%
SWP
11
Stratos Wealth Partners
Ohio
$18K – – –
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$5K +$5.38K +213 New
RCAG
13
Rehmann Capital Advisory Group
Michigan
$5K +$5.66K +224 New
SEI Investments
14
SEI Investments
Pennsylvania
$3K +$3.44K +136 New
Citadel Advisors
15
Citadel Advisors
Florida
– -$284K -11,282 Closed
TCM
16
Tradewinds Capital Management
Washington
– -$5K -190 Closed

WBIA Hedge Fund Activity: Q1 2018 in Review

14 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Rising Income 2000 ETF (WBIA) for Q1 2018, worth a combined $65.1M — up 39% from $47M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WBIA positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was WBI Investments, adding an estimated $15.3M. The largest seller was Citadel Advisors, exiting entirely with an estimated $284K sold.

  • 14 institutional investors held WBI BullBear Rising Income 2000 ETF (WBIA) as of Q1 2018, up from 11 in Q4 2017.
  • Funds reported $65.1M of WBI BullBear Rising Income 2000 ETF stock for Q1 2018, up 39% quarter-over-quarter.
  • 5 funds opened new WBI BullBear Rising Income 2000 ETF positions in Q1 2018 and 2 closed out, a net change of +3 holders.
  • The largest WBI BullBear Rising Income 2000 ETF buyer in Q1 2018 was WBI Investments, an estimated $15.3M added.
  • The largest WBI BullBear Rising Income 2000 ETF seller in Q1 2018 was Citadel Advisors, an estimated $284K sold.

Based on aggregated 13F filings for Q1 2018.