WBI BullBear Rising Income 2000 ETF
WBIA
WBIA was delisted on the 25th of October, 2019.
13 hedge funds and large institutions have $37.8M invested in WBI BullBear Rising Income 2000 ETF in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
13% less funds holding
Funds holding: 15 → 13 (-2)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
25% less capital invested
Capital invested by funds: $50.5M → $37.8M (-$12.7M)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.26M |
| 2 |
LPL Financial
San Diego,
California
|
+$949K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$333K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$141K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$36.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$5.45M |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
-$1.91M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$684K |
| 4 |
Jane Street
New York
|
-$539K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$452K |
WBIA Hedge Fund Activity: Q4 2018 in Review
13 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Rising Income 2000 ETF (WBIA) for Q4 2018, worth a combined $37.8M — down 25% from $50.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of WBIA and 2 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 5 added.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.26M. The largest seller was WBI Investments, cutting an estimated $5.45M.
- 13 institutional investors held WBI BullBear Rising Income 2000 ETF (WBIA) as of Q4 2018, down from 15 in Q3 2018.
- Funds reported $37.8M of WBI BullBear Rising Income 2000 ETF stock for Q4 2018, down 25% quarter-over-quarter.
- 2 funds opened new WBI BullBear Rising Income 2000 ETF positions in Q4 2018 and 4 closed out, a net change of -2 holders.
- The largest WBI BullBear Rising Income 2000 ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $1.26M added.
- The largest WBI BullBear Rising Income 2000 ETF seller in Q4 2018 was WBI Investments, an estimated $5.45M sold.
Based on aggregated 13F filings for Q4 2018.