We are live on ! Find out more
WBIB

WBI BullBear Value 2000 ETF

Delisted

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

14 hedge funds and large institutions have $37M invested in WBI BullBear Value 2000 ETF in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

12% less capital invested

Capital invested by funds: $41.9M → $37M (-$4.93M)

13% less funds holding

Funds holding: 1614 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
14
Holders Change
-2
Holders Change %
-12.5%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WBI Investments
New Jersey
$26.5M -$3.88M -159,113 -12%
LPL Financial
2
LPL Financial
California
$5.13M +$1.84M +75,575 +54%
AG
3
Advisor Group
Arizona
$2.65M +$398K +16,339 +17%
FA
4
FDx Advisors
Illinois
$1.63M -$121K -4,946 -7%
Jane Street
5
Jane Street
New York
$327K -$753K -30,876 -69%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$296K +$305K +12,523 New
Bank of New York Mellon
7
Bank of New York Mellon
New York
$291K +$45.5K +1,866 +18%
UBS Group
8
UBS Group
Switzerland
$63K +$4.83K +198 +8%
Morgan Stanley
9
Morgan Stanley
New York
$47K -$23.9K -981 -33%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$45K -$77.9K -3,195 -63%
IA
11
IFP Advisors
Florida
$22K +$8.19K +336 +55%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$10K +$4.71K +193 +93%
RCAG
13
Rehmann Capital Advisory Group
Michigan
$9.06K
SWP
14
Stratos Wealth Partners
Ohio
$2K +$2.44K +100 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
-$1.77M -73,083 Closed
SEI Investments
16
SEI Investments
Pennsylvania
-$54K -2,241 Closed
CFD
17
Creative Financial Designs
Indiana
-$10K -410 Closed
GI
18
Gradient Investments
Minnesota
-$2K -71 Closed

WBIB Hedge Fund Activity: Q3 2018 in Review

14 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Value 2000 ETF (WBIB) for Q3 2018, worth a combined $37M — down 12% from $41.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WBIB and 2 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 6 added.

The largest buyer was LPL Financial, adding an estimated $1.84M. The largest seller was WBI Investments, cutting an estimated $3.88M.

  • 14 institutional investors held WBI BullBear Value 2000 ETF (WBIB) as of Q3 2018, down from 16 in Q2 2018.
  • Funds reported $37M of WBI BullBear Value 2000 ETF stock for Q3 2018, down 12% quarter-over-quarter.
  • 2 funds opened new WBI BullBear Value 2000 ETF positions in Q3 2018 and 4 closed out, a net change of -2 holders.
  • The largest WBI BullBear Value 2000 ETF buyer in Q3 2018 was LPL Financial, an estimated $1.84M added.
  • The largest WBI BullBear Value 2000 ETF seller in Q3 2018 was WBI Investments, an estimated $3.88M sold.

Based on aggregated 13F filings for Q3 2018.