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WBID

WBI BullBear Quality 2000 ETF

Delisted

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

12 hedge funds and large institutions have $28.9M invested in WBI BullBear Quality 2000 ETF in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

20% less funds holding

Funds holding: 1512 (-3)

24% less capital invested

Capital invested by funds: $38.3M → $28.9M (-$9.34M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
12
Holders Change
-3
Holders Change %
-20%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WBI Investments
New Jersey
$18.7M -$4.93M -222,345 -20%
LPL Financial
2
LPL Financial
California
$5.32M +$705K +31,797 +14%
AG
3
Advisor Group
Arizona
$1.9M -$426K -19,217 -18%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.08M +$1.14M +51,324 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$652K -$48.7K -2,198 -7%
Jane Street
6
Jane Street
New York
$558K +$290K +13,072 +97%
Citadel Advisors
7
Citadel Advisors
Florida
$322K +$340K +15,359 New
Bank of New York Mellon
8
Bank of New York Mellon
New York
$277K +$21.7K +979 +8%
UBS Group
9
UBS Group
Switzerland
$44K -$3.19K -144 -6%
Morgan Stanley
10
Morgan Stanley
New York
$42K -$21.3K -961 -32%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$38K +$31.1K +1,402 +332%
IA
12
IFP Advisors
Florida
$24K +$4.52K +204 +22%
FA
13
FDx Advisors
Illinois
-$1.69M -69,708 Closed
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
-$74K -3,041 Closed
RCAG
15
Rehmann Capital Advisory Group
Michigan
-$10.4K -431 Closed
SWP
16
Stratos Wealth Partners
Ohio
-$6K -263 Closed

WBID Hedge Fund Activity: Q4 2018 in Review

12 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Quality 2000 ETF (WBID) for Q4 2018, worth a combined $28.9M — down 24% from $38.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of WBID and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.14M. The largest seller was WBI Investments, cutting an estimated $4.93M.

  • 12 institutional investors held WBI BullBear Quality 2000 ETF (WBID) as of Q4 2018, down from 15 in Q3 2018.
  • Funds reported $28.9M of WBI BullBear Quality 2000 ETF stock for Q4 2018, down 24% quarter-over-quarter.
  • 2 funds opened new WBI BullBear Quality 2000 ETF positions in Q4 2018 and 5 closed out, a net change of -3 holders.
  • The largest WBI BullBear Quality 2000 ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $1.14M added.
  • The largest WBI BullBear Quality 2000 ETF seller in Q4 2018 was WBI Investments, an estimated $4.93M sold.

Based on aggregated 13F filings for Q4 2018.