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WBIE

WBI BullBear Rising Income 3000 ETF

Delisted

WBIE was delisted on the 14th of May, 2021.

11 hedge funds and large institutions have $70.5M invested in WBI BullBear Rising Income 3000 ETF in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 1211 (-1)

17% less capital invested

Capital invested by funds: $85.1M → $70.5M (-$14.6M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
11
Holders Change
-1
Holders Change %
-8.33%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WBI Investments
New Jersey
$54.5M -$7.17M -328,641 -12%
FA
2
FDx Advisors
Illinois
$7.13M -$4.09M -187,355 -36%
AG
3
Advisor Group
Arizona
$3.7M +$3.7M +169,590 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.21M +$81.7K +3,743 +4%
Jane Street
5
Jane Street
New York
$1.31M -$607K -27,792 -32%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.08M -$527K -24,131 -33%
Citadel Advisors
7
Citadel Advisors
Florida
$276K +$276K +12,631 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$229K +$7.45K +341 +3%
UBS Group
9
UBS Group
Switzerland
$36K +$22K +1,006 +155%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$36K +$36K +1,651 New
LPL Financial
11
LPL Financial
California
-$5.52M -252,694 Closed
AIG
12
American International Group
New York
-$22K -1,027 Closed
AIM
13
Advantage Investment Management
Iowa
-$7K -317 Closed
TRCT
14
Tower Research Capital (TRC)
New York
-$2K -100 Closed

WBIE Hedge Fund Activity: Q2 2016 in Review

11 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Rising Income 3000 ETF (WBIE) for Q2 2016, worth a combined $70.5M — down 17% from $85.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WBIE and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 3 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $276K. The largest seller was WBI Investments, cutting an estimated $7.17M.

  • 11 institutional investors held WBI BullBear Rising Income 3000 ETF (WBIE) as of Q2 2016, down from 12 in Q1 2016.
  • Funds reported $70.5M of WBI BullBear Rising Income 3000 ETF stock for Q2 2016, down 17% quarter-over-quarter.
  • 3 funds opened new WBI BullBear Rising Income 3000 ETF positions in Q2 2016 and 4 closed out, a net change of -1 holder.
  • The largest WBI BullBear Rising Income 3000 ETF buyer in Q2 2016 was Citadel Advisors, an estimated $276K added.
  • The largest WBI BullBear Rising Income 3000 ETF seller in Q2 2016 was WBI Investments, an estimated $7.17M sold.

Based on aggregated 13F filings for Q2 2016.