WBI BullBear Value 3000 ETF
WBIF
14 hedge funds and large institutions have $35.7M invested in WBI BullBear Value 3000 ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
15% more capital invested
Capital invested by funds: $31M → $35.7M (+$4.67M)
8% more funds holding
Funds holding: 13 → 14 (+1)
4.61% more ownership
Funds ownership: 83.94% → 88.55% (+4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
+$1.88M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.72M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.08M |
| 4 |
Jane Street
New York
|
+$575K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$437K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$2.16M |
| 2 |
Morgan Stanley
New York
|
-$59.8K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$41K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$27K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$26K |
WBIF Hedge Fund Activity: Q1 2019 in Review
14 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Value 3000 ETF (WBIF) for Q1 2019, worth a combined $35.7M — up 15% from $31M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WBIF positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.
The largest buyer was FDx Advisors, opening a new position worth an estimated $1.88M. The largest seller was WBI Investments, cutting an estimated $2.16M.
- 14 institutional investors held WBI BullBear Value 3000 ETF (WBIF) as of Q1 2019, up from 13 in Q4 2018.
- Funds reported $35.7M of WBI BullBear Value 3000 ETF stock for Q1 2019, up 15% quarter-over-quarter.
- 4 funds opened new WBI BullBear Value 3000 ETF positions in Q1 2019 and 3 closed out, a net change of +1 holder.
- The largest WBI BullBear Value 3000 ETF buyer in Q1 2019 was FDx Advisors, an estimated $1.88M added.
- The largest WBI BullBear Value 3000 ETF seller in Q1 2019 was WBI Investments, an estimated $2.16M sold.
Based on aggregated 13F filings for Q1 2019.