WBI BullBear Value 3000 ETF
WBIF
12 hedge funds and large institutions have $40.8M invested in WBI BullBear Value 3000 ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.
1.04% more ownership
Funds ownership: 97.2% → 98.24% (+1%)
4% more capital invested
Capital invested by funds: $39.3M → $40.8M (+$1.49M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
14% less funds holding
Funds holding: 14 → 12 (-2)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.62M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.12M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$924K |
| 4 |
Jane Street
New York
|
+$711K |
| 5 |
LPL Financial
San Diego,
California
|
+$123K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$443K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$397K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$215K |
| 4 |
SEP
Southland Equity Partners
Wildwood,
Missouri
|
-$202K |
| 5 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
-$124K |
WBIF Hedge Fund Activity: Q4 2022 in Review
12 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Value 3000 ETF (WBIF) for Q4 2022, worth a combined $40.8M — up 3.8% from $39.3M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WBIF and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 4 added.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.62M. The largest seller was WBI Investments, cutting an estimated $443K.
- 12 institutional investors held WBI BullBear Value 3000 ETF (WBIF) as of Q4 2022, down from 14 in Q3 2022.
- Funds reported $40.8M of WBI BullBear Value 3000 ETF stock for Q4 2022, up 3.8% quarter-over-quarter.
- 2 funds opened new WBI BullBear Value 3000 ETF positions in Q4 2022 and 3 closed out, a net change of -1 holder.
- The largest WBI BullBear Value 3000 ETF buyer in Q4 2022 was Cetera Investment Advisers, an estimated $1.62M added.
- The largest WBI BullBear Value 3000 ETF seller in Q4 2022 was WBI Investments, an estimated $443K sold.
Based on aggregated 13F filings for Q4 2022.