WBI BullBear Value 3000 ETF
WBIF
11 hedge funds and large institutions have $44.4M invested in WBI BullBear Value 3000 ETF in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 0 closing their positions.
0.03% more ownership
Funds ownership: 148.38% → 148.42% (+0.03%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $45.9M → $44.4M (-$1.55M)
8% less funds holding
Funds holding: 12 → 11 (-1)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$151K |
| 2 |
MWM
Maridea Wealth Management
Brooklyn,
New York
|
+$108K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$25.9K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$11.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.35M |
| 2 |
Jane Street
New York
|
-$589K |
| 3 |
LPL Financial
San Diego,
California
|
-$273K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$134K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$85.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WI
1
WBI Investments
Red Bank,
New Jersey
| $18.8M | +$151K | +5,147 | +0.8% |
|
|
MWM
2
Maridea Wealth Management
Brooklyn,
New York
| $15.9M | +$108K | +3,672 | +0.7% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $4M | -$1.35M | -46,052 | -25% |
|
|
4
LPL Financial
San Diego,
California
| $1.61M | -$273K | -9,289 | -14% |
|
|
5
Cetera Investment Advisers
Schaumburg,
Illinois
| $1.35M | -$134K | -4,553 | -9% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $844K | -$85.3K | -2,906 | -9% |
|
|
7
Citadel Advisors
Miami,
Florida
| $801K | +$11.4K | +388 | +1% |
|
|
8
Jane Street
New York
| $506K | -$589K | -20,045 | -53% |
|
|
AWS
9
Atria Wealth Solutions
New York
| $308K | -$3.23K | -110 | -1% |
|
10
Bank of New York Mellon
New York
| $268K | -$3K | -102 | -1% |
|
|
11
UBS Group
Zurich,
Switzerland
| $56.2K | +$25.9K | +882 | +82% |
|
WBIF Hedge Fund Activity: Q1 2025 in Review
11 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Value 3000 ETF (WBIF) for Q1 2025, worth a combined $44.4M — down 3.4% from $45.9M a quarter earlier.
Fund positioning in WBIF was balanced in Q1 2025: 0 funds opened new positions, 0 closed out, 4 added to existing stakes and 7 trimmed.
The largest buyer was WBI Investments, adding an estimated $151K. The largest seller was Envestnet Asset Management, cutting an estimated $1.35M.
- 11 institutional investors held WBI BullBear Value 3000 ETF (WBIF) as of Q1 2025, down from 12 in Q4 2024.
- Funds reported $44.4M of WBI BullBear Value 3000 ETF stock for Q1 2025, down 3.4% quarter-over-quarter.
- 0 funds opened new WBI BullBear Value 3000 ETF positions in Q1 2025 and 0 closed out.
- The largest WBI BullBear Value 3000 ETF buyer in Q1 2025 was WBI Investments, an estimated $151K added.
- The largest WBI BullBear Value 3000 ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $1.35M sold.
Based on aggregated 13F filings for Q1 2025.