WBI BullBear Value 3000 ETF
WBIF
10 hedge funds and large institutions have $42.6M invested in WBI BullBear Value 3000 ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 8 reducing their positions, and 2 closing their positions.
1.48% more ownership
Funds ownership: 148.42% → 149.9% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $44.4M → $42.6M (-$1.75M)
9% less funds holding
Funds holding: 11 → 10 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
88% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Advyzon Investment Management
Lisle,
Illinois
|
+$892K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$68.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$801K |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$581K |
| 3 |
Jane Street
New York
|
-$506K |
| 4 |
MWM
Maridea Wealth Management
Brooklyn,
New York
|
-$271K |
| 5 |
LPL Financial
San Diego,
California
|
-$264K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WI
1
WBI Investments
Red Bank,
New Jersey
| $18.2M | -$581K | -21,114 | -3% |
|
|
MWM
2
Maridea Wealth Management
Brooklyn,
New York
| $15.6M | -$271K | -9,847 | -2% |
|
3
Envestnet Asset Management
Chicago,
Illinois
| $3.83M | -$167K | -6,072 | -4% |
|
|
4
LPL Financial
San Diego,
California
| $1.34M | -$264K | -9,588 | -17% |
|
5
Cetera Investment Advisers
Schaumburg,
Illinois
| $1.26M | -$86.9K | -3,159 | -7% |
|
|
AIM
6
Advyzon Investment Management
Lisle,
Illinois
| $933K | +$892K | +32,417 | New |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $916K | +$68.2K | +2,479 | +8% |
|
|
AWS
8
Atria Wealth Solutions
New York
| $282K | -$30.5K | -1,108 | -10% |
|
9
Bank of New York Mellon
New York
| $250K | -$16.8K | -612 | -7% |
|
10
UBS Group
Zurich,
Switzerland
| $54.3K | -$1.82K | -66 | -3% |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$801K | -27,837 | Closed |
|
|
12
Jane Street
New York
| – | -$506K | -17,597 | Closed |
|
WBIF Hedge Fund Activity: Q2 2025 in Review
10 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Value 3000 ETF (WBIF) for Q2 2025, worth a combined $42.6M — down 3.9% from $44.4M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WBIF and 1 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 1 added.
The largest buyer was Advyzon Investment Management, opening a new position worth an estimated $892K. The largest seller was Citadel Advisors, exiting entirely with an estimated $801K sold.
- 10 institutional investors held WBI BullBear Value 3000 ETF (WBIF) as of Q2 2025, down from 11 in Q1 2025.
- Funds reported $42.6M of WBI BullBear Value 3000 ETF stock for Q2 2025, down 3.9% quarter-over-quarter.
- 1 fund opened new WBI BullBear Value 3000 ETF positions in Q2 2025 and 2 closed out, a net change of -1 holder.
- The largest WBI BullBear Value 3000 ETF buyer in Q2 2025 was Advyzon Investment Management, an estimated $892K added.
- The largest WBI BullBear Value 3000 ETF seller in Q2 2025 was Citadel Advisors, an estimated $801K sold.
Based on aggregated 13F filings for Q2 2025.