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WBI BullBear Yield 3000 ETF
WBIG

14 hedge funds and large institutions have $51M invested in WBI BullBear Yield 3000 ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 8 reducing their positions, and 1 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more funds holding in top 10

Funds holding in top 10: →

less ownership

Funds ownership: →

1% less capital invested

Capital invested by funds: $51.6M → $51M (-$597K)

88% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 8

Holders
14
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.04M
2
+$318K
3
+$231K
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$23
5
Morgan Stanley
Morgan Stanley
New York
+$23

Top Sellers

1
-$1.62M
2
-$1.45M
3
-$550K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$462K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$359K
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1
WBI Investments
New Jersey
$20.9M
MWM
2
Maridea Wealth Management
New York
$17.7M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.53M
LPL Financial
4
LPL Financial
California
$1.64M
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.42M
AIM
6
Advyzon Investment Management
Illinois
$1.04M
AFP
7
Ausdal Financial Partners
Iowa
$1.04M
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$762K
Jane Street
9
Jane Street
New York
$411K
Citadel Advisors
10
Citadel Advisors
Florida
$318K
SEP
11
Southland Equity Partners
Missouri
$219K
UBS Group
12
UBS Group
Switzerland
$31K
Fidelity Investments
13
Fidelity Investments
Massachusetts
$23
Morgan Stanley
14
Morgan Stanley
New York
$23
Bank of New York Mellon
15
Bank of New York Mellon
New York
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