WBI BullBear Yield 3000 ETF
WBIG
15 hedge funds and large institutions have $77.2M invested in WBI BullBear Yield 3000 ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
36% more funds holding
Funds holding: 11 → 15 (+4)
4.68% more ownership
Funds ownership: 91.38% → 96.06% (+4.7%)
1% more capital invested
Capital invested by funds: $76.8M → $77.2M (+$447K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.78M |
| 2 |
Morgan Stanley
New York
|
+$1.15M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$395K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$222K |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$11.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$5.11M |
| 2 |
Jane Street
New York
|
-$474K |
| 3 |
FA
FDx Advisors
Chicago,
Illinois
|
-$264K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$201K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$30.3K |
WBIG Hedge Fund Activity: Q1 2018 in Review
15 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Yield 3000 ETF (WBIG) for Q1 2018, worth a combined $77.2M — up 0.58% from $76.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new WBIG positions and 2 closed out — a net gain of 4 holders — while 2 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $5.78M. The largest seller was WBI Investments, cutting an estimated $5.11M.
- 15 institutional investors held WBI BullBear Yield 3000 ETF (WBIG) as of Q1 2018, up from 11 in Q4 2017.
- Funds reported $77.2M of WBI BullBear Yield 3000 ETF stock for Q1 2018, up 0.58% quarter-over-quarter.
- 6 funds opened new WBI BullBear Yield 3000 ETF positions in Q1 2018 and 2 closed out, a net change of +4 holders.
- The largest WBI BullBear Yield 3000 ETF buyer in Q1 2018 was LPL Financial, an estimated $5.78M added.
- The largest WBI BullBear Yield 3000 ETF seller in Q1 2018 was WBI Investments, an estimated $5.11M sold.
Based on aggregated 13F filings for Q1 2018.