WBI BullBear Yield 3000 ETF
WBIG
14 hedge funds and large institutions have $95.7M invested in WBI BullBear Yield 3000 ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
69% more capital invested
Capital invested by funds: $56.7M → $95.7M (+$39M)
52.82% more ownership
Funds ownership: 86.45% → 139.27% (+53%)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
8% more funds holding
Funds holding: 13 → 14 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$22.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.79M |
| 3 |
FA
FDx Advisors
Chicago,
Illinois
|
+$4.15M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.21M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$965K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$398K |
| 2 |
Jane Street
New York
|
-$375K |
| 3 |
Morgan Stanley
New York
|
-$359K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$313K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$67K |
WBIG Hedge Fund Activity: Q1 2019 in Review
14 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Yield 3000 ETF (WBIG) for Q1 2019, worth a combined $95.7M — up 69% from $56.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WBIG positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.
The largest buyer was WBI Investments, adding an estimated $22.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $398K sold.
- 14 institutional investors held WBI BullBear Yield 3000 ETF (WBIG) as of Q1 2019, up from 13 in Q4 2018.
- Funds reported $95.7M of WBI BullBear Yield 3000 ETF stock for Q1 2019, up 69% quarter-over-quarter.
- 5 funds opened new WBI BullBear Yield 3000 ETF positions in Q1 2019 and 4 closed out, a net change of +1 holder.
- The largest WBI BullBear Yield 3000 ETF buyer in Q1 2019 was WBI Investments, an estimated $22.8M added.
- The largest WBI BullBear Yield 3000 ETF seller in Q1 2019 was Citadel Advisors, an estimated $398K sold.
Based on aggregated 13F filings for Q1 2019.