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WBI BullBear Yield 3000 ETF
WBIG

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
14
Holders Change
+1
Holders Change %
+7.69%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
6
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WI
WBI Investments
New Jersey
+$23.3M
2
LPL Financial
LPL Financial
California
+$5.94M
3
FA
FDx Advisors
Illinois
+$4.26M
4
AG
Advisor Group
Arizona
+$2.26M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$989K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$398K
2
Jane Street
Jane Street
New York
-$385K
3
Morgan Stanley
Morgan Stanley
New York
-$367K
4
KWM
Kingsview Wealth Management
Oregon
-$313K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$67K
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
1
WBI Investments
New Jersey
$60.2M +$23.3M +951,415 +63%
LPL Financial
2
LPL Financial
California
$17.8M +$5.94M +241,923 +50%
AG
3
Advisor Group
Arizona
$7.17M +$2.26M +92,181 +46%
FA
4
FDx Advisors
Illinois
$4.26M +$4.26M +173,481 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.52M +$989K +40,298 +39%
UCFA
6
United Capital Financial Advisors
Texas
$738K +$176K +7,186 +31%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$699K +$15K +612 +2%
SIG
8
Sargent Investment Group
Maryland
$384K +$384K +15,635 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$333K +$333K +13,571 New
TSS
10
Two Sigma Securities
New York
$237K +$237K +9,638 New
Jane Street
11
Jane Street
New York
$210K -$385K -15,674 -65%
Morgan Stanley
12
Morgan Stanley
New York
$191K -$367K -14,976 -66%
UBS Group
13
UBS Group
Switzerland
$15K -$46.2K -1,887 -75%
RCAG
14
Rehmann Capital Advisory Group
Michigan
$10K +$10K +408 New
Citadel Advisors
15
Citadel Advisors
Florida
– -$398K -16,980 Closed
KWM
16
Kingsview Wealth Management
Oregon
– -$313K -13,391 Closed
LTFS
17
Ladenburg Thalmann Financial Services
Florida
– -$67K -2,860 Closed
IA
18
IFP Advisors
Florida
– -$36K -1,528 Closed