WBI BullBear Yield 3000 ETF
WBIG
12 hedge funds and large institutions have $71.9M invested in WBI BullBear Yield 3000 ETF in 2019 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 5 closing their positions.
900% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 1
7% more capital invested
Capital invested by funds: $67.4M → $71.9M (+$4.49M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.14% less ownership
Funds ownership: 90.78% → 87.64% (-3.1%)
29% less funds holding
Funds holding: 17 → 12 (-5)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$6.11M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.13M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$930K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$511K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$258K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
-$2.05M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.49M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$638K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$35K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$25K |
WBIG Hedge Fund Activity: Q3 2019 in Review
12 of the 4,575 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Yield 3000 ETF (WBIG) for Q3 2019, worth a combined $71.9M — up 6.7% from $67.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WBIG and 0 opened new positions — a net loss of 5 holders — while 1 trimmed existing stakes and 10 added.
The largest buyer was WBI Investments, adding an estimated $6.11M. The largest seller was FDx Advisors, exiting entirely with an estimated $2.05M sold.
- 12 institutional investors held WBI BullBear Yield 3000 ETF (WBIG) as of Q3 2019, down from 17 in Q2 2019.
- Funds reported $71.9M of WBI BullBear Yield 3000 ETF stock for Q3 2019, up 6.7% quarter-over-quarter.
- 0 funds opened new WBI BullBear Yield 3000 ETF positions in Q3 2019 and 5 closed out, a net change of -5 holders.
- The largest WBI BullBear Yield 3000 ETF buyer in Q3 2019 was WBI Investments, an estimated $6.11M added.
- The largest WBI BullBear Yield 3000 ETF seller in Q3 2019 was FDx Advisors, an estimated $2.05M sold.
Based on aggregated 13F filings for Q3 2019.