WBI BullBear Yield 3000 ETF
WBIG
16 hedge funds and large institutions have $51.6M invested in WBI BullBear Yield 3000 ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 9 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
33% more funds holding
Funds holding: 12 → 16 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.75% less ownership
Funds ownership: 107.21% → 102.46% (-4.8%)
6% less capital invested
Capital invested by funds: $55.1M → $51.6M (-$3.54M)
89% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$900K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$860K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$404K |
| 4 |
TSS
Two Sigma Securities
New York
|
+$209K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$13.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$3.89M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.34M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.25M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$594K |
| 5 |
LPL Financial
San Diego,
California
|
-$478K |
WBIG Hedge Fund Activity: Q4 2023 in Review
16 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Yield 3000 ETF (WBIG) for Q4 2023, worth a combined $51.6M — down 6.4% from $55.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WBIG positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 9 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $900K. The largest seller was WBI Investments, cutting an estimated $3.89M.
- 16 institutional investors held WBI BullBear Yield 3000 ETF (WBIG) as of Q4 2023, up from 12 in Q3 2023.
- Funds reported $51.6M of WBI BullBear Yield 3000 ETF stock for Q4 2023, down 6.4% quarter-over-quarter.
- 5 funds opened new WBI BullBear Yield 3000 ETF positions in Q4 2023 and 1 closed out, a net change of +4 holders.
- The largest WBI BullBear Yield 3000 ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $900K added.
- The largest WBI BullBear Yield 3000 ETF seller in Q4 2023 was WBI Investments, an estimated $3.89M sold.
Based on aggregated 13F filings for Q4 2023.