WBI BullBear Yield 3000 ETF
WBIG
11 hedge funds and large institutions have $54M invested in WBI BullBear Yield 3000 ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 11 → 11 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
1.5% less ownership
Funds ownership: 151.93% → 150.43% (-1.5%)
9% less capital invested
Capital invested by funds: $59.4M → $54M (-$5.4M)
75% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$176K |
| 2 |
MWM
Maridea Wealth Management
Brooklyn,
New York
|
+$41.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$32.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.56M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$465K |
| 3 |
LPL Financial
San Diego,
California
|
-$402K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$167K |
| 5 |
SEP
Southland Equity Partners
Wildwood,
Missouri
|
-$14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WI
1
WBI Investments
Red Bank,
New Jersey
| $22.6M | +$176K | +7,406 | +0.7% |
|
|
MWM
2
Maridea Wealth Management
Brooklyn,
New York
| $19M | +$41.2K | +1,732 | +0.2% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $6.11M | -$1.56M | -65,589 | -20% |
|
|
4
LPL Financial
San Diego,
California
| $2.21M | -$402K | -16,893 | -15% |
|
|
5
Cetera Investment Advisers
Schaumburg,
Illinois
| $1.71M | -$167K | -7,038 | -9% |
|
|
AWS
6
Atria Wealth Solutions
New York
| $561K | -$6.64K | -279 | -1% |
|
7
Jane Street
New York
| $536K | -$3K | -126 | -0.5% |
|
8
Bank of New York Mellon
New York
| $500K | -$6.07K | -255 | -1% |
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $486K | -$1.36K | -57 | -0.3% |
|
|
SEP
10
Southland Equity Partners
Wildwood,
Missouri
| $230K | -$14K | -587 | -5% |
|
|
11
UBS Group
Zurich,
Switzerland
| $31.3K | +$32.8K | +1,379 | New |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$465K | -19,421 | Closed |
|
WBIG Hedge Fund Activity: Q1 2025 in Review
11 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Yield 3000 ETF (WBIG) for Q1 2025, worth a combined $54M — down 9.1% from $59.4M a quarter earlier.
Fund positioning in WBIG was balanced in Q1 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 8 trimmed.
The largest buyer was WBI Investments, adding an estimated $176K. The largest seller was Envestnet Asset Management, cutting an estimated $1.56M.
- 11 institutional investors held WBI BullBear Yield 3000 ETF (WBIG) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $54M of WBI BullBear Yield 3000 ETF stock for Q1 2025, down 9.1% quarter-over-quarter.
- 1 fund opened new WBI BullBear Yield 3000 ETF positions in Q1 2025 and 1 closed out, a net change of 0 holders.
- The largest WBI BullBear Yield 3000 ETF buyer in Q1 2025 was WBI Investments, an estimated $176K added.
- The largest WBI BullBear Yield 3000 ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $1.56M sold.
Based on aggregated 13F filings for Q1 2025.