WBI BullBear Yield 3000 ETF
WBIG
12 hedge funds and large institutions have $51.6M invested in WBI BullBear Yield 3000 ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 0 closing their positions.
9% more funds holding
Funds holding: 11 → 12 (+1)
3.41% more ownership
Funds ownership: 150.43% → 153.84% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $54M → $51.6M (-$2.37M)
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Advyzon Investment Management
Lisle,
Illinois
|
+$1.04M |
| 2 |
Jane Street
New York
|
+$383K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$33.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$19.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$655K |
| 2 |
LPL Financial
San Diego,
California
|
-$417K |
| 3 |
MWM
Maridea Wealth Management
Brooklyn,
New York
|
-$334K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$302K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$176K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WI
1
WBI Investments
Red Bank,
New Jersey
| $21.1M | -$655K | -30,745 | -3% |
|
|
MWM
2
Maridea Wealth Management
Brooklyn,
New York
| $18M | -$334K | -15,693 | -2% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $5.58M | -$302K | -14,162 | -5% |
|
|
4
LPL Financial
San Diego,
California
| $1.7M | -$417K | -19,589 | -20% |
|
|
5
Cetera Investment Advisers
Schaumburg,
Illinois
| $1.47M | -$176K | -8,289 | -11% |
|
|
AIM
6
Advyzon Investment Management
Lisle,
Illinois
| $1.07M | +$1.04M | +49,009 | New |
|
|
7
Jane Street
New York
| $912K | +$383K | +18,007 | +76% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $504K | +$33.9K | +1,590 | +7% |
|
|
AWS
9
Atria Wealth Solutions
New York
| $503K | -$46.7K | -2,195 | -9% |
|
10
Bank of New York Mellon
New York
| $462K | -$20.4K | -959 | -4% |
|
|
SEP
11
Southland Equity Partners
Wildwood,
Missouri
| $208K | -$13.9K | -651 | -6% |
|
|
12
UBS Group
Zurich,
Switzerland
| $50.6K | +$19.8K | +930 | +67% |
|
WBIG Hedge Fund Activity: Q2 2025 in Review
12 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Yield 3000 ETF (WBIG) for Q2 2025, worth a combined $51.6M — down 4.4% from $54M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WBIG positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 8 trimmed.
The largest buyer was Advyzon Investment Management, opening a new position worth an estimated $1.04M. The largest seller was WBI Investments, cutting an estimated $655K.
- 12 institutional investors held WBI BullBear Yield 3000 ETF (WBIG) as of Q2 2025, up from 11 in Q1 2025.
- Funds reported $51.6M of WBI BullBear Yield 3000 ETF stock for Q2 2025, down 4.4% quarter-over-quarter.
- 1 fund opened new WBI BullBear Yield 3000 ETF positions in Q2 2025 and 0 closed out, a net change of +1 holder.
- The largest WBI BullBear Yield 3000 ETF buyer in Q2 2025 was Advyzon Investment Management, an estimated $1.04M added.
- The largest WBI BullBear Yield 3000 ETF seller in Q2 2025 was WBI Investments, an estimated $655K sold.
Based on aggregated 13F filings for Q2 2025.