WBIG icon

WBI BullBear Yield 3000 ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
+1
Holders Change %
+9.09%
% of All Funds
0.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
1
Increased
3
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WI
1
WBI Investments
New Jersey
$21.1M -$674K -30,745 -3%
MWM
2
Maridea Wealth Management
New York
$18M -$344K -15,693 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.58M -$310K -14,162 -5%
LPL Financial
4
LPL Financial
California
$1.7M -$429K -19,589 -20%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.47M -$182K -8,289 -11%
AIM
6
Advyzon Investment Management
Illinois
$1.07M +$1.07M +49,009 New
Jane Street
7
Jane Street
New York
$912K +$395K +18,007 +76%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$504K +$34.8K +1,590 +7%
AWS
9
Atria Wealth Solutions
New York
$503K -$49.1K -2,195 -9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$462K -$21K -959 -4%
SEP
11
Southland Equity Partners
Missouri
$208K -$14.3K -651 -6%
UBS Group
12
UBS Group
Switzerland
$50.6K +$20.4K +930 +67%