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WBI BullBear Yield 3000 ETF
WBIG

14 hedge funds and large institutions have $51M invested in WBI BullBear Yield 3000 ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

17% more funds holding

Funds holding: 12 → 14 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.69% less ownership

Funds ownership: 153.84% → 153.15% (-0.69%)

1% less capital invested

Capital invested by funds: $51.6M → $51M (-$597K)

88% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 8

Holders
14
Holders Change
+2
Holders Change %
+16.67%
% of All Funds
0.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
1
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AFP
Ausdal Financial Partners
Iowa
+$1.01M
2
Citadel Advisors
Citadel Advisors
Florida
+$309K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$224K
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$22
5
Morgan Stanley
Morgan Stanley
New York
+$22

Top Sellers

Rank Fund Capital Flow
1
MWM
Maridea Wealth Management
New York
-$1.54M
2
WI
WBI Investments
New Jersey
-$1.41M
3
Jane Street
Jane Street
New York
-$535K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$462K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$349K
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1
WBI Investments
New Jersey
$20.9M -$1.41M -62,861 -7%
MWM
2
Maridea Wealth Management
New York
$17.7M -$1.54M -68,613 -8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.53M -$349K -15,542 -6%
LPL Financial
4
LPL Financial
California
$1.64M -$158K -7,019 -9%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.42M -$133K -5,902 -9%
AIM
6
Advyzon Investment Management
Illinois
$1.04M -$90.9K -4,048 -8%
AFP
7
Ausdal Financial Partners
Iowa
$1.04M +$1.01M +44,961 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$762K +$224K +9,980 +43%
Jane Street
9
Jane Street
New York
$411K -$535K -23,811 -57%
Citadel Advisors
10
Citadel Advisors
Florida
$318K +$309K +13,740 New
SEP
11
Southland Equity Partners
Missouri
$219K – – –
UBS Group
12
UBS Group
Switzerland
$31K -$21.7K -967 -42%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$23 +$22 +1 New
Morgan Stanley
14
Morgan Stanley
New York
$23 +$22 +1 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
– -$462K -21,080 Closed

WBIG Hedge Fund Activity: Q3 2025 in Review

14 of the 7,629 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Yield 3000 ETF (WBIG) for Q3 2025, worth a combined $51M — down 1.2% from $51.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new WBIG positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 8 trimmed.

The largest buyer was Ausdal Financial Partners, opening a new position worth an estimated $1.01M. The largest seller was Maridea Wealth Management, cutting an estimated $1.54M.

  • 14 institutional investors held WBI BullBear Yield 3000 ETF (WBIG) as of Q3 2025, up from 12 in Q2 2025.
  • Funds reported $51M of WBI BullBear Yield 3000 ETF stock for Q3 2025, down 1.2% quarter-over-quarter.
  • 4 funds opened new WBI BullBear Yield 3000 ETF positions in Q3 2025 and 1 closed out, a net change of +3 holders.
  • The largest WBI BullBear Yield 3000 ETF buyer in Q3 2025 was Ausdal Financial Partners, an estimated $1.01M added.
  • The largest WBI BullBear Yield 3000 ETF seller in Q3 2025 was Maridea Wealth Management, an estimated $1.54M sold.

Based on aggregated 13F filings for Q3 2025.