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WBIH

WBI BullBear Global High Income ETF

Delisted

WBIH was delisted on the 7th of June, 2019.

13 hedge funds and large institutions have $187M invested in WBI BullBear Global High Income ETF in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

30% more funds holding

Funds holding: 1013 (+3)

16% less capital invested

Capital invested by funds: $224M → $187M (-$36.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
13
Holders Change
+3
Holders Change %
+30%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
5
Increased
2
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WBI Investments
New Jersey
$131M -$32.6M -1,377,878 -20%
FA
2
FDx Advisors
Illinois
$30.1M -$5.77M -244,059 -16%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.1M -$13.8K -582 -0.1%
LPL Financial
4
LPL Financial
California
$9.54M +$4.68M +197,842 +93%
Jane Street
5
Jane Street
New York
$2.08M -$630K -26,670 -23%
UCFA
6
United Capital Financial Advisors
Texas
$1.51M +$1.53M +64,633 New
TSS
7
Two Sigma Securities
New York
$245K +$249K +10,516 New
RCAG
8
Rehmann Capital Advisory Group
Michigan
$238K -$31.8K -1,347 -12%
SWP
9
Stratos Wealth Partners
Ohio
$211K -$817K -34,587 -79%
AIG
10
American International Group
New York
$106K +$3K +127 +3%
UBS Group
11
UBS Group
Switzerland
$47K +$47.7K +2,020 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$21K +$41.3K +1,746 New
Wells Fargo
13
Wells Fargo
California
$8K +$8.51K +360 New
Morgan Stanley
14
Morgan Stanley
New York
-$53K -2,229 Closed
NMIS
15
Northwestern Mutual Investment Services
Wisconsin
-$48K -2,019 Closed

WBIH Hedge Fund Activity: Q4 2015 in Review

13 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Global High Income ETF (WBIH) for Q4 2015, worth a combined $187M — down 16% from $224M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WBIH positions and 2 closed out — a net gain of 3 holders — while 2 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.68M. The largest seller was WBI Investments, cutting an estimated $32.6M.

  • 13 institutional investors held WBI BullBear Global High Income ETF (WBIH) as of Q4 2015, up from 10 in Q3 2015.
  • Funds reported $187M of WBI BullBear Global High Income ETF stock for Q4 2015, down 16% quarter-over-quarter.
  • 5 funds opened new WBI BullBear Global High Income ETF positions in Q4 2015 and 2 closed out, a net change of +3 holders.
  • The largest WBI BullBear Global High Income ETF buyer in Q4 2015 was LPL Financial, an estimated $4.68M added.
  • The largest WBI BullBear Global High Income ETF seller in Q4 2015 was WBI Investments, an estimated $32.6M sold.

Based on aggregated 13F filings for Q4 2015.