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WBIH

WBI BullBear Global High Income ETF
WBIH

Delisted

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

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14 hedge funds and large institutions have $218M invested in WBI BullBear Global High Income ETF in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

8% more funds holding

Funds holding: 13 → 14 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

17% less capital invested

Capital invested by funds: $262M → $218M (-$44.3M)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
14
Holders Change
+1
Holders Change %
+7.69%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
4
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KWM
Kingsview Wealth Management
Oregon
+$928K
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$201K
3
Citadel Advisors
Citadel Advisors
Florida
+$194K
4
Morgan Stanley
Morgan Stanley
New York
+$191K
5
UCFA
United Capital Financial Advisors
Texas
+$2.18K

Top Sellers

Rank Fund Capital Flow
1
WI
WBI Investments
New Jersey
-$43.5M
2
HighTower Advisors
HighTower Advisors
Illinois
-$2.82M
3
AG
Advisor Group
Arizona
-$984K
4
Jane Street
Jane Street
New York
-$931K
5
FA
FDx Advisors
Illinois
-$683K
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1
WBI Investments
New Jersey
$137M -$43.5M -1,755,771 -24%
AG
2
Advisor Group
Arizona
$30.7M -$984K -39,698 -3%
FA
3
FDx Advisors
Illinois
$27.8M -$683K -27,561 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.8M – – –
HighTower Advisors
5
HighTower Advisors
Illinois
$4.32M -$2.82M -113,690 -40%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.12M +$201K +8,089 +22%
KWM
7
Kingsview Wealth Management
Oregon
$934K +$928K +37,445 New
Citadel Advisors
8
Citadel Advisors
Florida
$836K +$194K +7,812 +30%
UCFA
9
United Capital Financial Advisors
Texas
$753K +$2.18K +88 +0.3%
Morgan Stanley
10
Morgan Stanley
New York
$403K +$191K +7,698 +91%
CCM
11
Crabel Capital Management
California
$231K +$229K +9,243 New
UBS Group
12
UBS Group
Switzerland
$187K -$52K -2,096 -22%
PK
13
Pflug Koory
Nebraska
$83K – – –
TCM
14
Tradewinds Capital Management
Washington
$55K – – –
Jane Street
15
Jane Street
New York
– -$931K -37,780 Closed

WBIH Hedge Fund Activity: Q4 2017 in Review

14 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Global High Income ETF (WBIH) for Q4 2017, worth a combined $218M — down 17% from $262M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new WBIH positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 5 trimmed.

The largest buyer was Kingsview Wealth Management, opening a new position worth an estimated $928K. The largest seller was WBI Investments, cutting an estimated $43.5M.

  • 14 institutional investors held WBI BullBear Global High Income ETF (WBIH) as of Q4 2017, up from 13 in Q3 2017.
  • Funds reported $218M of WBI BullBear Global High Income ETF stock for Q4 2017, down 17% quarter-over-quarter.
  • 2 funds opened new WBI BullBear Global High Income ETF positions in Q4 2017 and 1 closed out, a net change of +1 holder.
  • The largest WBI BullBear Global High Income ETF buyer in Q4 2017 was Kingsview Wealth Management, an estimated $928K added.
  • The largest WBI BullBear Global High Income ETF seller in Q4 2017 was WBI Investments, an estimated $43.5M sold.

Based on aggregated 13F filings for Q4 2017.