WBI BullBear Global Income ETF
WBII
WBII was delisted on the 7th of October, 2022.
9 hedge funds and large institutions have $308M invested in WBI BullBear Global Income ETF in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 6 → 9 (+3)
7% more capital invested
Capital invested by funds: $288M → $308M (+$20.4M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$23.2M |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
+$1.15M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$906K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$781K |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$237K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WI
1
WBI Investments
Red Bank,
New Jersey
| $255M | +$23.2M | +917,915 | +10% |
|
|
FA
2
FDx Advisors
Chicago,
Illinois
| $40.9M | +$1.15M | +45,600 | +3% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $10.5M | +$781K | +30,912 | +8% |
|
|
SWP
4
Stratos Wealth Partners
Beachwood,
Ohio
| $896K | +$906K | +35,866 | New |
|
|
RCAG
5
Rehmann Capital Advisory Group
Lansing,
Michigan
| $234K | +$237K | +9,382 | New |
|
6
Morgan Stanley
New York
| $49K | +$48.3K | +1,910 | +2,301% |
|
|
NMIS
7
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| $41K | +$41.1K | +1,628 | New |
|
|
AIG
8
American International Group
New York
| $21K | – | – | – |
|
WBII Hedge Fund Activity: Q3 2015 in Review
9 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Global Income ETF (WBII) for Q3 2015, worth a combined $308M — up 7.1% from $288M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WBII positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was WBI Investments, adding an estimated $23.2M.
- 9 institutional investors held WBI BullBear Global Income ETF (WBII) as of Q3 2015, up from 6 in Q2 2015.
- Funds reported $308M of WBI BullBear Global Income ETF stock for Q3 2015, up 7.1% quarter-over-quarter.
- 3 funds opened new WBI BullBear Global Income ETF positions in Q3 2015 and 0 closed out, a net change of +3 holders.
- The largest WBI BullBear Global Income ETF buyer in Q3 2015 was WBI Investments, an estimated $23.2M added.
Based on aggregated 13F filings for Q3 2015.