WBI BullBear Global Income ETF
WBII
WBII was delisted on the 7th of October, 2022.
21 hedge funds and large institutions have $95.2M invested in WBI BullBear Global Income ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
17% more funds holding
Funds holding: 18 → 21 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
25% less capital invested
Capital invested by funds: $127M → $95.2M (-$31.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.54M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$688K |
| 3 |
LPL Financial
San Diego,
California
|
+$554K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$354K |
| 5 |
Bank of New York Mellon
New York
|
+$286K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$26.5M |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
-$2.82M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$2.18M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$536K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$313K |
WBII Hedge Fund Activity: Q2 2018 in Review
21 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Global Income ETF (WBII) for Q2 2018, worth a combined $95.2M — down 25% from $127M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WBII positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was UBS Group, adding an estimated $1.54M. The largest seller was WBI Investments, cutting an estimated $26.5M.
- 21 institutional investors held WBI BullBear Global Income ETF (WBII) as of Q2 2018, up from 18 in Q1 2018.
- Funds reported $95.2M of WBI BullBear Global Income ETF stock for Q2 2018, down 25% quarter-over-quarter.
- 5 funds opened new WBI BullBear Global Income ETF positions in Q2 2018 and 2 closed out, a net change of +3 holders.
- The largest WBI BullBear Global Income ETF buyer in Q2 2018 was UBS Group, an estimated $1.54M added.
- The largest WBI BullBear Global Income ETF seller in Q2 2018 was WBI Investments, an estimated $26.5M sold.
Based on aggregated 13F filings for Q2 2018.