WBI BullBear Global Income ETF
WBII
WBII was delisted on the 7th of October, 2022.
18 hedge funds and large institutions have $148M invested in WBI BullBear Global Income ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
51% more capital invested
Capital invested by funds: $98.1M → $148M (+$50.3M)
13% more funds holding
Funds holding: 16 → 18 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$16.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$12.7M |
| 3 |
FA
FDx Advisors
Chicago,
Illinois
|
+$9.36M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$5.41M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$663K |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$376K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$212K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$140K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$131K |
WBII Hedge Fund Activity: Q1 2019 in Review
18 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Global Income ETF (WBII) for Q1 2019, worth a combined $148M — up 51% from $98.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WBII positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was WBI Investments, adding an estimated $16.7M. The largest seller was Jane Street, cutting an estimated $663K.
- 18 institutional investors held WBI BullBear Global Income ETF (WBII) as of Q1 2019, up from 16 in Q4 2018.
- Funds reported $148M of WBI BullBear Global Income ETF stock for Q1 2019, up 51% quarter-over-quarter.
- 4 funds opened new WBI BullBear Global Income ETF positions in Q1 2019 and 2 closed out, a net change of +2 holders.
- The largest WBI BullBear Global Income ETF buyer in Q1 2019 was WBI Investments, an estimated $16.7M added.
- The largest WBI BullBear Global Income ETF seller in Q1 2019 was Jane Street, an estimated $663K sold.
Based on aggregated 13F filings for Q1 2019.