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WBI BullBear Quality 3000 ETF

18 hedge funds and large institutions have $57.1M invested in WBI BullBear Quality 3000 ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

29% more funds holding

Funds holding: 1418 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.26% less ownership

Funds ownership: 97.36%95.09% (-2.3%)

9% less capital invested

Capital invested by funds: $62.4M → $57.1M (-$5.37M)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
18
Holders Change
+4
Holders Change %
+28.57%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
3
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WBI Investments
New Jersey
$40.9M -$4.78M -179,518 -10%
LPL Financial
2
LPL Financial
California
$4.88M +$679K +25,504 +16%
AG
3
Advisor Group
Arizona
$3.2M -$184K -6,932 -5%
FA
4
FDx Advisors
Illinois
$2.58M -$490K -18,408 -16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.42M
Citadel Advisors
6
Citadel Advisors
Florida
$1.29M +$1.32M +49,535 New
Jane Street
7
Jane Street
New York
$602K -$624K -23,454 -50%
UBS Group
8
UBS Group
Switzerland
$543K +$553K +20,797 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$356K +$134K +5,029 +58%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$160K +$163K +6,117 New
Morgan Stanley
11
Morgan Stanley
New York
$62K -$3.03K -114 -5%
SEI Investments
12
SEI Investments
Pennsylvania
$57K +$54K +2,031 +1,391%
IA
13
IFP Advisors
Florida
$22K +$22.5K +844 New
CFD
14
Creative Financial Designs
Indiana
$13K +$13.4K +504 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$8K
RCAG
16
Rehmann Capital Advisory Group
Michigan
$6.21K
GI
17
Gradient Investments
Minnesota
$3K +$2.61K +98 New
HighTower Advisors
18
HighTower Advisors
Illinois
-$830K -31,037 Closed
SWP
19
Stratos Wealth Partners
Ohio
-$12K -439 Closed

WBIL Hedge Fund Activity: Q2 2018 in Review

18 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Quality 3000 ETF (WBIL) for Q2 2018, worth a combined $57.1M — down 8.6% from $62.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WBIL positions and 2 closed out — a net gain of 4 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.32M. The largest seller was WBI Investments, cutting an estimated $4.78M.

  • 18 institutional investors held WBI BullBear Quality 3000 ETF (WBIL) as of Q2 2018, up from 14 in Q1 2018.
  • Funds reported $57.1M of WBI BullBear Quality 3000 ETF stock for Q2 2018, down 8.6% quarter-over-quarter.
  • 6 funds opened new WBI BullBear Quality 3000 ETF positions in Q2 2018 and 2 closed out, a net change of +4 holders.
  • The largest WBI BullBear Quality 3000 ETF buyer in Q2 2018 was Citadel Advisors, an estimated $1.32M added.
  • The largest WBI BullBear Quality 3000 ETF seller in Q2 2018 was WBI Investments, an estimated $4.78M sold.

Based on aggregated 13F filings for Q2 2018.