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WBI BullBear Quality 3000 ETF

15 hedge funds and large institutions have $40.4M invested in WBI BullBear Quality 3000 ETF in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.8% less ownership

Funds ownership: 95.09%92.29% (-2.8%)

17% less funds holding

Funds holding: 1815 (-3)

29% less capital invested

Capital invested by funds: $57.1M → $40.4M (-$16.7M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
15
Holders Change
-3
Holders Change %
-16.67%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
3
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WBI Investments
New Jersey
$28M -$15.8M -573,497 -37%
LPL Financial
2
LPL Financial
California
$5.54M +$254K +9,197 +5%
AG
3
Advisor Group
Arizona
$2.74M -$704K -25,523 -21%
FA
4
FDx Advisors
Illinois
$1.75M -$1.01M -36,644 -37%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$809K +$792K +28,705 New
UBS Group
6
UBS Group
Switzerland
$628K +$39.8K +1,445 +7%
Jane Street
7
Jane Street
New York
$371K -$274K -9,923 -43%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$309K -$75.2K -2,728 -20%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$94K -$76.8K -2,785 -46%
Morgan Stanley
10
Morgan Stanley
New York
$61K -$5.29K -192 -8%
IA
11
IFP Advisors
Florida
$24K -$110 -4 -0.5%
SWP
12
Stratos Wealth Partners
Ohio
$11K +$10.3K +373 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$10K +$2.21K +80 +28%
RCAG
14
Rehmann Capital Advisory Group
Michigan
$6.71K
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
-$2.42M -92,747 Closed
Citadel Advisors
16
Citadel Advisors
Florida
-$1.29M -49,535 Closed
SEI Investments
17
SEI Investments
Pennsylvania
-$57K -2,177 Closed
CFD
18
Creative Financial Designs
Indiana
-$13K -504 Closed
GI
19
Gradient Investments
Minnesota
-$3K -98 Closed

WBIL Hedge Fund Activity: Q3 2018 in Review

15 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Quality 3000 ETF (WBIL) for Q3 2018, worth a combined $40.4M — down 29% from $57.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of WBIL and 2 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 3 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $792K. The largest seller was WBI Investments, cutting an estimated $15.8M.

  • 15 institutional investors held WBI BullBear Quality 3000 ETF (WBIL) as of Q3 2018, down from 18 in Q2 2018.
  • Funds reported $40.4M of WBI BullBear Quality 3000 ETF stock for Q3 2018, down 29% quarter-over-quarter.
  • 2 funds opened new WBI BullBear Quality 3000 ETF positions in Q3 2018 and 5 closed out, a net change of -3 holders.
  • The largest WBI BullBear Quality 3000 ETF buyer in Q3 2018 was Susquehanna International Group, an estimated $792K added.
  • The largest WBI BullBear Quality 3000 ETF seller in Q3 2018 was WBI Investments, an estimated $15.8M sold.

Based on aggregated 13F filings for Q3 2018.