WBI BullBear Quality 3000 ETF
WBIL
14 hedge funds and large institutions have $41.1M invested in WBI BullBear Quality 3000 ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
17% more funds holding
Funds holding: 12 → 14 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $42.7M → $41.1M (-$1.54M)
3.75% less ownership
Funds ownership: 103.87% → 100.12% (-3.7%)
75% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$811K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$381K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$276K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$42.8K |
| 5 |
Morgan Stanley
New York
|
+$29 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$3.23M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$935K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$807K |
| 4 |
LPL Financial
San Diego,
California
|
-$374K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$290K |
WBIL Hedge Fund Activity: Q4 2023 in Review
14 of the 6,871 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Quality 3000 ETF (WBIL) for Q4 2023, worth a combined $41.1M — down 3.6% from $42.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WBIL positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 8 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $811K. The largest seller was WBI Investments, cutting an estimated $3.23M.
- 14 institutional investors held WBI BullBear Quality 3000 ETF (WBIL) as of Q4 2023, up from 12 in Q3 2023.
- Funds reported $41.1M of WBI BullBear Quality 3000 ETF stock for Q4 2023, down 3.6% quarter-over-quarter.
- 3 funds opened new WBI BullBear Quality 3000 ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest WBI BullBear Quality 3000 ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $811K added.
- The largest WBI BullBear Quality 3000 ETF seller in Q4 2023 was WBI Investments, an estimated $3.23M sold.
Based on aggregated 13F filings for Q4 2023.