WBI BullBear Global Rotation ETF
WBIR
WBIR was delisted on the 7th of June, 2019.
8 hedge funds and large institutions have $14.1M invested in WBI BullBear Global Rotation ETF in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
14% more funds holding
Funds holding: 7 → 8 (+1)
6% more capital invested
Capital invested by funds: $13.4M → $14.1M (+$743K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$1.98M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$199K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$27.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$13.1K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$11.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
-$2.1M |
| 2 |
Jane Street
New York
|
-$12K |
| 3 |
AssetMark Inc
Concord,
California
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WI
1
WBI Investments
Red Bank,
New Jersey
| $6.97M | +$1.98M | +82,559 | +41% |
|
|
FA
2
FDx Advisors
Chicago,
Illinois
| $3.4M | -$2.1M | -87,543 | -39% |
|
|
AG
3
Advisor Group
Phoenix,
Arizona
| $2.69M | +$199K | +8,297 | +8% |
|
|
4
Jane Street
New York
| $946K | -$12K | -498 | -1% |
|
|
5
UBS Group
Zurich,
Switzerland
| $49K | +$13.1K | +544 | +37% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $28K | +$27.9K | +1,159 | New |
|
|
7
Creative Planning
Overland Park,
Kansas
| $11K | +$11.3K | +471 | New |
|
8
Envestnet Asset Management
Chicago,
Illinois
| $9K | +$1.83K | +76 | +27% |
|
|
9
AssetMark Inc
Concord,
California
| – | -$4K | -188 | Closed |
|
WBIR Hedge Fund Activity: Q1 2017 in Review
8 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Global Rotation ETF (WBIR) for Q1 2017, worth a combined $14.1M — up 5.6% from $13.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WBIR positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.
The largest buyer was WBI Investments, adding an estimated $1.98M. The largest seller was FDx Advisors, cutting an estimated $2.1M.
- 8 institutional investors held WBI BullBear Global Rotation ETF (WBIR) as of Q1 2017, up from 7 in Q4 2016.
- Funds reported $14.1M of WBI BullBear Global Rotation ETF stock for Q1 2017, up 5.6% quarter-over-quarter.
- 2 funds opened new WBI BullBear Global Rotation ETF positions in Q1 2017 and 1 closed out, a net change of +1 holder.
- The largest WBI BullBear Global Rotation ETF buyer in Q1 2017 was WBI Investments, an estimated $1.98M added.
- The largest WBI BullBear Global Rotation ETF seller in Q1 2017 was FDx Advisors, an estimated $2.1M sold.
Based on aggregated 13F filings for Q1 2017.