WBI BullBear Global Rotation ETF
WBIR
WBIR was delisted on the 7th of June, 2019.
7 hedge funds and large institutions have $17.7M invested in WBI BullBear Global Rotation ETF in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
6% more capital invested
Capital invested by funds: $16.6M → $17.7M (+$1.05M)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$971K |
| 2 |
Jane Street
New York
|
+$129K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$119K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$78.7K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$39.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
-$554K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WI
1
WBI Investments
Red Bank,
New Jersey
| $9.3M | +$971K | +39,446 | +12% |
|
|
AG
2
Advisor Group
Phoenix,
Arizona
| $3.37M | +$39.2K | +1,594 | +1% |
|
|
FA
3
FDx Advisors
Chicago,
Illinois
| $3.23M | -$554K | -22,526 | -15% |
|
|
4
HighTower Advisors
Chicago,
Illinois
| $871K | +$119K | +4,827 | +16% |
|
|
5
Jane Street
New York
| $825K | +$129K | +5,234 | +19% |
|
|
6
UBS Group
Zurich,
Switzerland
| $79K | +$78.7K | +3,196 | New |
|
|
TCM
7
Tradewinds Capital Management
Bellingham,
Washington
| $6K | +$6.37K | +259 | New |
|
|
8
Envestnet Asset Management
Chicago,
Illinois
| – | -$9K | -368 | Closed |
|
WBIR Hedge Fund Activity: Q3 2017 in Review
7 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Global Rotation ETF (WBIR) for Q3 2017, worth a combined $17.7M — up 6.3% from $16.6M a quarter earlier.
Fund positioning in WBIR was balanced in Q3 2017: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 1 trimmed.
The largest buyer was WBI Investments, adding an estimated $971K. The largest seller was FDx Advisors, cutting an estimated $554K.
- 7 institutional investors held WBI BullBear Global Rotation ETF (WBIR) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $17.7M of WBI BullBear Global Rotation ETF stock for Q3 2017, up 6.3% quarter-over-quarter.
- 2 funds opened new WBI BullBear Global Rotation ETF positions in Q3 2017 and 2 closed out, a net change of 0 holders.
- The largest WBI BullBear Global Rotation ETF buyer in Q3 2017 was WBI Investments, an estimated $971K added.
- The largest WBI BullBear Global Rotation ETF seller in Q3 2017 was FDx Advisors, an estimated $554K sold.
Based on aggregated 13F filings for Q3 2017.