WBI BullBear Global Rotation ETF
WBIR
WBIR was delisted on the 7th of June, 2019.
8 hedge funds and large institutions have $13.5M invested in WBI BullBear Global Rotation ETF in 2017 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 6 reducing their positions, and 0 closing their positions.
14% more funds holding
Funds holding: 7 → 8 (+1)
24% less capital invested
Capital invested by funds: $17.7M → $13.5M (-$4.2M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$10.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$3.75M |
| 2 |
Jane Street
New York
|
-$454K |
| 3 |
FA
FDx Advisors
Chicago,
Illinois
|
-$220K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$110K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$40.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WI
1
WBI Investments
Red Bank,
New Jersey
| $5.74M | -$3.75M | -148,280 | -40% |
|
|
AG
2
Advisor Group
Phoenix,
Arizona
| $3.34M | -$110K | -4,338 | -3% |
|
|
FA
3
FDx Advisors
Chicago,
Illinois
| $3.09M | -$220K | -8,679 | -7% |
|
4
HighTower Advisors
Chicago,
Illinois
| $868K | -$25K | -990 | -3% |
|
|
5
Jane Street
New York
| $388K | -$454K | -17,935 | -54% |
|
|
6
UBS Group
Zurich,
Switzerland
| $40K | -$40.6K | -1,605 | -50% |
|
|
SWP
7
Stratos Wealth Partners
Beachwood,
Ohio
| $10K | +$10.4K | +411 | New |
|
|
TCM
8
Tradewinds Capital Management
Bellingham,
Washington
| $7K | – | – | – |
|
WBIR Hedge Fund Activity: Q4 2017 in Review
8 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Global Rotation ETF (WBIR) for Q4 2017, worth a combined $13.5M — down 24% from $17.7M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WBIR positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 6 trimmed.
The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $10.4K. The largest seller was WBI Investments, cutting an estimated $3.75M.
- 8 institutional investors held WBI BullBear Global Rotation ETF (WBIR) as of Q4 2017, up from 7 in Q3 2017.
- Funds reported $13.5M of WBI BullBear Global Rotation ETF stock for Q4 2017, down 24% quarter-over-quarter.
- 1 fund opened new WBI BullBear Global Rotation ETF positions in Q4 2017 and 0 closed out, a net change of +1 holder.
- The largest WBI BullBear Global Rotation ETF buyer in Q4 2017 was Stratos Wealth Partners, an estimated $10.4K added.
- The largest WBI BullBear Global Rotation ETF seller in Q4 2017 was WBI Investments, an estimated $3.75M sold.
Based on aggregated 13F filings for Q4 2017.