WBI BullBear Global Rotation ETF
WBIR
WBIR was delisted on the 7th of June, 2019.
12 hedge funds and large institutions have $39.4M invested in WBI BullBear Global Rotation ETF in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 3 closing their positions.
700% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 1
128% more capital invested
Capital invested by funds: $17.3M → $39.4M (+$22.1M)
7.64% more ownership
Funds ownership: 87.44% → 95.08% (+7.6%)
8% less funds holding
Funds holding: 13 → 12 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$14.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.84M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.61M |
| 4 |
Jane Street
New York
|
+$1.16M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
+$640K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$52K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$17.1K |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$5K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$3K |
WBIR Hedge Fund Activity: Q3 2018 in Review
12 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Global Rotation ETF (WBIR) for Q3 2018, worth a combined $39.4M — up 128% from $17.3M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WBIR and 2 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 8 added.
The largest buyer was WBI Investments, adding an estimated $14.1M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $52K sold.
- 12 institutional investors held WBI BullBear Global Rotation ETF (WBIR) as of Q3 2018, down from 13 in Q2 2018.
- Funds reported $39.4M of WBI BullBear Global Rotation ETF stock for Q3 2018, up 128% quarter-over-quarter.
- 2 funds opened new WBI BullBear Global Rotation ETF positions in Q3 2018 and 3 closed out, a net change of -1 holder.
- The largest WBI BullBear Global Rotation ETF buyer in Q3 2018 was WBI Investments, an estimated $14.1M added.
- The largest WBI BullBear Global Rotation ETF seller in Q3 2018 was Royal Bank of Canada, an estimated $52K sold.
Based on aggregated 13F filings for Q3 2018.