WBI BullBear Global Rotation ETF
WBIR
WBIR was delisted on the 7th of June, 2019.
12 hedge funds and large institutions have $38.2M invested in WBI BullBear Global Rotation ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 3 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less capital invested
Capital invested by funds: $39.4M → $38.2M (-$1.2M)
4.82% less ownership
Funds ownership: 95.08% → 90.26% (-4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$3.51M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.87M |
| 3 |
LPL Financial
San Diego,
California
|
+$970K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$336K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$225K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
-$2.75M |
| 2 |
Jane Street
New York
|
-$1.38M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$595K |
| 4 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$7.71K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$6K |
WBIR Hedge Fund Activity: Q4 2018 in Review
12 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Global Rotation ETF (WBIR) for Q4 2018, worth a combined $38.2M — down 3.1% from $39.4M a quarter earlier.
Fund positioning in WBIR was balanced in Q4 2018: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 2 trimmed.
The largest buyer was WBI Investments, adding an estimated $3.51M. The largest seller was FDx Advisors, exiting entirely with an estimated $2.75M sold.
- 12 institutional investors held WBI BullBear Global Rotation ETF (WBIR) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $38.2M of WBI BullBear Global Rotation ETF stock for Q4 2018, down 3.1% quarter-over-quarter.
- 3 funds opened new WBI BullBear Global Rotation ETF positions in Q4 2018 and 3 closed out, a net change of 0 holders.
- The largest WBI BullBear Global Rotation ETF buyer in Q4 2018 was WBI Investments, an estimated $3.51M added.
- The largest WBI BullBear Global Rotation ETF seller in Q4 2018 was FDx Advisors, an estimated $2.75M sold.
Based on aggregated 13F filings for Q4 2018.