WBI BullBear Trend Switch US 3000 Total Return ETF
WBIT
WBIT was delisted on the 7th of October, 2022.
12 hedge funds and large institutions have $31.3M invested in WBI BullBear Trend Switch US 3000 Total Return ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
9% more funds holding
Funds holding: 11 → 12 (+1)
9.74% less ownership
Funds ownership: 93.55% → 83.81% (-9.7%)
29% less capital invested
Capital invested by funds: $44.1M → $31.3M (-$12.8M)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
+$318K |
| 2 |
Jane Street
New York
|
+$220K |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$208K |
| 4 |
SIG
Sargent Investment Group
Bethesda,
Maryland
|
+$52.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$8.34M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.45M |
| 3 |
FA
FDx Advisors
Chicago,
Illinois
|
-$1.5M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$343K |
| 5 |
Bank of New York Mellon
New York
|
-$202K |
WBIT Hedge Fund Activity: Q3 2019 in Review
12 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Trend Switch US 3000 Total Return ETF (WBIT) for Q3 2019, worth a combined $31.3M — down 29% from $44.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WBIT positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 6 trimmed.
The largest buyer was USAdvisors Wealth Management, opening a new position worth an estimated $318K. The largest seller was WBI Investments, cutting an estimated $8.34M.
- 12 institutional investors held WBI BullBear Trend Switch US 3000 Total Return ETF (WBIT) as of Q3 2019, up from 11 in Q2 2019.
- Funds reported $31.3M of WBI BullBear Trend Switch US 3000 Total Return ETF stock for Q3 2019, down 29% quarter-over-quarter.
- 4 funds opened new WBI BullBear Trend Switch US 3000 Total Return ETF positions in Q3 2019 and 3 closed out, a net change of +1 holder.
- The largest WBI BullBear Trend Switch US 3000 Total Return ETF buyer in Q3 2019 was USAdvisors Wealth Management, an estimated $318K added.
- The largest WBI BullBear Trend Switch US 3000 Total Return ETF seller in Q3 2019 was WBI Investments, an estimated $8.34M sold.
Based on aggregated 13F filings for Q3 2019.