WBI BullBear Trend Switch US 3000 Total Return ETF
WBIT
WBIT was delisted on the 7th of October, 2022.
16 hedge funds and large institutions have $35.7M invested in WBI BullBear Trend Switch US 3000 Total Return ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
33% more funds holding
Funds holding: 12 → 16 (+4)
14% more capital invested
Capital invested by funds: $31.3M → $35.7M (+$4.39M)
1.76% less ownership
Funds ownership: 83.81% → 82.05% (-1.8%)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.62M |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$1.55M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.03M |
| 4 |
SIG
Sargent Investment Group
Bethesda,
Maryland
|
+$132K |
| 5 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$2.19M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$509K |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$209K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$197K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$13.9K |
WBIT Hedge Fund Activity: Q4 2019 in Review
16 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Trend Switch US 3000 Total Return ETF (WBIT) for Q4 2019, worth a combined $35.7M — up 14% from $31.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WBIT positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 6 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $5.62M. The largest seller was WBI Investments, cutting an estimated $2.19M.
- 16 institutional investors held WBI BullBear Trend Switch US 3000 Total Return ETF (WBIT) as of Q4 2019, up from 12 in Q3 2019.
- Funds reported $35.7M of WBI BullBear Trend Switch US 3000 Total Return ETF stock for Q4 2019, up 14% quarter-over-quarter.
- 5 funds opened new WBI BullBear Trend Switch US 3000 Total Return ETF positions in Q4 2019 and 1 closed out, a net change of +4 holders.
- The largest WBI BullBear Trend Switch US 3000 Total Return ETF buyer in Q4 2019 was Cetera Investment Advisers, an estimated $5.62M added.
- The largest WBI BullBear Trend Switch US 3000 Total Return ETF seller in Q4 2019 was WBI Investments, an estimated $2.19M sold.
Based on aggregated 13F filings for Q4 2019.