WBI BullBear Trend Switch US 3000 Total Return ETF
WBIT
WBIT was delisted on the 7th of October, 2022.
14 hedge funds and large institutions have $30.7M invested in WBI BullBear Trend Switch US 3000 Total Return ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 5 closing their positions.
1.13% more ownership
Funds ownership: 82.05% → 83.18% (+1.1%)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
13% less funds holding
Funds holding: 16 → 14 (-2)
14% less capital invested
Capital invested by funds: $35.7M → $30.7M (-$4.97M)
71% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.05M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$753K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$288K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$202K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$108K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.81M |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$1.29M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$586K |
| 4 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$309K |
| 5 |
Jane Street
New York
|
-$229K |
WBIT Hedge Fund Activity: Q1 2020 in Review
14 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Trend Switch US 3000 Total Return ETF (WBIT) for Q1 2020, worth a combined $30.7M — down 14% from $35.7M a quarter earlier.
Fund positioning in WBIT was balanced in Q1 2020: 5 funds opened new positions, 5 closed out, 2 added to existing stakes and 7 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $4.05M. The largest seller was LPL Financial, cutting an estimated $1.81M.
- 14 institutional investors held WBI BullBear Trend Switch US 3000 Total Return ETF (WBIT) as of Q1 2020, down from 16 in Q4 2019.
- Funds reported $30.7M of WBI BullBear Trend Switch US 3000 Total Return ETF stock for Q1 2020, down 14% quarter-over-quarter.
- 5 funds opened new WBI BullBear Trend Switch US 3000 Total Return ETF positions in Q1 2020 and 5 closed out, a net change of 0 holders.
- The largest WBI BullBear Trend Switch US 3000 Total Return ETF buyer in Q1 2020 was Cetera Investment Advisers, an estimated $4.05M added.
- The largest WBI BullBear Trend Switch US 3000 Total Return ETF seller in Q1 2020 was LPL Financial, an estimated $1.81M sold.
Based on aggregated 13F filings for Q1 2020.