WBI Power Factor High Dividend ETF
WBIY
25 hedge funds and large institutions have $54M invested in WBI Power Factor High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
9% more funds holding
Funds holding: 23 → 25 (+2)
7% more capital invested
Capital invested by funds: $50.5M → $54M (+$3.45M)
1.92% more ownership
Funds ownership: 80.69% → 82.61% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$439K |
| 2 |
NFG
Next Financial Group
Houston,
Texas
|
+$427K |
| 3 |
LPL Financial
San Diego,
California
|
+$305K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$250K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$249K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$386K |
| 2 |
Jane Street
New York
|
-$296K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$104K |
| 4 |
Morgan Stanley
New York
|
-$99K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$88.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| – | -$296K | -11,022 | Closed |
|
WBIY Hedge Fund Activity: Q4 2021 in Review
25 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in WBI Power Factor High Dividend ETF (WBIY) for Q4 2021, worth a combined $54M — up 6.8% from $50.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WBIY positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Advisor Resource Council, opening a new position worth an estimated $439K. The largest seller was WBI Investments, cutting an estimated $386K.
- 25 institutional investors held WBI Power Factor High Dividend ETF (WBIY) as of Q4 2021, up from 23 in Q3 2021.
- Funds reported $54M of WBI Power Factor High Dividend ETF stock for Q4 2021, up 6.8% quarter-over-quarter.
- 3 funds opened new WBI Power Factor High Dividend ETF positions in Q4 2021 and 1 closed out, a net change of +2 holders.
- The largest WBI Power Factor High Dividend ETF buyer in Q4 2021 was Advisor Resource Council, an estimated $439K added.
- The largest WBI Power Factor High Dividend ETF seller in Q4 2021 was WBI Investments, an estimated $386K sold.
Based on aggregated 13F filings for Q4 2021.