WBI Power Factor High Dividend ETF
WBIY
22 hedge funds and large institutions have $55.4M invested in WBI Power Factor High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 5 closing their positions.
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
10% more capital invested
Capital invested by funds: $50.6M → $55.4M (+$4.83M)
1.88% more ownership
Funds ownership: 81.91% → 83.79% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less funds holding
Funds holding: 26 → 22 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$8.69M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.53M |
| 3 |
LPL Financial
San Diego,
California
|
+$518K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$517K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$485K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$421K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$273K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$237K |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$203K |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$57K |
WBIY Hedge Fund Activity: Q3 2022 in Review
22 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in WBI Power Factor High Dividend ETF (WBIY) for Q3 2022, worth a combined $55.4M — up 9.6% from $50.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WBIY and 1 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 14 added.
The largest buyer was WBI Investments, adding an estimated $8.69M. The largest seller was Advisor Resource Council, exiting entirely with an estimated $421K sold.
- 22 institutional investors held WBI Power Factor High Dividend ETF (WBIY) as of Q3 2022, down from 26 in Q2 2022.
- Funds reported $55.4M of WBI Power Factor High Dividend ETF stock for Q3 2022, up 9.6% quarter-over-quarter.
- 1 fund opened new WBI Power Factor High Dividend ETF positions in Q3 2022 and 5 closed out, a net change of -4 holders.
- The largest WBI Power Factor High Dividend ETF buyer in Q3 2022 was WBI Investments, an estimated $8.69M added.
- The largest WBI Power Factor High Dividend ETF seller in Q3 2022 was Advisor Resource Council, an estimated $421K sold.
Based on aggregated 13F filings for Q3 2022.