WBI Power Factor High Dividend ETF
WBIY
24 hedge funds and large institutions have $64.2M invested in WBI Power Factor High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
9% more funds holding
Funds holding: 22 → 24 (+2)
1% more capital invested
Capital invested by funds: $63.7M → $64.2M (+$423K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
1.75% less ownership
Funds ownership: 86.06% → 84.3% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$796K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$524K |
| 3 |
Jane Street
New York
|
+$328K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$152K |
| 5 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
+$92.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$694K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$510K |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$370K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$264K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$238K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Citadel Advisors
Miami,
Florida
| – | -$510K | -19,147 | Closed |
|
WBIY Hedge Fund Activity: Q1 2023 in Review
24 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in WBI Power Factor High Dividend ETF (WBIY) for Q1 2023, worth a combined $64.2M — up 0.66% from $63.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WBIY positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $796K. The largest seller was Equitable Holdings, exiting entirely with an estimated $694K sold.
- 24 institutional investors held WBI Power Factor High Dividend ETF (WBIY) as of Q1 2023, up from 22 in Q4 2022.
- Funds reported $64.2M of WBI Power Factor High Dividend ETF stock for Q1 2023, up 0.66% quarter-over-quarter.
- 4 funds opened new WBI Power Factor High Dividend ETF positions in Q1 2023 and 2 closed out, a net change of +2 holders.
- The largest WBI Power Factor High Dividend ETF buyer in Q1 2023 was Cambridge Investment Research Advisors, an estimated $796K added.
- The largest WBI Power Factor High Dividend ETF seller in Q1 2023 was Equitable Holdings, an estimated $694K sold.
Based on aggregated 13F filings for Q1 2023.