WBI Power Factor High Dividend ETF
WBIY
26 hedge funds and large institutions have $48.5M invested in WBI Power Factor High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 14 reducing their positions, and 0 closing their positions.
24% more funds holding
Funds holding: 21 → 26 (+5)
6% more capital invested
Capital invested by funds: $45.9M → $48.5M (+$2.68M)
0.43% more ownership
Funds ownership: 81.97% → 82.4% (+0.43%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
79% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFS
Founders Financial Securities
Towson,
Maryland
|
+$892K |
| 2 |
Morgan Stanley
New York
|
+$709K |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$346K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$279K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$3.03M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$671K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$521K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$363K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$354K |
WBIY Hedge Fund Activity: Q4 2023 in Review
26 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in WBI Power Factor High Dividend ETF (WBIY) for Q4 2023, worth a combined $48.5M — up 5.9% from $45.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WBIY positions and 0 closed out — a net gain of 5 holders — while 3 added to existing stakes and 14 trimmed.
The largest buyer was Founders Financial Securities, opening a new position worth an estimated $892K. The largest seller was WBI Investments, cutting an estimated $3.03M.
- 26 institutional investors held WBI Power Factor High Dividend ETF (WBIY) as of Q4 2023, up from 21 in Q3 2023.
- Funds reported $48.5M of WBI Power Factor High Dividend ETF stock for Q4 2023, up 5.9% quarter-over-quarter.
- 5 funds opened new WBI Power Factor High Dividend ETF positions in Q4 2023 and 0 closed out, a net change of +5 holders.
- The largest WBI Power Factor High Dividend ETF buyer in Q4 2023 was Founders Financial Securities, an estimated $892K added.
- The largest WBI Power Factor High Dividend ETF seller in Q4 2023 was WBI Investments, an estimated $3.03M sold.
Based on aggregated 13F filings for Q4 2023.