WBI Power Factor High Dividend ETF
WBIY
24 hedge funds and large institutions have $62.5M invested in WBI Power Factor High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 3 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
24% more capital invested
Capital invested by funds: $50.3M → $62.5M (+$12.1M)
22.14% more ownership
Funds ownership: 80.3% → 102.44% (+22%)
0% more funds holding
Funds holding: 24 → 24 (0)
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
Rockport Wealth
Fairview Park,
Ohio
|
+$1.04M |
| 2 |
LPL Financial
San Diego,
California
|
+$269K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$154K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$80.4K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$15.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$760K |
| 2 |
Jane Street
New York
|
-$646K |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$624K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$408K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$226K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HGERS
26
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$56K | -1,815 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$36.2K | -1,154 | Closed |
|
WBIY Hedge Fund Activity: Q4 2024 in Review
24 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in WBI Power Factor High Dividend ETF (WBIY) for Q4 2024, worth a combined $62.5M — up 24% from $50.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WBIY positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 11 trimmed.
The largest buyer was Rockport Wealth, opening a new position worth an estimated $1.04M. The largest seller was Osaic Holdings, cutting an estimated $760K.
- 24 institutional investors held WBI Power Factor High Dividend ETF (WBIY) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $62.5M of WBI Power Factor High Dividend ETF stock for Q4 2024, up 24% quarter-over-quarter.
- 4 funds opened new WBI Power Factor High Dividend ETF positions in Q4 2024 and 3 closed out, a net change of +1 holder.
- The largest WBI Power Factor High Dividend ETF buyer in Q4 2024 was Rockport Wealth, an estimated $1.04M added.
- The largest WBI Power Factor High Dividend ETF seller in Q4 2024 was Osaic Holdings, an estimated $760K sold.
Based on aggregated 13F filings for Q4 2024.