WBI Power Factor High Dividend ETF
WBIY
13 hedge funds and large institutions have $38.6M invested in WBI Power Factor High Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
44% more funds holding
Funds holding: 9 → 13 (+4)
44% more capital invested
Capital invested by funds: $26.8M → $38.6M (+$11.8M)
22.66% more ownership
Funds ownership: 62.85% → 85.51% (+23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$9.88M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$2.5M |
| 3 |
Morgan Stanley
New York
|
+$672K |
| 4 |
Jane Street
New York
|
+$299K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$66.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$248K |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
-$198K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$38.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WI
1
WBI Investments
Red Bank,
New Jersey
| $11.4M | +$2.5M | +94,187 | +27% |
|
|
2
LPL Financial
San Diego,
California
| $9.6M | +$9.88M | +372,421 | New |
|
|
AG
3
Advisor Group
Phoenix,
Arizona
| $6.52M | -$248K | -9,333 | -4% |
|
|
FA
4
FDx Advisors
Chicago,
Illinois
| $6.2M | -$198K | -7,465 | -3% |
|
|
5
HighTower Advisors
Chicago,
Illinois
| $1.76M | -$38.6K | -1,456 | -2% |
|
|
6
Morgan Stanley
New York
| $1.74M | +$672K | +25,331 | +60% |
|
|
7
Jane Street
New York
| $756K | +$299K | +11,272 | +62% |
|
8
Bank of New York Mellon
New York
| $332K | +$21.1K | +795 | +7% |
|
|
SWP
9
Stratos Wealth Partners
Beachwood,
Ohio
| $95K | +$13K | +490 | +15% |
|
|
10
UBS Group
Zurich,
Switzerland
| $86K | +$66.3K | +2,501 | +298% |
|
|
LTFS
11
Ladenburg Thalmann Financial Services
Miami,
Florida
| $26K | +$26.8K | +1,010 | New |
|
|
RCAG
12
Rehmann Capital Advisory Group
Lansing,
Michigan
| $14K | +$14.8K | +559 | New |
|
|
TCM
13
Tradewinds Capital Management
Bellingham,
Washington
| $12K | +$12.3K | +462 | New |
|
WBIY Hedge Fund Activity: Q1 2018 in Review
13 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WBI Power Factor High Dividend ETF (WBIY) for Q1 2018, worth a combined $38.6M — up 44% from $26.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WBIY positions and 0 closed out — a net gain of 4 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $9.88M. The largest seller was Advisor Group, cutting an estimated $248K.
- 13 institutional investors held WBI Power Factor High Dividend ETF (WBIY) as of Q1 2018, up from 9 in Q4 2017.
- Funds reported $38.6M of WBI Power Factor High Dividend ETF stock for Q1 2018, up 44% quarter-over-quarter.
- 4 funds opened new WBI Power Factor High Dividend ETF positions in Q1 2018 and 0 closed out, a net change of +4 holders.
- The largest WBI Power Factor High Dividend ETF buyer in Q1 2018 was LPL Financial, an estimated $9.88M added.
- The largest WBI Power Factor High Dividend ETF seller in Q1 2018 was Advisor Group, an estimated $248K sold.
Based on aggregated 13F filings for Q1 2018.