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WBI Power FactorTM High Dividend ETF
WBIY

Overview Fund Activity

18 hedge funds and large institutions have $43M invested in WBI Power FactorTM High Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$11.2M
2
WI
WBI Investments
New Jersey
$12.9M
3
Morgan Stanley
Morgan Stanley
New York
$2.81M
4
Jane Street
Jane Street
New York
$1.63M
5
KWM
Kingsview Wealth Management
Oregon
$502K

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$512K
2
FA
FDx Advisors
Illinois
$5.55M
3
AG
Advisor Group
Arizona
$6.55M
4
SWP
Stratos Wealth Partners
Ohio
$0
5
UBS Group
UBS Group
Switzerland
$86K
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
1
WBI Investments
New Jersey
$12.9M +$1M +37,349 +8%
LPL Financial
2
LPL Financial
California
$11.2M +$1.23M +45,619 +12%
AG
3
Advisor Group
Arizona
$6.55M -$256K -9,513 -4%
FA
4
FDx Advisors
Illinois
$5.55M -$912K -33,933 -14%
Morgan Stanley
5
Morgan Stanley
New York
$2.81M +$990K +36,842 +54%
Jane Street
6
Jane Street
New York
$1.63M +$846K +31,479 +107%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$632K +$286K +10,618 +82%
HighTower Advisors
8
HighTower Advisors
Illinois
$512K -$1.33M -49,511 -72%
KWM
9
Kingsview Wealth Management
Oregon
$502K +$502K +18,696 New
UCFA
10
United Capital Financial Advisors
Texas
$246K +$246K +9,137 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$238K +$238K +8,849 New
UBS Group
12
UBS Group
Switzerland
$86K -$4.02K -149 -4%
IA
13
IFP Advisors
Florida
$79K +$79K +2,951 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$26K – – –
RCAG
15
Rehmann Capital Advisory Group
Michigan
$15K – – –
TCM
16
Tradewinds Capital Management
Washington
$12K – – –
GI
17
Gradient Investments
Minnesota
$9K +$9K +341 New
CFD
18
Creative Financial Designs
Indiana
$7K +$7K +265 New
SWP
19
Stratos Wealth Partners
Ohio
– -$95K -3,687 Closed