WBI Power Factor High Dividend ETF
WBIY
18 hedge funds and large institutions have $43M invested in WBI Power Factor 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.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
38% more funds holding
Funds holding: 13 → 18 (+5)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
12% more capital invested
Capital invested by funds: $38.6M → $43M (+$4.48M)
3.37% less ownership
Funds ownership: 85.51% → 82.14% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.22M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$997K |
| 3 |
Morgan Stanley
New York
|
+$984K |
| 4 |
Jane Street
New York
|
+$840K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$499K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$1.32M |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
-$906K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$254K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$95K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.98K |
WBIY Hedge Fund Activity: Q2 2018 in Review
18 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in WBI Power Factor High Dividend ETF (WBIY) for Q2 2018, worth a combined $43M — up 12% from $38.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new WBIY positions and 1 closed out — a net gain of 5 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.22M. The largest seller was HighTower Advisors, cutting an estimated $1.32M.
- 18 institutional investors held WBI Power Factor High Dividend ETF (WBIY) as of Q2 2018, up from 13 in Q1 2018.
- Funds reported $43M of WBI Power Factor High Dividend ETF stock for Q2 2018, up 12% quarter-over-quarter.
- 6 funds opened new WBI Power Factor High Dividend ETF positions in Q2 2018 and 1 closed out, a net change of +5 holders.
- The largest WBI Power Factor High Dividend ETF buyer in Q2 2018 was LPL Financial, an estimated $1.22M added.
- The largest WBI Power Factor High Dividend ETF seller in Q2 2018 was HighTower Advisors, an estimated $1.32M sold.
Based on aggregated 13F filings for Q2 2018.