WBI Power Factor High Dividend ETF
WBIY
18 hedge funds and large institutions have $105M invested in WBI Power Factor High Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 2 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
144% more capital invested
Capital invested by funds: $43M → $105M (+$62.1M)
3.54% more ownership
Funds ownership: 82.14% → 85.68% (+3.5%)
0% more funds holding
Funds holding: 18 → 18 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$41.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$10.6M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$4.86M |
| 4 |
FA
FDx Advisors
Chicago,
Illinois
|
+$2.01M |
| 5 |
Morgan Stanley
New York
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$74.9K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$21.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$13.8K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$9K |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$7K |
WBIY Hedge Fund Activity: Q3 2018 in Review
18 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in WBI Power Factor High Dividend ETF (WBIY) for Q3 2018, worth a combined $105M — up 144% from $43M a quarter earlier.
Fund positioning in WBIY was balanced in Q3 2018: 2 funds opened new positions, 2 closed out, 11 added to existing stakes and 3 trimmed.
The largest buyer was WBI Investments, adding an estimated $41.9M. The largest seller was Royal Bank of Canada, cutting an estimated $74.9K.
- 18 institutional investors held WBI Power Factor High Dividend ETF (WBIY) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $105M of WBI Power Factor High Dividend ETF stock for Q3 2018, up 144% quarter-over-quarter.
- 2 funds opened new WBI Power Factor High Dividend ETF positions in Q3 2018 and 2 closed out, a net change of 0 holders.
- The largest WBI Power Factor High Dividend ETF buyer in Q3 2018 was WBI Investments, an estimated $41.9M added.
- The largest WBI Power Factor High Dividend ETF seller in Q3 2018 was Royal Bank of Canada, an estimated $74.9K sold.
Based on aggregated 13F filings for Q3 2018.