WBI Power Factor High Dividend ETF
WBIY
19 hedge funds and large institutions have $64.9M invested in WBI Power Factor High Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
6% more funds holding
Funds holding: 18 → 19 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10.56% less ownership
Funds ownership: 85.68% → 75.12% (-11%)
38% less capital invested
Capital invested by funds: $105M → $64.9M (-$40.2M)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.39M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$307K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$172K |
| 4 |
Morgan Stanley
New York
|
+$128K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$52.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$12.4M |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
-$7.56M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$4.11M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.57M |
| 5 |
Jane Street
New York
|
-$1.33M |
WBIY Hedge Fund Activity: Q4 2018 in Review
19 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in WBI Power Factor High Dividend ETF (WBIY) for Q4 2018, worth a combined $64.9M — down 38% from $105M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WBIY positions and 4 closed out — a net gain of 1 holder — while 4 added to existing stakes and 9 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $3.39M. The largest seller was WBI Investments, cutting an estimated $12.4M.
- 19 institutional investors held WBI Power Factor High Dividend ETF (WBIY) as of Q4 2018, up from 18 in Q3 2018.
- Funds reported $64.9M of WBI Power Factor High Dividend ETF stock for Q4 2018, down 38% quarter-over-quarter.
- 5 funds opened new WBI Power Factor High Dividend ETF positions in Q4 2018 and 4 closed out, a net change of +1 holder.
- The largest WBI Power Factor High Dividend ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $3.39M added.
- The largest WBI Power Factor High Dividend ETF seller in Q4 2018 was WBI Investments, an estimated $12.4M sold.
Based on aggregated 13F filings for Q4 2018.