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WBI Power FactorTM High Dividend ETF
WBIY

Overview Fund Activity

19 hedge funds and large institutions have $64.9M invested in WBI Power FactorTM 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.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
4
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.97M
2
Citadel Advisors
Citadel Advisors
Florida
$269K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$337K
4
Morgan Stanley
Morgan Stanley
New York
$3.5M
5
APA
American Portfolios Advisors
New York
$46K

Top Sellers

1
WI
WBI Investments
New Jersey
$33.8M
2
FA
FDx Advisors
Illinois
$0
3
AG
Advisor Group
Arizona
$5.74M
4
LPL Financial
LPL Financial
California
$15.6M
5
Jane Street
Jane Street
New York
$458K
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
1
WBI Investments
New Jersey
$33.8M -$10.9M -492,407 -24%
LPL Financial
2
LPL Financial
California
$15.6M -$2.26M -101,849 -13%
AG
3
Advisor Group
Arizona
$5.74M -$3.6M -162,599 -39%
Morgan Stanley
4
Morgan Stanley
New York
$3.5M +$112K +5,061 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.97M +$2.97M +134,150 New
Bank of New York Mellon
6
Bank of New York Mellon
New York
$828K -$201K -9,058 -19%
Jane Street
7
Jane Street
New York
$458K -$1.17M -52,823 -72%
KWM
8
Kingsview Wealth Management
Oregon
$452K -$133K -5,980 -23%
UCFA
9
United Capital Financial Advisors
Texas
$385K -$69.7K -3,145 -15%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$337K +$151K +6,824 +82%
Citadel Advisors
11
Citadel Advisors
Florida
$269K +$269K +12,155 New
SIG
12
Sargent Investment Group
Maryland
$228K +$228K +10,295 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$98K +$37K +1,671 +61%
UBS Group
14
UBS Group
Switzerland
$64K +$4.85K +220 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$53K -$81.7K -3,700 -61%
APA
16
American Portfolios Advisors
New York
$46K +$46K +2,078 New
IA
17
IFP Advisors
Florida
$38K -$8.92K -408 -19%
TCM
18
Tradewinds Capital Management
Washington
$10K – – –
NFG
19
Next Financial Group
Texas
$7K +$7K +300 New
FA
20
FDx Advisors
Illinois
– -$7.56M -280,386 Closed
HighTower Advisors
21
HighTower Advisors
Illinois
– -$514K -19,058 Closed
SWP
22
Stratos Wealth Partners
Ohio
– -$248K -9,191 Closed
RCAG
23
Rehmann Capital Advisory Group
Michigan
– -$23.7K -879 Closed