WBI Power Factor High Dividend ETF
WBIY
19 hedge funds and large institutions have $98.5M invested in WBI Power Factor High Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 5 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 2
52% more capital invested
Capital invested by funds: $64.9M → $98.5M (+$33.6M)
6.56% more ownership
Funds ownership: 75.12% → 81.68% (+6.6%)
0% more funds holding
Funds holding: 19 → 19 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$13.2M |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
+$5.12M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.48M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.08M |
| 5 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$967K |
| 2 |
Jane Street
New York
|
-$458K |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$452K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$98K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$45.7K |
WBIY Hedge Fund Activity: Q1 2019 in Review
19 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in WBI Power Factor High Dividend ETF (WBIY) for Q1 2019, worth a combined $98.5M — up 52% from $64.9M a quarter earlier.
Fund positioning in WBIY was balanced in Q1 2019: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 2 trimmed.
The largest buyer was WBI Investments, adding an estimated $13.2M. The largest seller was Morgan Stanley, cutting an estimated $967K.
- 19 institutional investors held WBI Power Factor High Dividend ETF (WBIY) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $98.5M of WBI Power Factor High Dividend ETF stock for Q1 2019, up 52% quarter-over-quarter.
- 5 funds opened new WBI Power Factor High Dividend ETF positions in Q1 2019 and 5 closed out, a net change of 0 holders.
- The largest WBI Power Factor High Dividend ETF buyer in Q1 2019 was WBI Investments, an estimated $13.2M added.
- The largest WBI Power Factor High Dividend ETF seller in Q1 2019 was Morgan Stanley, an estimated $967K sold.
Based on aggregated 13F filings for Q1 2019.