WBI Power Factor High Dividend ETF
WBIY
19 hedge funds and large institutions have $70.7M invested in WBI Power Factor High Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.97% less ownership
Funds ownership: 79.22% → 73.25% (-6%)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
13% less capital invested
Capital invested by funds: $81.6M → $70.7M (-$10.9M)
14% less funds holding
Funds holding: 22 → 19 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.13M |
| 2 |
Jane Street
New York
|
+$750K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$249K |
| 4 |
SIG
Sargent Investment Group
Bethesda,
Maryland
|
+$45K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$27.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.99M |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
-$2.65M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$2.57M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.38M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$703K |
WBIY Hedge Fund Activity: Q3 2019 in Review
19 of the 4,575 institutional investors tracked by Wall St. Rank reported a position in WBI Power Factor High Dividend ETF (WBIY) for Q3 2019, worth a combined $70.7M — down 13% from $81.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WBIY and 0 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 8 added.
The largest buyer was Morgan Stanley, adding an estimated $1.13M. The largest seller was LPL Financial, cutting an estimated $3.99M.
- 19 institutional investors held WBI Power Factor High Dividend ETF (WBIY) as of Q3 2019, down from 22 in Q2 2019.
- Funds reported $70.7M of WBI Power Factor High Dividend ETF stock for Q3 2019, down 13% quarter-over-quarter.
- 0 funds opened new WBI Power Factor High Dividend ETF positions in Q3 2019 and 3 closed out, a net change of -3 holders.
- The largest WBI Power Factor High Dividend ETF buyer in Q3 2019 was Morgan Stanley, an estimated $1.13M added.
- The largest WBI Power Factor High Dividend ETF seller in Q3 2019 was LPL Financial, an estimated $3.99M sold.
Based on aggregated 13F filings for Q3 2019.