WBI Power Factor High Dividend ETF
WBIY
20 hedge funds and large institutions have $51.7M invested in WBI Power Factor High Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
63% more capital invested
Capital invested by funds: $31.7M → $51.7M (+$20M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
3.44% more ownership
Funds ownership: 73.64% → 77.08% (+3.4%)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$11M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.38M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.37M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$490K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$435K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
-$1.38M |
| 2 |
Jane Street
New York
|
-$679K |
| 3 |
SEP
Southland Equity Partners
Wildwood,
Missouri
|
-$139K |
| 4 |
Morgan Stanley
New York
|
-$139K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$70.9K |
WBIY Hedge Fund Activity: Q1 2021 in Review
20 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WBI Power Factor High Dividend ETF (WBIY) for Q1 2021, worth a combined $51.7M — up 63% from $31.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WBIY positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 6 trimmed.
The largest buyer was WBI Investments, adding an estimated $11M. The largest seller was ShoreHaven Wealth Partners, cutting an estimated $1.38M.
- 20 institutional investors held WBI Power Factor High Dividend ETF (WBIY) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $51.7M of WBI Power Factor High Dividend ETF stock for Q1 2021, up 63% quarter-over-quarter.
- 3 funds opened new WBI Power Factor High Dividend ETF positions in Q1 2021 and 2 closed out, a net change of +1 holder.
- The largest WBI Power Factor High Dividend ETF buyer in Q1 2021 was WBI Investments, an estimated $11M added.
- The largest WBI Power Factor High Dividend ETF seller in Q1 2021 was ShoreHaven Wealth Partners, an estimated $1.38M sold.
Based on aggregated 13F filings for Q1 2021.