WBI Power Factor High Dividend ETF
WBIY
23 hedge funds and large institutions have $50.5M invested in WBI Power Factor High Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 2 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
0% more funds holding
Funds holding: 23 → 23 (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: 2 | Existing positions closed: 2
4% less capital invested
Capital invested by funds: $52.8M → $50.5M (-$2.3M)
1.14% less ownership
Funds ownership: 81.83% → 80.69% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$306K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$131K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$70.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$50.1K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$27.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$369K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$273K |
| 3 |
LPL Financial
San Diego,
California
|
-$228K |
| 4 |
Jane Street
New York
|
-$207K |
| 5 |
Morgan Stanley
New York
|
-$139K |
WBIY Hedge Fund Activity: Q3 2021 in Review
23 of the 5,729 institutional investors tracked by Wall St. Rank reported a position in WBI Power Factor High Dividend ETF (WBIY) for Q3 2021, worth a combined $50.5M — down 4.4% from $52.8M a quarter earlier.
Fund positioning in WBIY was balanced in Q3 2021: 2 funds opened new positions, 2 closed out, 10 added to existing stakes and 9 trimmed.
The largest buyer was Stratos Wealth Partners, adding an estimated $306K. The largest seller was Advisor Resource Council, exiting entirely with an estimated $369K sold.
- 23 institutional investors held WBI Power Factor High Dividend ETF (WBIY) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $50.5M of WBI Power Factor High Dividend ETF stock for Q3 2021, down 4.4% quarter-over-quarter.
- 2 funds opened new WBI Power Factor High Dividend ETF positions in Q3 2021 and 2 closed out, a net change of 0 holders.
- The largest WBI Power Factor High Dividend ETF buyer in Q3 2021 was Stratos Wealth Partners, an estimated $306K added.
- The largest WBI Power Factor High Dividend ETF seller in Q3 2021 was Advisor Resource Council, an estimated $369K sold.
Based on aggregated 13F filings for Q3 2021.