We are live on ! Find out more
WBIY icon

WBI Power Factor High Dividend ETF

25 hedge funds and large institutions have $54M invested in WBI Power Factor High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

9% more funds holding

Funds holding: 2325 (+2)

7% more capital invested

Capital invested by funds: $50.5M → $54M (+$3.45M)

1.92% more ownership

Funds ownership: 80.69%82.61% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
9
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WBI Investments
New Jersey
$32.2M -$386K -14,046 -1%
LPL Financial
2
LPL Financial
California
$5.59M +$305K +11,103 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.69M +$47.7K +1,739 +1%
PAG
4
Private Advisor Group
New Jersey
$2.21M +$77.6K +2,826 +4%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.04M -$104K -3,804 -5%
Morgan Stanley
6
Morgan Stanley
New York
$1.07M -$99K -3,606 -9%
SEP
7
Southland Equity Partners
Missouri
$1.02M +$16.3K +592 +2%
APA
8
American Portfolios Advisors
New York
$800K -$2.03K -74 -0.3%
SWP
9
Stratos Wealth Partners
Ohio
$784K +$250K +9,115 +48%
EH
10
Equitable Holdings
New York
$757K -$20.9K -761 -3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$501K +$225K +8,205 +85%
ARC
12
Advisor Resource Council
Texas
$448K +$439K +16,002 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$443K -$20.3K -741 -4%
NFG
14
Next Financial Group
Texas
$435K +$427K +15,548 New
HighTower Advisors
15
HighTower Advisors
Illinois
$328K -$4.31K -157 -1%
CAN
16
Cetera Advisor Networks
California
$324K -$13.7K -500 -4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$289K -$2.58K -94 -0.9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$288K +$249K +9,080 +757%
Citadel Advisors
19
Citadel Advisors
Florida
$238K +$234K +8,508 New
CWM
20
Cornerstone Wealth Management
Missouri
$217K +$1.4K +51 +0.7%
HI
21
Harbour Investments
Wisconsin
$215K -$88.6K -3,226 -30%
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$62K
UBS Group
23
UBS Group
Switzerland
$62K +$10.8K +394 +22%
TCM
24
Tradewinds Capital Management
Washington
$13K
SWM
25
Spire Wealth Management
Virginia
$4K

WBIY Hedge Fund Activity: Q4 2021 in Review

25 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in WBI Power Factor High Dividend ETF (WBIY) for Q4 2021, worth a combined $54M — up 6.8% from $50.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new WBIY positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Advisor Resource Council, opening a new position worth an estimated $439K. The largest seller was WBI Investments, cutting an estimated $386K.

  • 25 institutional investors held WBI Power Factor High Dividend ETF (WBIY) as of Q4 2021, up from 23 in Q3 2021.
  • Funds reported $54M of WBI Power Factor High Dividend ETF stock for Q4 2021, up 6.8% quarter-over-quarter.
  • 3 funds opened new WBI Power Factor High Dividend ETF positions in Q4 2021 and 1 closed out, a net change of +2 holders.
  • The largest WBI Power Factor High Dividend ETF buyer in Q4 2021 was Advisor Resource Council, an estimated $439K added.
  • The largest WBI Power Factor High Dividend ETF seller in Q4 2021 was WBI Investments, an estimated $386K sold.

Based on aggregated 13F filings for Q4 2021.