WBIY icon

WBI Power FactorTM High Dividend ETF

24 hedge funds and large institutions have $64.2M invested in WBI Power FactorTM High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+2
Holders Change %
+9.09%
% 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
4
Increased
8
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WI
1
WBI Investments
New Jersey
$40.9M -$355K -13,335 -0.9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.38M -$253K -9,514 -5%
LPL Financial
3
LPL Financial
California
$3.53M -$121K -4,557 -3%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.25M -$228K -8,576 -7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.67M -$35.9K -1,347 -2%
PAG
6
Private Advisor Group
New Jersey
$1.58M +$30.5K +1,146 +2%
CAN
7
Cetera Advisor Networks
California
$1.44M +$53.8K +2,019 +4%
SWP
8
Stratos Wealth Partners
Ohio
$985K -$163K -6,103 -14%
Jane Street
9
Jane Street
New York
$834K +$315K +11,820 +61%
Morgan Stanley
10
Morgan Stanley
New York
$822K -$29.3K -1,100 -3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$765K +$765K +28,740 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$590K +$26.8K +1,007 +5%
SEP
13
Southland Equity Partners
Missouri
$564K +$400 +15 +0.1%
AWS
14
Atria Wealth Solutions
New York
$527K +$38.7K +1,454 +8%
RJA
15
Raymond James & Associates
Florida
$503K +$503K +18,900 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$451K -$34.5K -1,296 -7%
CA
17
Cetera Advisors
Colorado
$321K +$39.2K +1,472 +14%
HighTower Advisors
18
HighTower Advisors
Illinois
$297K
HI
19
Harbour Investments
Wisconsin
$226K
CWM
20
Cornerstone Wealth Management
Missouri
$208K +$208K +7,810 New
ADL
21
Asset Dedication LLC
California
$191K
HGERS
22
Householder Group Estate & Retirement Specialist
Arizona
$89K +$89K +3,334 New
SWM
23
Spire Wealth Management
Virginia
$3.7K
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$947 +$146 +5,490 +18%
EH
25
Equitable Holdings
New York
-$694K -26,056 Closed