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WBI Power FactorTM High Dividend ETF

24 hedge funds and large institutions have $50.7M invested in WBI Power FactorTM High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
8
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WI
1
WBI Investments
New Jersey
$31.9M +$1.85M +60,746 +6%
LPL Financial
2
LPL Financial
California
$3.95M +$548K +17,977 +16%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.35M -$401K -13,153 -15%
PAG
4
Private Advisor Group
New Jersey
$1.98M +$40.2K +1,318 +2%
SWP
5
Stratos Wealth Partners
Ohio
$1.69M +$115K +3,762 +7%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.51M +$555K +18,215 +58%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.42M +$775K +25,432 +120%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.25M -$861K -28,240 -41%
Morgan Stanley
9
Morgan Stanley
New York
$812K -$927K -30,418 -53%
RJA
10
Raymond James & Associates
Florida
$656K +$79.9K +2,620 +14%
SEP
11
Southland Equity Partners
Missouri
$501K -$26.1K -856 -5%
CAN
12
Cetera Advisor Networks
California
$497K -$16.2K -533 -3%
HighTower Advisors
13
HighTower Advisors
Illinois
$338K
OMC
14
Old Mission Capital
Illinois
$270K +$270K +8,867 New
AWS
15
Atria Wealth Solutions
New York
$261K -$27.1K -888 -9%
HI
16
Harbour Investments
Wisconsin
$258K -$9.15K -300 -3%
CA
17
Cetera Advisors
Colorado
$255K -$131K -4,287 -34%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$245K +$9.2K +302 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$227K -$12.3K -404 -5%
KAS
20
Kestra Advisory Services
Texas
$215K +$215K +7,058 New
HGERS
21
Householder Group Estate & Retirement Specialist
Arizona
$73.2K
Fidelity Investments
22
Fidelity Investments
Massachusetts
$8.41K
UBS Group
23
UBS Group
Switzerland
$7.01K -$33.3K -1,093 -83%
SWM
24
Spire Wealth Management
Virginia
$4.24K
Jane Street
25
Jane Street
New York
-$987K -34,352 Closed