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WBI Power FactorTM High Dividend ETF

23 hedge funds and large institutions have $45.4M invested in WBI Power FactorTM High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
5
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WI
1
WBI Investments
New Jersey
$27.7M -$2.69M -92,715 -9%
LPL Financial
2
LPL Financial
California
$4.08M +$320K +11,037 +9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.53M +$289K +9,949 +13%
PAG
4
Private Advisor Group
New Jersey
$1.88M -$1.42K -49 -0.1%
SWP
5
Stratos Wealth Partners
Ohio
$1.54M -$65.4K -2,256 -4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.29M -$144K -4,951 -10%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.21M +$19.5K +672 +2%
Citadel Advisors
8
Citadel Advisors
Florida
$1.13M +$1.13M +38,986 New
Morgan Stanley
9
Morgan Stanley
New York
$630K -$142K -4,905 -18%
RJA
10
Raymond James & Associates
Florida
$595K -$29K -1,000 -5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$548K -$805K -27,755 -60%
Jane Street
12
Jane Street
New York
$470K +$470K +16,197 New
SEP
13
Southland Equity Partners
Missouri
$344K -$133K -4,585 -28%
HighTower Advisors
14
HighTower Advisors
Illinois
$291K -$30.2K -1,042 -9%
HI
15
Harbour Investments
Wisconsin
$243K -$2.9K -100 -1%
AWS
16
Atria Wealth Solutions
New York
$239K -$8.93K -308 -4%
KAS
17
Kestra Advisory Services
Texas
$229K +$24.1K +832 +12%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$221K -$11.8K -406 -5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$211K -$4.79K -165 -2%
HGERS
20
Householder Group Estate & Retirement Specialist
Arizona
$52K -$16.8K -585 -24%
UBS Group
21
UBS Group
Switzerland
$22.8K +$16.1K +556 +242%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$8K
AssetMark Inc
23
AssetMark Inc
California
$4.73K +$4.73K +163 New
OMC
24
Old Mission Capital
Illinois
-$270K -8,867 Closed
SWM
25
Spire Wealth Management
Virginia
-$4.24K -139 Closed