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WBI Power FactorTM High Dividend ETF
WBIY

Overview Fund Activity

24 hedge funds and large institutions have $62.5M invested in WBI Power FactorTM High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
–
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
5
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
Rockport Wealth
Ohio
$992K
2
LPL Financial
LPL Financial
California
$4.64M
3
SWP
Stratos Wealth Partners
Ohio
$1.83M
4
KAS
Kestra Advisory Services
Texas
$312K
5
PAG
Private Advisor Group
New Jersey
$1.94M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$406K
2
Jane Street
Jane Street
New York
$615K
3
WI
WBI Investments
New Jersey
$27.1M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$409K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
1
WBI Investments
New Jersey
$27.1M -$596K -20,028 -2%
MWM
2
Maridea Wealth Management
New York
$16.3M +$16.3M +547,975 New
LPL Financial
3
LPL Financial
California
$4.64M +$257K +8,648 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.89M -$194K -6,504 -5%
PAG
5
Private Advisor Group
New Jersey
$1.94M +$14.6K +490 +0.8%
SWP
6
Stratos Wealth Partners
Ohio
$1.83M +$148K +4,959 +9%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.03M -$216K -7,273 -17%
RW
8
Rockport Wealth
Ohio
$992K +$992K +33,332 New
Jane Street
9
Jane Street
New York
$615K -$617K -20,740 -50%
Morgan Stanley
10
Morgan Stanley
New York
$610K -$36.5K -1,225 -6%
Raymond James Financial
11
Raymond James Financial
Florida
$550K +$550K +18,470 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$409K -$390K -13,113 -49%
Osaic Holdings
13
Osaic Holdings
Arizona
$406K -$726K -24,407 -64%
SEP
14
Southland Equity Partners
Missouri
$342K -$6.67K -224 -2%
KAS
15
Kestra Advisory Services
Texas
$312K +$76.8K +2,581 +33%
HighTower Advisors
16
HighTower Advisors
Illinois
$299K – – –
AWS
17
Atria Wealth Solutions
New York
$245K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$244K +$7.95K +267 +3%
HI
19
Harbour Investments
Wisconsin
$239K -$10.4K -350 -4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$215K -$1.73K -58 -0.8%
PFS
21
Prospera Financial Services
Texas
$211K – – –
FDW
22
Fourth Dimension Wealth
Ohio
$20.8K +$20.8K +700 New
Fidelity Investments
23
Fidelity Investments
Massachusetts
$7.25K -$951 -32 -12%
AssetMark Inc
24
AssetMark Inc
California
$4.85K – – –
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
– -$207K -6,593 Closed
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