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WBI Power FactorTM High Dividend ETF

26 hedge funds and large institutions have $58.9M invested in WBI Power FactorTM High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
6
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WI
1
WBI Investments
New Jersey
$24.4M -$2.5M -84,664 -9%
MWM
2
Maridea Wealth Management
New York
$14M -$2.13M -72,104 -13%
LPL Financial
3
LPL Financial
California
$4.69M +$87.9K +2,979 +2%
RW
4
Rockport Wealth
Ohio
$3.32M +$2.33M +79,070 +237%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.01M -$854K -28,923 -22%
PAG
6
Private Advisor Group
New Jersey
$1.91M -$9.36K -317 -0.5%
SWP
7
Stratos Wealth Partners
Ohio
$1.86M +$45K +1,526 +2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$958K -$63K -2,133 -6%
Jane Street
9
Jane Street
New York
$929K +$319K +10,796 +52%
Morgan Stanley
10
Morgan Stanley
New York
$625K +$19.5K +661 +3%
ARC
11
Advisor Resource Council
Texas
$393K +$393K +13,305 New
Raymond James Financial
12
Raymond James Financial
Florida
$353K -$192K -6,494 -35%
SEP
13
Southland Equity Partners
Missouri
$328K -$12.1K -409 -4%
Citadel Advisors
14
Citadel Advisors
Florida
$307K +$307K +10,402 New
HighTower Advisors
15
HighTower Advisors
Illinois
$297K
Osaic Holdings
16
Osaic Holdings
Arizona
$282K -$120K -4,076 -30%
KAS
17
Kestra Advisory Services
Texas
$240K -$69.5K -2,356 -22%
AWS
18
Atria Wealth Solutions
New York
$237K -$5.96K -202 -2%
HI
19
Harbour Investments
Wisconsin
$237K
Bank of New York Mellon
20
Bank of New York Mellon
New York
$208K -$5.02K -170 -2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$206K -$199K -6,750 -49%
UBS Group
22
UBS Group
Switzerland
$49K +$49K +1,659 New
FDW
23
Fourth Dimension Wealth
Ohio
$20.7K
Fidelity Investments
24
Fidelity Investments
Massachusetts
$10K +$2.81K +95 +39%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +227 New