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WBI Power Factor High Dividend ETF

26 hedge funds and large institutions have $56.5M invested in WBI Power Factor High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2626 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.69% less ownership

Funds ownership: 102.4%101.71% (-0.69%)

4% less capital invested

Capital invested by funds: $58.9M → $56.5M (-$2.39M)

76% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 17

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
4
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WBI Investments
New Jersey
$24.2M -$8.37K -294 -0%
MWM
2
Maridea Wealth Management
New York
$13.6M -$319K -11,194 -2%
LPL Financial
3
LPL Financial
California
$4.33M -$310K -10,895 -7%
RW
4
Rockport Wealth
Ohio
$3.68M +$382K +13,436 +12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.81M -$165K -5,812 -6%
SWP
6
Stratos Wealth Partners
Ohio
$1.84M -$854 -30 -0%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$884K -$63.6K -2,233 -7%
Jane Street
8
Jane Street
New York
$720K -$195K -6,843 -22%
AIM
9
Advyzon Investment Management
Illinois
$629K +$612K +21,503 New
Morgan Stanley
10
Morgan Stanley
New York
$590K -$29.1K -1,021 -5%
PAG
11
Private Advisor Group
New Jersey
$531K -$1.33M -46,737 -72%
Citadel Advisors
12
Citadel Advisors
Florida
$338K +$32.7K +1,150 +11%
SEP
13
Southland Equity Partners
Missouri
$309K -$15.2K -534 -5%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$300K +$93.5K +3,284 +47%
HighTower Advisors
15
HighTower Advisors
Illinois
$294K
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$246K +$239K +8,410 New
Osaic Holdings
17
Osaic Holdings
Arizona
$235K -$44.2K -1,553 -16%
AWS
18
Atria Wealth Solutions
New York
$225K -$21.7K -761 -9%
KAS
19
Kestra Advisory Services
Texas
$223K -$14.5K -508 -6%
Raymond James Financial
20
Raymond James Financial
Florida
$213K -$133K -4,684 -39%
HI
21
Harbour Investments
Wisconsin
$210K -$24.2K -850 -11%
UBS Group
22
UBS Group
Switzerland
$122K +$71K +2,495 +150%
FDW
23
Fourth Dimension Wealth
Ohio
$20.5K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$7K
Fidelity Investments
25
Fidelity Investments
Massachusetts
$3.27K -$6.46K -227 -67%

WBIY Hedge Fund Activity: Q2 2025 in Review

26 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WBI Power Factor High Dividend ETF (WBIY) for Q2 2025, worth a combined $56.5M — down 4.1% from $58.9M a quarter earlier.

Fund positioning in WBIY was balanced in Q2 2025: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 17 trimmed.

The largest buyer was Advyzon Investment Management, opening a new position worth an estimated $612K. The largest seller was Private Advisor Group, cutting an estimated $1.33M.

  • 26 institutional investors held WBI Power Factor High Dividend ETF (WBIY) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $56.5M of WBI Power Factor High Dividend ETF stock for Q2 2025, down 4.1% quarter-over-quarter.
  • 2 funds opened new WBI Power Factor High Dividend ETF positions in Q2 2025 and 2 closed out, a net change of 0 holders.
  • The largest WBI Power Factor High Dividend ETF buyer in Q2 2025 was Advyzon Investment Management, an estimated $612K added.
  • The largest WBI Power Factor High Dividend ETF seller in Q2 2025 was Private Advisor Group, an estimated $1.33M sold.

Based on aggregated 13F filings for Q2 2025.