Janney Montgomery Scott
HDGE icon

Janney Montgomery Scott’s AdvisorShares Ranger Equity Bear ETF HDGE Stock Holding History

Janney Montgomery Scott’s Portfolio HDGE Stock Details HDGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-194,999
Closed -$4.57M – 2688
2023
Q3 		$4.57M Buy
194,999
+74,385
+62% +$1.62M 0.02% 703
2023
Q2 		$2.73M Buy
120,614
+69,938
+138% +$1.76M 0.01% 934
2023
Q1 		$1.29M Sell
50,676
-26,580
-34% -$671K 0.01% 1185
2022
Q4 		$2.22M Buy
+77,256
New +$2.22M 0.01% 979
2022
Q3 		– Sell
-224,497
Closed -$6.94M – 2539
2022
Q2 		$6.94M Buy
224,497
+10,443
+5% +$298K 0.03% 482
2022
Q1 		$5.23M Buy
+214,054
New +$5.4M 0.02% 589
2021
Q1 		– Sell
-5,246
Closed -$159K – 2303
2020
Q4 		$159K Sell
5,246
-75,440
-93% -$2.79M ﹤0.01% 2127
2020
Q3 		$3.62M Sell
80,686
-4,375
-5% -$199K 0.02% 587
2020
Q2 		$4.13M Buy
85,061
+37,128
+77% +$2.09M 0.03% 511
2020
Q1 		$3.32M Buy
47,933
+21,507
+81% +$1.24M 0.03% 516
2019
Q4 		$1.42M Sell
26,426
-100,483
-79% -$6.06M 0.01% 921
2019
Q3 		$8.35M Buy
126,909
+36,727
+41% +$2.45M 0.06% 321
2019
Q2 		$5.75M Buy
90,182
+32,989
+58% +$2.18M 0.04% 385
2019
Q1 		$3.92M Buy
57,193
+5,823
+11% +$425K 0.03% 477
2018
Q4 		$4.33M Buy
+51,370
New +$4.11M 0.04% 400
2018
Q3 		– Sell
-1,927
Closed -$150K – 2090
2018
Q2 		$150K Sell
1,927
-17,675
-90% -$1.43M ﹤0.01% 1905
2018
Q1 		$1.62M Buy
19,602
+18,031
+1,148% +$1.42M 0.02% 754
2017
Q4 		$123K Sell
1,571
-670
-30% -$54.9K ﹤0.01% 1875
2017
Q3 		$189K Sell
2,241
-15,349
-87% -$1.32M ﹤0.01% 1719
2017
Q2 		$1.51M Sell
17,590
-18,542
-51% -$1.63M 0.02% 683
2017
Q1 		$3.18M Buy
36,132
+17,157
+90% +$1.54M 0.04% 401
2016
Q4 		$1.75M Sell
18,975
-6,601
-26% -$628K 0.03% 542
2016
Q3 		$2.46M Buy
+25,576
New +$2.5M 0.04% 387
2015
Q4 		– Sell
-4,290
Closed -$490K – 1402
2015
Q3 		$490K Buy
+4,290
New +$480K 0.01% 848
2013
Q4 		– Sell
-6,398
Closed -$918K – 2026
2013
Q3 		$918K Buy
+6,398
New +$964K 0.03% 684

Other funds holding HDGE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott's HDGE Position: Q4 2023 in Review

Janney Montgomery Scott sold out of AdvisorShares Ranger Equity Bear ETF (HDGE) in Q4 2023, closing a stake of 194,999 shares — an estimated $4.57M sold.

Janney Montgomery Scott first reported a position in HDGE in Q3 2013 and held it in 25 quarters. The position peaked at $8.35M in Q3 2019. 28 funds tracked by Wall St. Rank hold HDGE as of Q4 2023.

  • Janney Montgomery Scott reported no remaining AdvisorShares Ranger Equity Bear ETF position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 194,999 AdvisorShares Ranger Equity Bear ETF shares in Q4 2023, an estimated $4.57M.
  • Janney Montgomery Scott first reported a position in AdvisorShares Ranger Equity Bear ETF in Q3 2013 and held it in 25 quarters.
  • Janney Montgomery Scott's AdvisorShares Ranger Equity Bear ETF position peaked at $8.35M in Q3 2019.
  • 28 funds tracked by Wall St. Rank held AdvisorShares Ranger Equity Bear ETF as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.