StoneX Group
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StoneX Group’s AdvisorShares Active Bear ETF HDGE Stock Holding History

StoneX Group’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
Q1 		– Sell
-84,679
Closed -$2.43M – 756
2022
Q4 		$2.43M Sell
84,679
-478
-0.6% -$13.7K 0.29% 62
2022
Q3 		$2.58M Buy
85,157
+54,359
+177% +$1.54M 0.35% 52
2022
Q2 		$987K Buy
30,798
+8,828
+40% +$252K 0.12% 165
2022
Q1 		$537K Buy
+21,970
New +$554K 0.04% 339

Other funds holding HDGE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WealthSource Partners
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

StoneX Group's HDGE Position: Q1 2023 in Review

StoneX Group sold out of AdvisorShares Active Bear ETF (HDGE) in Q1 2023, closing a stake of 84,679 shares — an estimated $2.43M sold.

StoneX Group first reported a position in HDGE in Q1 2022 and held it in 4 quarters. The position peaked at $2.58M in Q3 2022. 37 funds tracked by Wall St. Rank hold HDGE as of Q1 2023.

  • StoneX Group reported no remaining AdvisorShares Active Bear ETF position as of Q1 2023 after selling out during the quarter.
  • StoneX Group sold 84,679 AdvisorShares Active Bear ETF shares in Q1 2023, an estimated $2.43M.
  • StoneX Group first reported a position in AdvisorShares Active Bear ETF in Q1 2022 and held it in 4 quarters.
  • StoneX Group's AdvisorShares Active Bear ETF position peaked at $2.58M in Q3 2022.
  • 37 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q1 2023.

Based on StoneX Group's 13F filing for Q1 2023, filed 11 May 2023.