AdvisorShares Global Echo ETF
GIVE
GIVE was delisted on the 12th of May, 2017.
6 hedge funds and large institutions have $4.19M invested in AdvisorShares Global Echo ETF in 2013 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
3% less capital invested
Capital invested by funds: $4.32M → $4.19M (-$136K)
14% less funds holding
Funds holding: 7 → 6 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$129K |
| 2 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
+$125K |
| 3 |
Morgan Stanley
New York
|
+$120K |
| 4 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
+$2.06K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$731K |
| 2 |
SFG
SNS Financial Group
Minneapolis,
Minnesota
|
-$7.48K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $2.09M | +$120K | +2,036 | +6% |
|
|
2
JP Morgan Chase
New York
| $1.34M | +$129K | +2,183 | +11% |
|
|
BWP
3
Baldwin Wealth Partners
Marion,
Massachusetts
| $366K | +$125K | +2,125 | +54% |
|
|
SFG
4
SNS Financial Group
Minneapolis,
Minnesota
| $269K | -$7.48K | -127 | -3% |
|
5
Bank of America
Charlotte,
North Carolina
| $115K | – | – | – |
|
|
PAS
6
Partnervest Advisory Services
Santa Barbara,
California
| $5K | +$2.06K | +35 | +70% |
|
|
VKH
7
Virtu KCG Holdings
New York
| – | -$731K | -12,766 | Closed |
|
GIVE Hedge Fund Activity: Q4 2013 in Review
6 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Global Echo ETF (GIVE) for Q4 2013, worth a combined $4.19M — down 3.1% from $4.32M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of GIVE and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 4 added.
The largest buyer was JP Morgan Chase, adding an estimated $129K. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $731K sold.
- 6 institutional investors held AdvisorShares Global Echo ETF (GIVE) as of Q4 2013, down from 7 in Q3 2013.
- Funds reported $4.19M of AdvisorShares Global Echo ETF stock for Q4 2013, down 3.1% quarter-over-quarter.
- 0 funds opened new AdvisorShares Global Echo ETF positions in Q4 2013 and 1 closed out, a net change of -1 holder.
- The largest AdvisorShares Global Echo ETF buyer in Q4 2013 was JP Morgan Chase, an estimated $129K added.
- The largest AdvisorShares Global Echo ETF seller in Q4 2013 was Virtu KCG Holdings, an estimated $731K sold.
Based on aggregated 13F filings for Q4 2013.