AdvisorShares Global Echo ETF
GIVE
GIVE was delisted on the 12th of May, 2017.
7 hedge funds and large institutions have $3.68M invested in AdvisorShares Global Echo ETF in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
7% more capital invested
Capital invested by funds: $3.45M → $3.68M (+$226K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$397K |
| 2 |
SFG
SNS Financial Group
Minneapolis,
Minnesota
|
+$75.5K |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
+$63.1K |
| 4 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
+$24.6K |
| 5 |
Parallax Volatility Advisers
San Francisco,
California
|
+$62 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$270K |
| 2 |
Morgan Stanley
New York
|
-$204K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $2.26M | -$204K | -3,307 | -9% |
|
|
SFG
2
SNS Financial Group
Minneapolis,
Minnesota
| $445K | +$75.5K | +1,226 | +21% |
|
|
3
LPL Financial
San Diego,
California
| $411K | +$397K | +6,450 | New |
|
|
BWP
4
Baldwin Wealth Partners
Marion,
Massachusetts
| $320K | +$24.6K | +400 | +9% |
|
5
Bank of America
Charlotte,
North Carolina
| $176K | – | – | – |
|
|
NPC
6
National Planning Corporation
El Segundo,
California
| $63.5K | +$63.1K | +1,025 | New |
|
|
VKH
7
Virtu KCG Holdings
New York
| – | -$270K | -4,438 | Closed |
|
|
8
Parallax Volatility Advisers
San Francisco,
California
| – | +$62 | +1 | New |
|
GIVE Hedge Fund Activity: Q4 2014 in Review
7 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Global Echo ETF (GIVE) for Q4 2014, worth a combined $3.68M — up 6.6% from $3.45M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new GIVE positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $397K. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $270K sold.
- 7 institutional investors held AdvisorShares Global Echo ETF (GIVE) as of Q4 2014, up from 6 in Q3 2014.
- Funds reported $3.68M of AdvisorShares Global Echo ETF stock for Q4 2014, up 6.6% quarter-over-quarter.
- 3 funds opened new AdvisorShares Global Echo ETF positions in Q4 2014 and 1 closed out, a net change of +2 holders.
- The largest AdvisorShares Global Echo ETF buyer in Q4 2014 was LPL Financial, an estimated $397K added.
- The largest AdvisorShares Global Echo ETF seller in Q4 2014 was Virtu KCG Holdings, an estimated $270K sold.
Based on aggregated 13F filings for Q4 2014.