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AdvisorShares Ranger Equity Bear ETF
HDGE

37 hedge funds and large institutions have $57.3M invested in AdvisorShares Ranger Equity Bear ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

16% more funds holding

Funds holding: 32 → 37 (+5)

2.57% less ownership

Funds ownership: 50.88% → 48.31% (-2.6%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

12% less capital invested

Capital invested by funds: $65.3M → $57.3M (-$8.07M)

Holders
37
Holders Change
+5
Holders Change %
+15.63%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
9
Reduced
10
Closed
6
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
-$58K

Top Buyers

1
IFG
Independent Financial Group
California
+$1.95M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.62M
3
RJA
Raymond James & Associates
Florida
+$1.47M
4
WWA
WCG Wealth Advisors
Nevada
+$1.44M
5
LPL Financial
LPL Financial
California
+$819K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.43M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.65M
3
NA
NewEdge Advisors
Louisiana
-$1.64M
4
VWA
V Wealth Advisors
Kansas
-$1.5M
5
Marshall Wace
Marshall Wace
United Kingdom
-$697K
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$37.5K +$34.9K +1,602 New
OIA
27
Optimum Investment Advisors
Illinois
$18.7K – – –
GRP
28
Global Retirement Partners
California
$13.9K +$12.5K +575 New
SPIA
29
Steward Partners Investment Advisory
New York
$11.4K – – –
CG
30
Cutler Group
California
$11K +$10.9K +500 New
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.36K – – –
Wells Fargo
32
Wells Fargo
California
$8.88K +$8.25K +379 New
Simplex Trading
33
Simplex Trading
Illinois
$8K +$7.51K +345 New
HT
34
Headlands Technologies
Illinois
$2.25K +$2.09K +96 New
AA
35
AlphaMark Advisors
Kentucky
$1K – – –
TRCT
36
Tower Research Capital (TRC)
New York
$281 +$65 +3 +33%
NA
37
NewEdge Advisors
Louisiana
$117 -$1.64M -75,306 -100%
HNB
38
Huntington National Bank
Ohio
$3 – – –
VWA
39
V Wealth Advisors
Kansas
– -$1.5M -66,431 Closed
Marshall Wace
40
Marshall Wace
United Kingdom
– -$697K -30,842 Closed
Truist Financial
41
Truist Financial
North Carolina
– -$245K -10,831 Closed
KWA
42
Kingswood Wealth Advisors
California
– -$233K -10,303 Closed
PWM
43
Perigon Wealth Management
California
– -$226K -10,000 Closed
FWA
44
Freedom Wealth Alliance
Wisconsin
– -$206K -9,866 Closed
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HDGE Hedge Fund Activity: Q3 2023 in Review

37 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Ranger Equity Bear ETF (HDGE) for Q3 2023, worth a combined $57.3M — down 12% from $65.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HDGE positions and 6 closed out — a net gain of 5 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Independent Financial Group, opening a new position worth an estimated $1.95M. The largest seller was Morgan Stanley, cutting an estimated $9.43M.

  • 37 institutional investors held AdvisorShares Ranger Equity Bear ETF (HDGE) as of Q3 2023, up from 32 in Q2 2023.
  • Funds reported $57.3M of AdvisorShares Ranger Equity Bear ETF stock for Q3 2023, down 12% quarter-over-quarter.
  • 11 funds opened new AdvisorShares Ranger Equity Bear ETF positions in Q3 2023 and 6 closed out, a net change of +5 holders.
  • The largest AdvisorShares Ranger Equity Bear ETF buyer in Q3 2023 was Independent Financial Group, an estimated $1.95M added.
  • The largest AdvisorShares Ranger Equity Bear ETF seller in Q3 2023 was Morgan Stanley, an estimated $9.43M sold.

Based on aggregated 13F filings for Q3 2023.