AdvisorShares Active Bear ETF
HDGE
25 hedge funds and large institutions have $29.4M invested in AdvisorShares Active Bear ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 10 closing their positions.
7% less funds holding
Funds holding: 27 → 25 (-2)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
76% less capital inflows, than outflows
Capital inflows: $3.62M | Capital outflows: $15.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WFG Advisors
Dallas,
Texas
|
+$947K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$661K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$500K |
| 4 |
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
+$467K |
| 5 |
UBS
Zurich,
Switzerland
|
+$242K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Frontier Investment Management
Dallas,
Texas
|
-$4.71M |
| 2 |
Morgan Stanley
New York
|
-$4.43M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$928K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$918K |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$909K |
HDGE Hedge Fund Activity: Q4 2013 in Review
25 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Active Bear ETF (HDGE) for Q4 2013, worth a combined $29.4M — down 35% from $44.9M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of HDGE and 8 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 6 added.
The largest buyer was WFG Advisors, adding an estimated $947K. The largest seller was Frontier Investment Management, exiting entirely with an estimated $4.71M sold.
- 25 institutional investors held AdvisorShares Active Bear ETF (HDGE) as of Q4 2013, down from 27 in Q3 2013.
- Funds reported $29.4M of AdvisorShares Active Bear ETF stock for Q4 2013, down 35% quarter-over-quarter.
- 8 funds opened new AdvisorShares Active Bear ETF positions in Q4 2013 and 10 closed out, a net change of -2 holders.
- The largest AdvisorShares Active Bear ETF buyer in Q4 2013 was WFG Advisors, an estimated $947K added.
- The largest AdvisorShares Active Bear ETF seller in Q4 2013 was Frontier Investment Management, an estimated $4.71M sold.
Based on aggregated 13F filings for Q4 2013.