AdvisorShares Active Bear ETF
HDGE
39 hedge funds and large institutions have $32.4M invested in AdvisorShares Active Bear ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 8 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
1.73% less ownership
Funds ownership: 25.95% → 24.22% (-1.7%)
5% less funds holding
Funds holding: 41 → 39 (-2)
25% less capital inflows, than outflows
Capital inflows: $5.15M | Capital outflows: $6.86M
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Private Advisor Group
Morristown,
New Jersey
|
+$2.55M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.05M |
| 3 |
Harborview Advisors
Portland,
Maine
|
+$413K |
| 4 |
V Wealth Advisors
Overland Park,
Kansas
|
+$281K |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$212K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.8M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.43M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.18M |
| 4 |
Hilltop Holdings
Dallas,
Texas
|
-$866K |
| 5 |
Jane Street
New York
|
-$373K |
HDGE Hedge Fund Activity: Q2 2018 in Review
39 of the 4,386 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Active Bear ETF (HDGE) for Q2 2018, worth a combined $32.4M — down 10% from $36M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of HDGE and 6 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 12 added.
The largest buyer was Private Advisor Group, adding an estimated $2.55M. The largest seller was Morgan Stanley, cutting an estimated $1.8M.
- 39 institutional investors held AdvisorShares Active Bear ETF (HDGE) as of Q2 2018, down from 41 in Q1 2018.
- Funds reported $32.4M of AdvisorShares Active Bear ETF stock for Q2 2018, down 10% quarter-over-quarter.
- 6 funds opened new AdvisorShares Active Bear ETF positions in Q2 2018 and 8 closed out, a net change of -2 holders.
- The largest AdvisorShares Active Bear ETF buyer in Q2 2018 was Private Advisor Group, an estimated $2.55M added.
- The largest AdvisorShares Active Bear ETF seller in Q2 2018 was Morgan Stanley, an estimated $1.8M sold.
Based on aggregated 13F filings for Q2 2018.