AdvisorShares Active Bear ETF
HDGE
43 hedge funds and large institutions have $38.9M invested in AdvisorShares Active Bear ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 10 closing their positions.
144% more capital inflows, than outflows
Capital inflows: $12M | Capital outflows: $4.94M
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
10% more funds holding
Funds holding: 39 → 43 (+4)
5.02% more ownership
Funds ownership: 22.8% → 27.81% (+5%)
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.11M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.85M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.39M |
| 4 |
LPL Financial
San Diego,
California
|
+$982K |
| 5 |
HCR Wealth Advisors
Los Angeles,
California
|
+$602K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
V Wealth Advisors
Overland Park,
Kansas
|
-$921K |
| 2 |
AlphaMark Advisors
Ft. Wright,
Kentucky
|
-$668K |
| 3 |
Jane Street
New York
|
-$586K |
| 4 |
Harborview Advisors
Portland,
Maine
|
-$472K |
| 5 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$418K |
HDGE Hedge Fund Activity: Q4 2018 in Review
43 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Active Bear ETF (HDGE) for Q4 2018, worth a combined $38.9M — up 41% from $27.6M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new HDGE positions and 10 closed out — a net gain of 4 holders — while 8 added to existing stakes and 13 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $4.11M. The largest seller was V Wealth Advisors, cutting an estimated $921K.
- 43 institutional investors held AdvisorShares Active Bear ETF (HDGE) as of Q4 2018, up from 39 in Q3 2018.
- Funds reported $38.9M of AdvisorShares Active Bear ETF stock for Q4 2018, up 41% quarter-over-quarter.
- 14 funds opened new AdvisorShares Active Bear ETF positions in Q4 2018 and 10 closed out, a net change of +4 holders.
- The largest AdvisorShares Active Bear ETF buyer in Q4 2018 was Janney Montgomery Scott, an estimated $4.11M added.
- The largest AdvisorShares Active Bear ETF seller in Q4 2018 was V Wealth Advisors, an estimated $921K sold.
Based on aggregated 13F filings for Q4 2018.