AdvisorShares Active Bear ETF
HDGE
44 hedge funds and large institutions have $55.7M invested in AdvisorShares Active Bear ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 14 closing their positions.
287% more capital inflows, than outflows
Capital inflows: $24.8M | Capital outflows: $6.41M
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
9.73% more ownership
Funds ownership: 31.03% → 40.76% (+9.7%)
6% less funds holding
Funds holding: 47 → 44 (-3)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16.5M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.18M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.21M |
| 4 |
Private Advisor Group
Morristown,
New Jersey
|
+$1.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$724K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$3.51M |
| 2 |
Cetera Advisors
Denver,
Colorado
|
-$703K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$633K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$269K |
| 5 |
HCR Wealth Advisors
Los Angeles,
California
|
-$209K |
HDGE Hedge Fund Activity: Q2 2019 in Review
44 of the 4,626 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Active Bear ETF (HDGE) for Q2 2019, worth a combined $55.7M — up 37% from $40.6M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of HDGE and 11 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 15 added.
The largest buyer was Morgan Stanley, adding an estimated $16.5M. The largest seller was Wells Fargo, cutting an estimated $3.51M.
- 44 institutional investors held AdvisorShares Active Bear ETF (HDGE) as of Q2 2019, down from 47 in Q1 2019.
- Funds reported $55.7M of AdvisorShares Active Bear ETF stock for Q2 2019, up 37% quarter-over-quarter.
- 11 funds opened new AdvisorShares Active Bear ETF positions in Q2 2019 and 14 closed out, a net change of -3 holders.
- The largest AdvisorShares Active Bear ETF buyer in Q2 2019 was Morgan Stanley, an estimated $16.5M added.
- The largest AdvisorShares Active Bear ETF seller in Q2 2019 was Wells Fargo, an estimated $3.51M sold.
Based on aggregated 13F filings for Q2 2019.