We are live on ! Find out more
HDGE icon

AdvisorShares Ranger Equity Bear ETF

27 hedge funds and large institutions have $23M invested in AdvisorShares Ranger Equity Bear ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more capital invested

Capital invested by funds: $15.1M → $23M (+$7.94M)

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

6.53% more ownership

Funds ownership: 25.56%32.08% (+6.5%)

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
5
Closed
6
Calls
$436K
Puts
Net Calls
+$436K
Net Calls Change
-$338K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.68M +$4.88M +195,716 +125%
UBS Group
2
UBS Group
Switzerland
$3.42M +$842K +33,755 +32%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.84M +$243K +9,755 +15%
VWA
4
V Wealth Advisors
Kansas
$1.65M -$80.7K -3,235 -5%
VCWA
5
Vanguard Capital Wealth Advisors
Colorado
$1.59M +$267K +10,700 +20%
RJA
6
Raymond James & Associates
Florida
$1.03M +$334K +13,385 +47%
Jane Street
7
Jane Street
New York
$895K +$906K +36,291 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$855K +$306K +12,271 +55%
AWA
9
Arkadios Wealth Advisors
Georgia
$757K +$766K +30,687 New
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$679K +$59.8K +2,395 +10%
CWM
11
Centric Wealth Management
Illinois
$669K
MML Investors Services
12
MML Investors Services
Massachusetts
$503K -$90.7K -3,635 -15%
LPL Financial
13
LPL Financial
California
$299K +$303K +12,141 New
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$28K
AA
15
AlphaMark Advisors
Kentucky
$26K
OIA
16
Optimum Investment Advisors
Illinois
$20K
EWA
17
EverSource Wealth Advisors
Alabama
$20K +$20K +800 New
SPIA
18
Steward Partners Investment Advisory
New York
$18K
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.2K -$7.61K -305 -30%
Osaic Holdings
20
Osaic Holdings
Arizona
$17K -$4.24K -170 -19%
CFD
21
Creative Financial Designs
Indiana
$9K
Bank of America
22
Bank of America
North Carolina
$8K +$8.11K +325 New
CFA
23
Carroll Financial Associates
North Carolina
$1K -$25.2K -1,008 -95%
GWM
24
Geneos Wealth Management
Colorado
$1K
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$1K +$1.25K +50 New

HDGE Hedge Fund Activity: Q4 2021 in Review

27 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Ranger Equity Bear ETF (HDGE) for Q4 2021, worth a combined $23M — up 53% from $15.1M a quarter earlier.

Fund positioning in HDGE was balanced in Q4 2021: 6 funds opened new positions, 6 closed out, 7 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.88M. The largest seller was Stifel Financial, exiting entirely with an estimated $731K sold.

  • 27 institutional investors held AdvisorShares Ranger Equity Bear ETF (HDGE) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $23M of AdvisorShares Ranger Equity Bear ETF stock for Q4 2021, up 53% quarter-over-quarter.
  • 6 funds opened new AdvisorShares Ranger Equity Bear ETF positions in Q4 2021 and 6 closed out, a net change of 0 holders.
  • The largest AdvisorShares Ranger Equity Bear ETF buyer in Q4 2021 was Morgan Stanley, an estimated $4.88M added.
  • The largest AdvisorShares Ranger Equity Bear ETF seller in Q4 2021 was Stifel Financial, an estimated $731K sold.

Based on aggregated 13F filings for Q4 2021.