AdvisorShares Active Bear ETF
HDGE
32 hedge funds and large institutions have $65.3M invested in AdvisorShares Active Bear ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 7 closing their positions.
29% more call options, than puts
Call options by funds: $276K | Put options by funds: $214K
29% more capital inflows, than outflows
Capital inflows: $14.3M | Capital outflows: $11.1M
1.11% less ownership
Funds ownership: 51.99% → 50.88% (-1.1%)
14% less funds holding
Funds holding: 37 → 32 (-5)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.27M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.47M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.76M |
| 4 |
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.54M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$921K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$4.01M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.17M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$1.44M |
| 4 |
Raymond James & Associates
St Petersburg,
Florida
|
-$1.38M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$430K |
HDGE Hedge Fund Activity: Q2 2023 in Review
32 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Active Bear ETF (HDGE) for Q2 2023, worth a combined $65.3M — down 7% from $70.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of HDGE and 2 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 11 added.
The largest buyer was Morgan Stanley, adding an estimated $6.27M. The largest seller was Stifel Financial, exiting entirely with an estimated $4.01M sold.
- 32 institutional investors held AdvisorShares Active Bear ETF (HDGE) as of Q2 2023, down from 37 in Q1 2023.
- Funds reported $65.3M of AdvisorShares Active Bear ETF stock for Q2 2023, down 7% quarter-over-quarter.
- 2 funds opened new AdvisorShares Active Bear ETF positions in Q2 2023 and 7 closed out, a net change of -5 holders.
- The largest AdvisorShares Active Bear ETF buyer in Q2 2023 was Morgan Stanley, an estimated $6.27M added.
- The largest AdvisorShares Active Bear ETF seller in Q2 2023 was Stifel Financial, an estimated $4.01M sold.
Based on aggregated 13F filings for Q2 2023.