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AdvisorShares Ranger Equity Bear ETF

37 hedge funds and large institutions have $57.3M invested in AdvisorShares Ranger Equity Bear ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

16% more funds holding

Funds holding: 3237 (+5)

2.57% less ownership

Funds ownership: 50.88%48.31% (-2.6%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

12% less capital invested

Capital invested by funds: $65.3M → $57.3M (-$8.07M)

Holders
37
Holders Change
+5
Holders Change %
+15.63%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
9
Reduced
10
Closed
6
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
-$58K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23.7M -$9.43M -432,932 -30%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$4.57M +$1.62M +74,385 +62%
LPL Financial
3
LPL Financial
California
$4.32M +$819K +37,620 +26%
UBS Group
4
UBS Group
Switzerland
$2.92M +$302K +13,883 +13%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$2.8M -$17.4K -800 -0.7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.38M -$549K -25,220 -20%
HighTower Advisors
7
HighTower Advisors
Illinois
$2.21M -$159K -7,315 -7%
IFG
8
Independent Financial Group
California
$2.1M +$1.95M +89,525 New
RJA
9
Raymond James & Associates
Florida
$1.96M +$1.47M +67,615 +425%
WP
10
WealthSource Partners
California
$1.77M +$9.23K +424 +0.6%
WWA
11
WCG Wealth Advisors
Nevada
$1.54M +$1.44M +65,952 New
VCWA
12
Vanguard Capital Wealth Advisors
Colorado
$1.15M -$131K -6,000 -11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.01M -$630K -28,917 -40%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$804K -$20.3K -933 -3%
AWA
15
Arkadios Wealth Advisors
Georgia
$596K
National Bank of Canada
16
National Bank of Canada
Quebec, Canada
$559K +$5.03K +231 +1%
Osaic Holdings
17
Osaic Holdings
Arizona
$534K -$2.65M -121,697 -84%
MML Investors Services
18
MML Investors Services
Massachusetts
$511K +$52.5K +2,410 +12%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$394K +$367K +16,832 New
Brown Advisory
20
Brown Advisory
Maryland
$340K
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$332K
Walleye Capital
22
Walleye Capital
New York
$253K +$235K +10,793 New
SWP
23
Stratos Wealth Partners
Ohio
$216K +$200K +9,200 New
EWA
24
EverSource Wealth Advisors
Alabama
$88.5K +$5.05K +232 +7%
CSPIA
25
Cary Street Partners Investment Advisory
Virginia
$71.5K -$9.69K -445 -13%

HDGE Hedge Fund Activity: Q3 2023 in Review

37 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Ranger Equity Bear ETF (HDGE) for Q3 2023, worth a combined $57.3M — down 12% from $65.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HDGE positions and 6 closed out — a net gain of 5 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Independent Financial Group, opening a new position worth an estimated $1.95M. The largest seller was Morgan Stanley, cutting an estimated $9.43M.

  • 37 institutional investors held AdvisorShares Ranger Equity Bear ETF (HDGE) as of Q3 2023, up from 32 in Q2 2023.
  • Funds reported $57.3M of AdvisorShares Ranger Equity Bear ETF stock for Q3 2023, down 12% quarter-over-quarter.
  • 11 funds opened new AdvisorShares Ranger Equity Bear ETF positions in Q3 2023 and 6 closed out, a net change of +5 holders.
  • The largest AdvisorShares Ranger Equity Bear ETF buyer in Q3 2023 was Independent Financial Group, an estimated $1.95M added.
  • The largest AdvisorShares Ranger Equity Bear ETF seller in Q3 2023 was Morgan Stanley, an estimated $9.43M sold.

Based on aggregated 13F filings for Q3 2023.