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AdvisorShares Ranger Equity Bear ETF
HDGE

25 hedge funds and large institutions have $30.6M invested in AdvisorShares Ranger Equity Bear ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% less funds holding

Funds holding: 28 → 25 (-3)

15.57% less ownership

Funds ownership: 58.42% → 42.85% (-16%)

24% less capital invested

Capital invested by funds: $40.4M → $30.6M (-$9.83M)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.17M

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
10
Closed
4
Calls
–
Puts
$1.17M
Net Calls
-$1.17M
Net Calls Change
-$3.57M

Top Buyers

1
IFG
Independent Financial Group
California
+$995K
2
RJA
Raymond James & Associates
Florida
+$754K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$306K
4
VCWA
Vanguard Capital Wealth Advisors
Colorado
+$101K
5
Simplex Trading
Simplex Trading
Illinois
+$5.42K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.39M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.6M
3
LPL Financial
LPL Financial
California
-$458K
4
Jane Street
Jane Street
New York
-$369K
5
Walleye Capital
Walleye Capital
New York
-$297K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13M -$8.39M -419,337 -39%
IFG
2
Independent Financial Group
California
$2.33M +$995K +49,725 +72%
CIBC World Market
3
CIBC World Market
Ontario, Canada
$2.32M -$1K -50 -0%
UBS Group
4
UBS Group
Switzerland
$2.28M -$25.2K -1,259 -1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.92M +$306K +15,265 +18%
LPL Financial
6
LPL Financial
California
$1.91M -$458K -22,860 -19%
RJA
7
Raymond James & Associates
Florida
$1.65M +$754K +37,658 +81%
WWA
8
WCG Wealth Advisors
Nevada
$1.22M -$66.1K -3,302 -5%
VCWA
9
Vanguard Capital Wealth Advisors
Colorado
$958K +$101K +5,023 +11%
Goldman Sachs
10
Goldman Sachs
New York
$784K – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$520K -$103K -5,146 -16%
AWA
12
Arkadios Wealth Advisors
Georgia
$479K -$8.01K -400 -2%
MML Investors Services
13
MML Investors Services
Massachusetts
$426K -$86.2K -4,304 -17%
Osaic Holdings
14
Osaic Holdings
Arizona
$334K -$174K -8,714 -34%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$275K -$20K -1,000 -7%
EWA
16
EverSource Wealth Advisors
Alabama
$96.6K +$2.5K +125 +3%
OIA
17
Optimum Investment Advisors
Illinois
$15.7K – – –
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.86K – – –
VL
20
Vima LLC
Michigan
$6.55K – – –
Simplex Trading
21
Simplex Trading
Illinois
$5K +$5.42K +271 New
JP Morgan Chase
22
JP Morgan Chase
New York
$1.96K +$2K +100 New
TRCT
23
Tower Research Capital (TRC)
New York
$549 +$120 +6 +27%
NA
24
NewEdge Advisors
Louisiana
$108 – – –
GRP
25
Global Retirement Partners
California
$21 – – –
1
2

HDGE Hedge Fund Activity: Q1 2024 in Review

25 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Ranger Equity Bear ETF (HDGE) for Q1 2024, worth a combined $30.6M — down 24% from $40.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of HDGE and 2 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 6 added.

The largest buyer was Independent Financial Group, adding an estimated $995K. The largest seller was Morgan Stanley, cutting an estimated $8.39M.

  • 25 institutional investors held AdvisorShares Ranger Equity Bear ETF (HDGE) as of Q1 2024, down from 28 in Q4 2023.
  • Funds reported $30.6M of AdvisorShares Ranger Equity Bear ETF stock for Q1 2024, down 24% quarter-over-quarter.
  • 2 funds opened new AdvisorShares Ranger Equity Bear ETF positions in Q1 2024 and 4 closed out, a net change of -2 holders.
  • The largest AdvisorShares Ranger Equity Bear ETF buyer in Q1 2024 was Independent Financial Group, an estimated $995K added.
  • The largest AdvisorShares Ranger Equity Bear ETF seller in Q1 2024 was Morgan Stanley, an estimated $8.39M sold.

Based on aggregated 13F filings for Q1 2024.