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MINC

AdvisorShares Newfleet Multi-Sector Income ETF
MINC

Delisted

MINC was delisted on the 22nd of September, 2023.

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40 hedge funds and large institutions have $101M invested in AdvisorShares Newfleet Multi-Sector Income ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

8% more funds holding

Funds holding: 37 → 40 (+3)

13% less capital invested

Capital invested by funds: $116M → $101M (-$15.1M)

65% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 20

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
6
Increased
7
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWA
Burt Wealth Advisors
Maryland
+$2.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$302K
3
PAG
Private Advisor Group
New Jersey
+$284K
4
LPL Financial
LPL Financial
California
+$230K
5
AIS
Accurate Investment Solutions
Pennsylvania
+$85.9K

Top Sellers

Rank Fund Capital Flow
1
ACM
Aviance Capital Management
Florida
-$11.1M
2
GFPC
Global Financial Private Capital
Florida
-$1.86M
3
Jane Street
Jane Street
New York
-$1.27M
4
AWM
AE Wealth Management
Kansas
-$1.03M
5
RFM
Royal Fund Management
Florida
-$461K
Name Holding Trade Value Shares
Change 		Change in
Stake
FGC
26
Financial Gravity Companies
Texas
$90K -$5.83K -121 -6%
FGAM
27
Financial Gravity Asset Management
Texas
$90K +$91.2K +1,891 New
Deutsche Bank
28
Deutsche Bank
Germany
$43K +$43.4K +900 New
Wells Fargo
29
Wells Fargo
California
$22K – – –
SIS
30
Sound Income Strategies
Florida
$15K +$15.5K +321 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$13K – – –
Citigroup
32
Citigroup
New York
$12K – – –
BWL
33
Bogart Wealth LLC
Virginia
$10K -$4.2K -87 -30%
UBS Group
34
UBS Group
Switzerland
$6K -$54.9K -1,138 -90%
IWM
35
IHT Wealth Management
Illinois
$4K – – –
CPA
36
Clear Perspective Advisors
Illinois
$1K -$3.76K -78 -77%
TFA
37
Transamerica Financial Advisors
Florida
$1K – – –
SWM
38
SeaCrest Wealth Management
New York
$1K +$48 +1 +5%
VF
39
Virtu Financial
New York
– -$391K -8,080 Closed
SPC
40
Sigma Planning Corp
Michigan
– -$254K -5,248 Closed
AFNAS
41
American Financial Network Advisory Services
California
– -$71K -1,473 Closed
SEI Investments
42
SEI Investments
Pennsylvania
– +$289 +6 New
1
2

MINC Hedge Fund Activity: Q1 2018 in Review

40 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Newfleet Multi-Sector Income ETF (MINC) for Q1 2018, worth a combined $101M — down 13% from $116M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MINC positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 20 trimmed.

The largest buyer was Burt Wealth Advisors, adding an estimated $2.6M. The largest seller was Aviance Capital Management, cutting an estimated $11.1M.

  • 40 institutional investors held AdvisorShares Newfleet Multi-Sector Income ETF (MINC) as of Q1 2018, up from 37 in Q4 2017.
  • Funds reported $101M of AdvisorShares Newfleet Multi-Sector Income ETF stock for Q1 2018, down 13% quarter-over-quarter.
  • 6 funds opened new AdvisorShares Newfleet Multi-Sector Income ETF positions in Q1 2018 and 3 closed out, a net change of +3 holders.
  • The largest AdvisorShares Newfleet Multi-Sector Income ETF buyer in Q1 2018 was Burt Wealth Advisors, an estimated $2.6M added.
  • The largest AdvisorShares Newfleet Multi-Sector Income ETF seller in Q1 2018 was Aviance Capital Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2018.