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MINC

AdvisorShares Newfleet Multi-Sector Income ETF

Delisted

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

42 hedge funds and large institutions have $24.5M invested in AdvisorShares Newfleet Multi-Sector Income ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

24% more funds holding

Funds holding: 3442 (+8)

6% more capital invested

Capital invested by funds: $23.1M → $24.5M (+$1.39M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
42
Holders Change
+8
Holders Change %
+23.53%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
8
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
26
Global Financial Private Capital
Florida
$197K -$20K -412 -9%
IA
27
IFP Advisors
Florida
$154K -$418K -8,610 -73%
Morgan Stanley
28
Morgan Stanley
New York
$136K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$125K -$7.96K -164 -6%
GI
30
Gradient Investments
Minnesota
$121K
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$62K +$48.9K +1,008 +375%
NFG
32
Next Financial Group
Texas
$48K +$47.8K +985 New
GWMIA
33
Global Wealth Management Investment Advisory
Florida
$35K
LAS
34
Lloyd Advisory Services
Georgia
$28K +$28.1K +578 New
TWA
35
TCI Wealth Advisors
Arizona
$21K +$21.1K +434 New
BWL
36
Bogart Wealth LLC
Virginia
$17K
UBS Group
37
UBS Group
Switzerland
$16K +$15.7K +324 New
Citigroup
38
Citigroup
New York
$12K
Wells Fargo
39
Wells Fargo
California
$11K
SFA
40
Semmax Financial Advisors
North Carolina
$5K
SFS
41
Sowell Financial Services
Arkansas
$1K +$680 +14 New
CFGS
42
Concourse Financial Group Securities
Alabama
$1K +$1.02K +21 New
FIM
43
Freedom Investment Management
Connecticut
-$725K -14,951 Closed
WAP
44
Wealthcare Advisory Partners
Pennsylvania
-$109K -2,251 Closed
FGAM
45
Financial Gravity Asset Management
Texas
-$62K -1,268 Closed
AIC
46
Ameritas Investment Company
Nebraska
-$15K -300 Closed
GWM
47
Geneos Wealth Management
Colorado
-$1K -30 Closed

MINC Hedge Fund Activity: Q4 2019 in Review

42 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Newfleet Multi-Sector Income ETF (MINC) for Q4 2019, worth a combined $24.5M — up 6% from $23.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MINC positions and 5 closed out — a net gain of 9 holders — while 8 added to existing stakes and 11 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $586K. The largest seller was Advocacy Wealth Management Services, cutting an estimated $1.37M.

  • 42 institutional investors held AdvisorShares Newfleet Multi-Sector Income ETF (MINC) as of Q4 2019, up from 34 in Q3 2019.
  • Funds reported $24.5M of AdvisorShares Newfleet Multi-Sector Income ETF stock for Q4 2019, up 6% quarter-over-quarter.
  • 14 funds opened new AdvisorShares Newfleet Multi-Sector Income ETF positions in Q4 2019 and 5 closed out, a net change of +9 holders.
  • The largest AdvisorShares Newfleet Multi-Sector Income ETF buyer in Q4 2019 was AE Wealth Management, an estimated $586K added.
  • The largest AdvisorShares Newfleet Multi-Sector Income ETF seller in Q4 2019 was Advocacy Wealth Management Services, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2019.