We are live on ! Find out more
MINC

AdvisorShares Newfleet Multi-Sector Income ETF

Delisted

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

35 hedge funds and large institutions have $17.5M invested in AdvisorShares Newfleet Multi-Sector Income ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% less funds holding

Funds holding: 4235 (-7)

29% less capital invested

Capital invested by funds: $24.5M → $17.5M (-$7.01M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

72% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
35
Holders Change
-7
Holders Change %
-16.67%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
5
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
26
Global Wealth Management Investment Advisory
Florida
$16K -$17.4K -364 -51%
BWL
27
Bogart Wealth LLC
Virginia
$15K
AIC
28
Ameritas Investment Company
Nebraska
$14K +$14.4K +300 New
Citigroup
29
Citigroup
New York
$11K
AWMS
30
Advocacy Wealth Management Services
Georgia
$9K -$254K -5,302 -96%
SFA
31
Semmax Financial Advisors
North Carolina
$5K
LAS
32
Lloyd Advisory Services
Georgia
$4K -$23.4K -489 -85%
BHWM
33
Bay Harbor Wealth Management
Maryland
$3K +$3.16K +66 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1K -$122K -2,547 -99%
SFS
35
Sowell Financial Services
Arkansas
$1K
JWCA
36
J.W. Cole Advisors
Florida
-$1.43M -29,451 Closed
Barclays
37
Barclays
United Kingdom
-$1.36M -28,000 Closed
PCM
38
Price Capital Management
Louisiana
-$1.36M -28,000 Closed
CC
39
Copperleaf Capital
North Carolina
-$460K -9,500 Closed
IAA
40
Independent Advisor Alliance
North Carolina
-$325K -6,711 Closed
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
-$236K -4,881 Closed
TWA
42
TCI Wealth Advisors
Arizona
-$21K -434 Closed
UBS Group
43
UBS Group
Switzerland
-$16K -324 Closed
CFGS
44
Concourse Financial Group Securities
Alabama
-$1.01K -21 Closed

MINC Hedge Fund Activity: Q1 2020 in Review

35 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Newfleet Multi-Sector Income ETF (MINC) for Q1 2020, worth a combined $17.5M — down 29% from $24.5M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MINC and 6 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 5 added.

The largest buyer was Jane Street, adding an estimated $872K. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $1.43M sold.

  • 35 institutional investors held AdvisorShares Newfleet Multi-Sector Income ETF (MINC) as of Q1 2020, down from 42 in Q4 2019.
  • Funds reported $17.5M of AdvisorShares Newfleet Multi-Sector Income ETF stock for Q1 2020, down 29% quarter-over-quarter.
  • 6 funds opened new AdvisorShares Newfleet Multi-Sector Income ETF positions in Q1 2020 and 9 closed out, a net change of -3 holders.
  • The largest AdvisorShares Newfleet Multi-Sector Income ETF buyer in Q1 2020 was Jane Street, an estimated $872K added.
  • The largest AdvisorShares Newfleet Multi-Sector Income ETF seller in Q1 2020 was J.W. Cole Advisors, an estimated $1.43M sold.

Based on aggregated 13F filings for Q1 2020.