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MINC

AdvisorShares Newfleet Multi-Sector Income ETF

Delisted

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

31 hedge funds and large institutions have $15.9M invested in AdvisorShares Newfleet Multi-Sector Income ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

11% more funds holding

Funds holding: 2831 (+3)

10% less capital invested

Capital invested by funds: $17.7M → $15.9M (-$1.84M)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$4.96M -$190K -3,885 -4%
SS
2
Simplicity Solutions
Minnesota
$1.54M +$315K +6,448 +26%
JWCA
3
J.W. Cole Advisors
Florida
$1.21M +$541K +11,086 +82%
LPL Financial
4
LPL Financial
California
$1.19M +$204K +4,187 +21%
TLFA
5
True Link Financial Advisors
California
$1.11M +$1.1M +22,606 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.08M -$3.47K -71 -0.3%
HPC
7
Hobart Private Capital
North Carolina
$803K -$41K -839 -5%
APWA
8
Atlas Private Wealth Advisors
New Jersey
$661K -$488 -10 -0.1%
Osaic Holdings
9
Osaic Holdings
Arizona
$580K +$109K +2,233 +23%
Jane Street
10
Jane Street
New York
$547K -$1.79M -36,633 -77%
BWA
11
Burt Wealth Advisors
Maryland
$333K -$53.7K -1,100 -14%
KAS
12
Kestra Advisory Services
Texas
$304K +$304K +6,223 New
FI
13
FormulaFolio Investments
Michigan
$289K +$3.08K +63 +1%
ECA
14
Elevated Capital Advisors
Utah
$242K +$195 +4 +0.1%
T
15
TRUADVICE
Florida
$237K +$235K +4,823 New
GRP
16
Global Retirement Partners
California
$204K -$46.8K -959 -19%
Morgan Stanley
17
Morgan Stanley
New York
$136K
GI
18
Gradient Investments
Minnesota
$122K
NFG
19
Next Financial Group
Texas
$103K +$8.69K +178 +9%
VBCG
20
Valley Brook Capital Group
Pennsylvania
$49K +$48.8K +1,000 New
WEC
21
Winslow Evans & Crocker
Massachusetts
$49K +$48.8K +1,000 New
UBS Group
22
UBS Group
Switzerland
$47K -$13.4K -274 -22%
IA
23
IFP Advisors
Florida
$32K
BWL
24
Bogart Wealth LLC
Virginia
$16K
AWMS
25
Advocacy Wealth Management Services
Georgia
$6K

MINC Hedge Fund Activity: Q4 2020 in Review

31 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Newfleet Multi-Sector Income ETF (MINC) for Q4 2020, worth a combined $15.9M — down 10% from $17.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MINC positions and 4 closed out — a net gain of 3 holders — while 7 added to existing stakes and 10 trimmed.

The largest buyer was J.W. Cole Advisors, adding an estimated $541K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.25M sold.

  • 31 institutional investors held AdvisorShares Newfleet Multi-Sector Income ETF (MINC) as of Q4 2020, up from 28 in Q3 2020.
  • Funds reported $15.9M of AdvisorShares Newfleet Multi-Sector Income ETF stock for Q4 2020, down 10% quarter-over-quarter.
  • 7 funds opened new AdvisorShares Newfleet Multi-Sector Income ETF positions in Q4 2020 and 4 closed out, a net change of +3 holders.
  • The largest AdvisorShares Newfleet Multi-Sector Income ETF buyer in Q4 2020 was J.W. Cole Advisors, an estimated $541K added.
  • The largest AdvisorShares Newfleet Multi-Sector Income ETF seller in Q4 2020 was Susquehanna International Group, an estimated $2.25M sold.

Based on aggregated 13F filings for Q4 2020.