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MINC

AdvisorShares Newfleet Multi-Sector Income ETF

Delisted

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

32 hedge funds and large institutions have $47.4M invested in AdvisorShares Newfleet Multi-Sector Income ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more capital invested

Capital invested by funds: $15.9M → $47.4M (+$31.6M)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 3132 (+1)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$12.1M +$12.1M +247,957 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.7M +$11.7M +239,695 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.79M +$4.81M +98,292 New
AWM
4
AE Wealth Management
Kansas
$4.64M -$285K -5,820 -6%
SAM
5
Stringer Asset Management
Tennessee
$2.66M +$2.67M +54,538 New
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$1.65M +$1.66M +33,951 New
JWCA
7
J.W. Cole Advisors
Florida
$1.2M -$4.36K -89 -0.4%
LPL Financial
8
LPL Financial
California
$1.16M -$22.3K -455 -2%
TLFA
9
True Link Financial Advisors
California
$1.1M
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.09M +$20K +409 +2%
PAG
11
Private Advisor Group
New Jersey
$956K +$961K +19,629 New
HPC
12
Hobart Private Capital
North Carolina
$781K -$16K -327 -2%
Jane Street
13
Jane Street
New York
$769K +$228K +4,650 +42%
APWA
14
Atlas Private Wealth Advisors
New Jersey
$669K +$13.4K +274 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$624K +$49.5K +1,012 +9%
BWA
16
Burt Wealth Advisors
Maryland
$324K -$6.85K -140 -2%
ECA
17
Elevated Capital Advisors
Utah
$215K -$25.8K -528 -11%
BCM
18
Brookstone Capital Management
Illinois
$214K +$215K +4,400 New
GRP
19
Global Retirement Partners
California
$174K -$28.2K -577 -14%
Morgan Stanley
20
Morgan Stanley
New York
$136K +$1.03K +21 +0.8%
CFGS
21
Concourse Financial Group Securities
Alabama
$134K +$135K +2,758 New
GI
22
Gradient Investments
Minnesota
$122K
IA
23
IFP Advisors
Florida
$103K +$72.1K +1,473 +223%
NFG
24
Next Financial Group
Texas
$102K +$49 +1 +0%
VBCG
25
Valley Brook Capital Group
Pennsylvania
$48K

MINC Hedge Fund Activity: Q1 2021 in Review

32 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Newfleet Multi-Sector Income ETF (MINC) for Q1 2021, worth a combined $47.4M — up 199% from $15.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MINC positions and 7 closed out — a net gain of 2 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $12.1M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $1.54M sold.

  • 32 institutional investors held AdvisorShares Newfleet Multi-Sector Income ETF (MINC) as of Q1 2021, up from 31 in Q4 2020.
  • Funds reported $47.4M of AdvisorShares Newfleet Multi-Sector Income ETF stock for Q1 2021, up 199% quarter-over-quarter.
  • 9 funds opened new AdvisorShares Newfleet Multi-Sector Income ETF positions in Q1 2021 and 7 closed out, a net change of +2 holders.
  • The largest AdvisorShares Newfleet Multi-Sector Income ETF buyer in Q1 2021 was Raymond James & Associates, an estimated $12.1M added.
  • The largest AdvisorShares Newfleet Multi-Sector Income ETF seller in Q1 2021 was Simplicity Solutions, an estimated $1.54M sold.

Based on aggregated 13F filings for Q1 2021.