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MINC

AdvisorShares Newfleet Multi-Sector Income ETF

Delisted

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

26 hedge funds and large institutions have $9.83M invested in AdvisorShares Newfleet Multi-Sector Income ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

4% less funds holding

Funds holding: 2726 (-1)

24% less capital invested

Capital invested by funds: $13M → $9.83M (-$3.12M)

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$2.31M -$400K -8,919 -15%
TLFA
2
True Link Financial Advisors
California
$1.01M
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1M +$9.42K +210 +1%
Osaic Holdings
4
Osaic Holdings
Arizona
$896K +$53.3K +1,189 +6%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$672K -$244K -5,440 -27%
LPL Financial
6
LPL Financial
California
$647K -$22.3K -497 -3%
BCI
7
Brinker Capital Investments
Pennsylvania
$593K +$291K +6,492 +96%
OPS
8
Orion Portfolio Solutions
Nebraska
$593K +$302K +6,731 +104%
RWPA
9
Richard W. Paul & Associates
Michigan
$538K -$20.9K -465 -4%
Jane Street
10
Jane Street
New York
$361K -$3M -66,970 -89%
AWM
11
Accurate Wealth Management
Florida
$299K +$291K +6,492 +4,671%
BWA
12
Burt Wealth Advisors
Maryland
$218K -$358K -7,975 -62%
GRP
13
Global Retirement Partners
California
$210K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$128K
GI
15
Gradient Investments
Minnesota
$123K
Morgan Stanley
16
Morgan Stanley
New York
$110K -$1.71K -38 -2%
SIS
17
Sound Income Strategies
Florida
$40.7K
RCM
18
Raleigh Capital Management
North Carolina
$28.3K
BCMLT
19
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.2K -$90 -2 -0.4%
BWL
20
Bogart Wealth LLC
Virginia
$9.23K
UBS Group
21
UBS Group
Switzerland
$5.51K -$74.2K -1,654 -93%
CIA
22
Cape Investment Advisory
Georgia
$4.48K +$4.49K +100 New
IA
23
IFP Advisors
Florida
$4.23K -$6.19K -138 -61%
NMG
24
New Millennium Group
Utah
$1.36K -$135 -3 -9%
HI
25
Harbour Investments
Wisconsin
$493 +$494 +11 New

MINC Hedge Fund Activity: Q1 2023 in Review

26 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Newfleet Multi-Sector Income ETF (MINC) for Q1 2023, worth a combined $9.83M — down 24% from $13M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new MINC positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 11 trimmed.

The largest buyer was Orion Portfolio Solutions, adding an estimated $302K. The largest seller was Jane Street, cutting an estimated $3M.

  • 26 institutional investors held AdvisorShares Newfleet Multi-Sector Income ETF (MINC) as of Q1 2023, down from 27 in Q4 2022.
  • Funds reported $9.83M of AdvisorShares Newfleet Multi-Sector Income ETF stock for Q1 2023, down 24% quarter-over-quarter.
  • 2 funds opened new AdvisorShares Newfleet Multi-Sector Income ETF positions in Q1 2023 and 1 closed out, a net change of +1 holder.
  • The largest AdvisorShares Newfleet Multi-Sector Income ETF buyer in Q1 2023 was Orion Portfolio Solutions, an estimated $302K added.
  • The largest AdvisorShares Newfleet Multi-Sector Income ETF seller in Q1 2023 was Jane Street, an estimated $3M sold.

Based on aggregated 13F filings for Q1 2023.