AdvisorShares Insider Advantage ETF
SURE
24 hedge funds and large institutions have $19.4M invested in AdvisorShares Insider Advantage ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 2 closing their positions.
450% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 2
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
35% more capital invested
Capital invested by funds: $14.4M → $19.4M (+$5M)
33% more funds holding
Funds holding: 18 → 24 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.65M |
| 2 |
Morgan Stanley
New York
|
+$1.19M |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$704K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$696K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$690K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APCM
Arbiter Partners Capital Management
New York
|
-$2.84M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$700K |
| 3 |
BAM
Burnham Asset Management
New York
|
-$232K |
| 4 |
Jane Street
New York
|
-$228K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| – | -$228K | -5,205 | Closed |
|
SURE Hedge Fund Activity: Q4 2013 in Review
24 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q4 2013, worth a combined $19.4M — up 35% from $14.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SURE positions and 2 closed out — a net gain of 6 holders — while 11 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.65M. The largest seller was Arbiter Partners Capital Management, cutting an estimated $2.84M.
- 24 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q4 2013, up from 18 in Q3 2013.
- Funds reported $19.4M of AdvisorShares Insider Advantage ETF stock for Q4 2013, up 35% quarter-over-quarter.
- 8 funds opened new AdvisorShares Insider Advantage ETF positions in Q4 2013 and 2 closed out, a net change of +6 holders.
- The largest AdvisorShares Insider Advantage ETF buyer in Q4 2013 was LPL Financial, an estimated $1.65M added.
- The largest AdvisorShares Insider Advantage ETF seller in Q4 2013 was Arbiter Partners Capital Management, an estimated $2.84M sold.
Based on aggregated 13F filings for Q4 2013.