AdvisorShares Insider Advantage ETF
SURE
31 hedge funds and large institutions have $34.3M invested in AdvisorShares Insider Advantage ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 7 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
11% more capital invested
Capital invested by funds: $30.9M → $34.3M (+$3.42M)
0% more funds holding
Funds holding: 31 → 31 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$2.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.17M |
| 3 |
Jane Street
New York
|
+$1.34M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.1M |
| 5 |
LPL Financial
San Diego,
California
|
+$493K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$4.28M |
| 2 |
WSCM
Wellington Shields Capital Management
New York
|
-$297K |
| 3 |
APCM
Arbiter Partners Capital Management
New York
|
-$256K |
| 4 |
OC
Oppenheimer & Co
New York
|
-$166K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$107K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NES
26
New England Securities
New York
| $72K | +$3.63K | +70 | +5% |
|
27
First Manhattan
New York
| $63K | – | – | – |
|
|
NFG
28
Next Financial Group
Houston,
Texas
| $44K | – | – | – |
|
|
SFSIG
29
San Francisco Sentry Investment Group
San Francisco,
California
| $10K | – | – | – |
|
30
Bank of America
Charlotte,
North Carolina
| $3K | +$2.8K | +54 | New |
|
|
CCA
31
Catalyst Capital Advisors
Huntington,
New York
| $2K | +$1.55K | +30 | New |
|
|
NIMC
32
NWQ Investment Management Company
Los Angeles,
California
| – | -$4.28M | -83,575 | Closed |
|
|
WSCM
33
Wellington Shields Capital Management
New York
| – | -$297K | -5,800 | Closed |
|
|
APCM
34
Arbiter Partners Capital Management
New York
| – | -$256K | -5,000 | Closed |
|
|
BRWA
35
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$107K | -2,079 | Closed |
|
36
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$26K | -500 | Closed |
|
37
Wells Fargo
San Francisco,
California
| – | -$7K | -132 | Closed |
|
38
Ameriprise
Minneapolis,
Minnesota
| – | -$5K | -100 | Closed |
|
SURE Hedge Fund Activity: Q3 2014 in Review
31 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q3 2014, worth a combined $34.3M — up 11% from $30.9M a quarter earlier.
Fund positioning in SURE was balanced in Q3 2014: 7 funds opened new positions, 7 closed out, 11 added to existing stakes and 5 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $2.2M. The largest seller was NWQ Investment Management Company, exiting entirely with an estimated $4.28M sold.
- 31 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $34.3M of AdvisorShares Insider Advantage ETF stock for Q3 2014, up 11% quarter-over-quarter.
- 7 funds opened new AdvisorShares Insider Advantage ETF positions in Q3 2014 and 7 closed out, a net change of 0 holders.
- The largest AdvisorShares Insider Advantage ETF buyer in Q3 2014 was United Capital Financial Advisors, an estimated $2.2M added.
- The largest AdvisorShares Insider Advantage ETF seller in Q3 2014 was NWQ Investment Management Company, an estimated $4.28M sold.
Based on aggregated 13F filings for Q3 2014.