AdvisorShares Insider Advantage ETF
SURE
34 hedge funds and large institutions have $33.9M invested in AdvisorShares Insider Advantage ETF in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
10% more funds holding
Funds holding: 31 → 34 (+3)
1% less capital invested
Capital invested by funds: $34.3M → $33.9M (-$396K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2M |
| 2 |
UR
USCA RIA
Houston,
Texas
|
+$810K |
| 3 |
Morgan Stanley
New York
|
+$692K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$441K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$342K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.92M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.67M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.05M |
| 5 |
Jane Street
New York
|
-$989K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NPC
26
National Planning Corporation
El Segundo,
California
| $131K | +$128K | +2,399 | New |
|
|
AIG
27
American International Group
New York
| $119K | +$18.7K | +350 | +19% |
|
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $83K | -$1.05M | -19,652 | -93% |
|
|
NES
29
New England Securities
New York
| $69K | -$8.02K | -150 | -11% |
|
30
First Manhattan
New York
| $68K | – | – | – |
|
|
CCA
31
Catalyst Capital Advisors
Huntington,
New York
| $20K | +$18.2K | +340 | +1,133% |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| $1K | +$535 | +10 | New |
|
|
BRWA
33
B. Riley Wealth Advisors
Boca Raton,
Florida
| $43 | +$41.7K | +780 | New |
|
|
AI
34
Atria Investments
Charlotte,
North Carolina
| – | -$2.92M | -56,354 | Closed |
|
|
NFG
35
Next Financial Group
Houston,
Texas
| – | -$44K | -850 | Closed |
|
|
SFSIG
36
San Francisco Sentry Investment Group
San Francisco,
California
| – | -$10K | -200 | Closed |
|
37
Bank of America
Charlotte,
North Carolina
| – | -$3K | -54 | Closed |
|
38
Parallax Volatility Advisers
San Francisco,
California
| – | +$53 | +1 | New |
|
SURE Hedge Fund Activity: Q4 2014 in Review
34 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q4 2014, worth a combined $33.9M — down 1.2% from $34.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SURE positions and 4 closed out — a net gain of 5 holders — while 12 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $2M. The largest seller was Atria Investments, exiting entirely with an estimated $2.92M sold.
- 34 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q4 2014, up from 31 in Q3 2014.
- Funds reported $33.9M of AdvisorShares Insider Advantage ETF stock for Q4 2014, down 1.2% quarter-over-quarter.
- 9 funds opened new AdvisorShares Insider Advantage ETF positions in Q4 2014 and 4 closed out, a net change of +5 holders.
- The largest AdvisorShares Insider Advantage ETF buyer in Q4 2014 was LPL Financial, an estimated $2M added.
- The largest AdvisorShares Insider Advantage ETF seller in Q4 2014 was Atria Investments, an estimated $2.92M sold.
Based on aggregated 13F filings for Q4 2014.