AdvisorShares Insider Advantage ETF
SURE
30 hedge funds and large institutions have $44.2M invested in AdvisorShares Insider Advantage ETF in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 5 closing their positions.
240% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 5
30% more capital invested
Capital invested by funds: $33.9M → $44.2M (+$10.3M)
12% less funds holding
Funds holding: 34 → 30 (-4)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.46M |
| 2 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$1.37M |
| 3 |
UR
USCA RIA
Houston,
Texas
|
+$1.03M |
| 4 |
Jane Street
New York
|
+$939K |
| 5 |
JP Morgan Chase
New York
|
+$800K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.33M |
| 2 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$894K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$295K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$201K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$119K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
26
American International Group
New York
| $123K | – | – | – |
|
27
First Manhattan
New York
| $70K | – | – | – |
|
|
CCA
28
Catalyst Capital Advisors
Huntington,
New York
| $50K | +$28.2K | +500 | +135% |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $33K | -$52.2K | -927 | -62% |
|
|
ASN
30
Advisory Services Network
Atlanta,
Georgia
| $1K | – | – | – |
|
|
BCI
31
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$1.33M | -24,000 | Closed |
|
|
PAG
32
Private Advisor Group
Morristown,
New Jersey
| – | -$295K | -5,331 | Closed |
|
|
33
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$201K | -3,630 | Closed |
|
|
BRWA
34
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$43 | -780 | Closed |
|
SURE Hedge Fund Activity: Q1 2015 in Review
30 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q1 2015, worth a combined $44.2M — up 30% from $33.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SURE and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 17 added.
The largest buyer was Morgan Stanley, adding an estimated $2.46M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $1.33M sold.
- 30 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q1 2015, down from 34 in Q4 2014.
- Funds reported $44.2M of AdvisorShares Insider Advantage ETF stock for Q1 2015, up 30% quarter-over-quarter.
- 2 funds opened new AdvisorShares Insider Advantage ETF positions in Q1 2015 and 5 closed out, a net change of -3 holders.
- The largest AdvisorShares Insider Advantage ETF buyer in Q1 2015 was Morgan Stanley, an estimated $2.46M added.
- The largest AdvisorShares Insider Advantage ETF seller in Q1 2015 was Brinker Capital Investments, an estimated $1.33M sold.
Based on aggregated 13F filings for Q1 2015.