AdvisorShares Insider Advantage ETF
SURE
29 hedge funds and large institutions have $49.9M invested in AdvisorShares Insider Advantage ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 6 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
13% more capital invested
Capital invested by funds: $44.2M → $49.9M (+$5.71M)
3% less funds holding
Funds holding: 30 → 29 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$1.93M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.39M |
| 3 |
Jane Street
New York
|
+$1.28M |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$1.2M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$864K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$815K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$640K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$573K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$484K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$304K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
26
American International Group
New York
| $123K | – | – | – |
|
27
First Manhattan
New York
| $70K | – | – | – |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| $1K | – | – | – |
|
|
29
JP Morgan Chase
New York
| – | -$815K | -14,191 | Closed |
|
|
RJA
30
Raymond James & Associates
St Petersburg,
Florida
| – | -$640K | -11,137 | Closed |
|
|
31
Envestnet Asset Management
Chicago,
Illinois
| – | -$573K | -9,983 | Closed |
|
|
32
HighTower Advisors
Chicago,
Illinois
| – | -$304K | -5,300 | Closed |
|
33
Koshinski Asset Management
Decatur,
Illinois
| – | -$215K | -3,750 | Closed |
|
|
CCA
34
Catalyst Capital Advisors
Huntington,
New York
| – | -$50K | -870 | Closed |
|
SURE Hedge Fund Activity: Q2 2015 in Review
29 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q2 2015, worth a combined $49.9M — up 13% from $44.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SURE and 5 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 12 added.
The largest buyer was Pacific Financial Group, opening a new position worth an estimated $1.93M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $815K sold.
- 29 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q2 2015, down from 30 in Q1 2015.
- Funds reported $49.9M of AdvisorShares Insider Advantage ETF stock for Q2 2015, up 13% quarter-over-quarter.
- 5 funds opened new AdvisorShares Insider Advantage ETF positions in Q2 2015 and 6 closed out, a net change of -1 holder.
- The largest AdvisorShares Insider Advantage ETF buyer in Q2 2015 was Pacific Financial Group, an estimated $1.93M added.
- The largest AdvisorShares Insider Advantage ETF seller in Q2 2015 was JP Morgan Chase, an estimated $815K sold.
Based on aggregated 13F filings for Q2 2015.