AdvisorShares Insider Advantage ETF
SURE
39 hedge funds and large institutions have $49.4M invested in AdvisorShares Insider Advantage ETF in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 4 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
7% more capital invested
Capital invested by funds: $46.1M → $49.4M (+$3.33M)
3% more funds holding
Funds holding: 38 → 39 (+1)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.68M |
| 2 |
Jane Street
New York
|
+$2.2M |
| 3 |
Morgan Stanley
New York
|
+$1.76M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.1M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$3.16M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.5M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$2.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$424K |
| 5 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$259K |
SURE Hedge Fund Activity: Q4 2015 in Review
39 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q4 2015, worth a combined $49.4M — up 7.2% from $46.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SURE positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 12 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.68M. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $3.16M sold.
- 39 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q4 2015, up from 38 in Q3 2015.
- Funds reported $49.4M of AdvisorShares Insider Advantage ETF stock for Q4 2015, up 7.2% quarter-over-quarter.
- 5 funds opened new AdvisorShares Insider Advantage ETF positions in Q4 2015 and 4 closed out, a net change of +1 holder.
- The largest AdvisorShares Insider Advantage ETF buyer in Q4 2015 was LPL Financial, an estimated $2.68M added.
- The largest AdvisorShares Insider Advantage ETF seller in Q4 2015 was United Capital Financial Advisors, an estimated $3.16M sold.
Based on aggregated 13F filings for Q4 2015.