AdvisorShares Insider Advantage ETF
SURE
27 hedge funds and large institutions have $16.9M invested in AdvisorShares Insider Advantage ETF in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 3 closing their positions.
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
4% less funds holding
Funds holding: 28 → 27 (-1)
11% less capital invested
Capital invested by funds: $18.9M → $16.9M (-$1.99M)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$569K |
| 2 |
OC
Oppenheimer & Co
New York
|
+$261K |
| 3 |
Morgan Stanley
New York
|
+$169K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$118K |
| 5 |
SG Americas Securities
New York
|
+$103K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.62M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.28M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$929K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$533K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$334K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $6K | – | – | – |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.28M | -22,037 | Closed |
|
|
28
Citadel Advisors
Miami,
Florida
| – | -$929K | -15,940 | Closed |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| – | -$13K | -229 | Closed |
|
SURE Hedge Fund Activity: Q4 2016 in Review
27 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q4 2016, worth a combined $16.9M — down 11% from $18.9M a quarter earlier.
Fund positioning in SURE was balanced in Q4 2016: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 11 trimmed.
The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $569K. The largest seller was Royal Bank of Canada, cutting an estimated $1.62M.
- 27 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q4 2016, down from 28 in Q3 2016.
- Funds reported $16.9M of AdvisorShares Insider Advantage ETF stock for Q4 2016, down 11% quarter-over-quarter.
- 3 funds opened new AdvisorShares Insider Advantage ETF positions in Q4 2016 and 3 closed out, a net change of 0 holders.
- The largest AdvisorShares Insider Advantage ETF buyer in Q4 2016 was Virtu KCG Holdings, an estimated $569K added.
- The largest AdvisorShares Insider Advantage ETF seller in Q4 2016 was Royal Bank of Canada, an estimated $1.62M sold.
Based on aggregated 13F filings for Q4 2016.