AdvisorShares Insider Advantage ETF
SURE
35 hedge funds and large institutions have $17.2M invested in AdvisorShares Insider Advantage ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
17% more funds holding
Funds holding: 30 → 35 (+5)
10% less capital invested
Capital invested by funds: $19.2M → $17.2M (-$1.97M)
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$120K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$107K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$71.2K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$55.3K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$50.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.01M |
| 2 |
VF
Virtu Financial
New York
|
-$1.11M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$268K |
| 4 |
MIM
Miller Investment Management
West Conshohocken,
Pennsylvania
|
-$130K |
| 5 |
SG Americas Securities
New York
|
-$114K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPI
26
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $30K | +$30.7K | +444 | New |
|
|
WIM
27
Westside Investment Management
Santa Monica,
California
| $19.4K | – | – | – |
|
|
SWM
28
SeaCrest Wealth Management
Purchase,
New York
| $13K | +$12.9K | +187 | New |
|
|
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $11.1K | – | – | – |
|
|
TCOV
30
Trust Company of Vermont
Brattleboro,
Vermont
| $9K | +$9.12K | +132 | New |
|
31
First Manhattan
New York
| $4K | – | – | – |
|
|
PCG
32
Private Capital Group
West Hartford,
Connecticut
| $1.42K | +$97K | +1,403 | New |
|
|
ASN
33
Advisory Services Network
Atlanta,
Georgia
| $1K | – | – | – |
|
|
STA
34
Summit Trail Advisors
New York
| $1K | +$622 | +9 | New |
|
|
VF
35
Virtu Financial
New York
| – | -$1.11M | -16,322 | Closed |
|
|
PAG
36
Private Advisor Group
Morristown,
New Jersey
| – | -$268K | -3,964 | Closed |
|
|
37
SG Americas Securities
New York
| – | -$114K | -1,675 | Closed |
|
SURE Hedge Fund Activity: Q4 2017 in Review
35 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q4 2017, worth a combined $17.2M — down 10% from $19.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SURE positions and 3 closed out — a net gain of 5 holders — while 8 added to existing stakes and 13 trimmed.
The largest buyer was LPL Financial, adding an estimated $120K. The largest seller was Jane Street, cutting an estimated $2.01M.
- 35 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q4 2017, up from 30 in Q3 2017.
- Funds reported $17.2M of AdvisorShares Insider Advantage ETF stock for Q4 2017, down 10% quarter-over-quarter.
- 8 funds opened new AdvisorShares Insider Advantage ETF positions in Q4 2017 and 3 closed out, a net change of +5 holders.
- The largest AdvisorShares Insider Advantage ETF buyer in Q4 2017 was LPL Financial, an estimated $120K added.
- The largest AdvisorShares Insider Advantage ETF seller in Q4 2017 was Jane Street, an estimated $2.01M sold.
Based on aggregated 13F filings for Q4 2017.