AdvisorShares Insider Advantage ETF
SURE
34 hedge funds and large institutions have $21.2M invested in AdvisorShares Insider Advantage ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
23% more capital invested
Capital invested by funds: $17.2M → $21.2M (+$4.01M)
3% less funds holding
Funds holding: 35 → 34 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.53M |
| 3 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
+$1.17M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$357K |
| 5 |
LPL Financial
San Diego,
California
|
+$281K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$348K |
| 2 |
Morgan Stanley
New York
|
-$148K |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$107K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$76.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$35.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $46K | +$48.5K | +679 | New |
|
27
SEI Investments
Oaks,
Pennsylvania
| $20K | +$20.8K | +291 | New |
|
|
WIM
28
Westside Investment Management
Santa Monica,
California
| $17.9K | – | – | – |
|
|
SWM
29
SeaCrest Wealth Management
Purchase,
New York
| $13K | – | – | – |
|
|
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $10.6K | – | – | – |
|
|
TCOV
31
Trust Company of Vermont
Brattleboro,
Vermont
| $9K | – | – | – |
|
32
First Manhattan
New York
| $4K | – | – | – |
|
|
ASN
33
Advisory Services Network
Atlanta,
Georgia
| $1K | – | – | – |
|
|
SI
34
SII Investments
Appleton,
Wisconsin
| – | -$475K | -6,655 | Closed |
|
|
RJFSA
35
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$348K | -4,874 | Closed |
|
|
SPI
36
Santori & Peters Inc
Canonsburg,
Pennsylvania
| – | -$30K | -444 | Closed |
|
|
STA
37
Summit Trail Advisors
New York
| – | -$1K | -9 | Closed |
|
SURE Hedge Fund Activity: Q1 2018 in Review
34 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q1 2018, worth a combined $21.2M — up 23% from $17.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SURE and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 13 added.
The largest buyer was Jane Street, adding an estimated $1.9M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $348K sold.
- 34 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q1 2018, down from 35 in Q4 2017.
- Funds reported $21.2M of AdvisorShares Insider Advantage ETF stock for Q1 2018, up 23% quarter-over-quarter.
- 3 funds opened new AdvisorShares Insider Advantage ETF positions in Q1 2018 and 4 closed out, a net change of -1 holder.
- The largest AdvisorShares Insider Advantage ETF buyer in Q1 2018 was Jane Street, an estimated $1.9M added.
- The largest AdvisorShares Insider Advantage ETF seller in Q1 2018 was Raymond James Financial Services Advisors, an estimated $348K sold.
Based on aggregated 13F filings for Q1 2018.