AdvisorShares Insider Advantage ETF
SURE
35 hedge funds and large institutions have $17.1M invested in AdvisorShares Insider Advantage ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
3% more funds holding
Funds holding: 34 → 35 (+1)
19% less capital invested
Capital invested by funds: $21.2M → $17.1M (-$4.1M)
73% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$315K |
| 2 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$158K |
| 3 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
+$146K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$99.5K |
| 5 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
+$48K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.11M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$948K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$535K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$306K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$234K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIM
26
Westside Investment Management
Santa Monica,
California
| $18.1K | – | – | – |
|
|
SWM
27
SeaCrest Wealth Management
Purchase,
New York
| $13K | – | – | – |
|
|
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $10.5K | – | – | – |
|
29
Fifth Third Bancorp
Cincinnati,
Ohio
| $10K | +$9.6K | +140 | New |
|
30
SEI Investments
Oaks,
Pennsylvania
| $9K | -$11.3K | -165 | -57% |
|
|
TCOV
31
Trust Company of Vermont
Brattleboro,
Vermont
| $9K | – | – | – |
|
32
First Manhattan
New York
| $1K | -$3.43K | -50 | -74% |
|
|
ASN
33
Advisory Services Network
Atlanta,
Georgia
| $1K | – | – | – |
|
|
STA
34
Summit Trail Advisors
New York
| $1K | +$617 | +9 | New |
|
|
PAG
35
Private Advisor Group
Morristown,
New Jersey
| – | -$234K | -3,419 | Closed |
|
|
SFSIG
36
San Francisco Sentry Investment Group
San Francisco,
California
| – | -$93K | -1,352 | Closed |
|
|
SWP
37
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$55K | -800 | Closed |
|
SURE Hedge Fund Activity: Q2 2018 in Review
35 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q2 2018, worth a combined $17.1M — down 19% from $21.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SURE positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 15 trimmed.
The largest buyer was Virtu Financial, opening a new position worth an estimated $315K. The largest seller was Jane Street, cutting an estimated $2.11M.
- 35 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q2 2018, up from 34 in Q1 2018.
- Funds reported $17.1M of AdvisorShares Insider Advantage ETF stock for Q2 2018, down 19% quarter-over-quarter.
- 4 funds opened new AdvisorShares Insider Advantage ETF positions in Q2 2018 and 3 closed out, a net change of +1 holder.
- The largest AdvisorShares Insider Advantage ETF buyer in Q2 2018 was Virtu Financial, an estimated $315K added.
- The largest AdvisorShares Insider Advantage ETF seller in Q2 2018 was Jane Street, an estimated $2.11M sold.
Based on aggregated 13F filings for Q2 2018.