AdvisorShares Insider Advantage ETF
SURE
33 hedge funds and large institutions have $14.3M invested in AdvisorShares Insider Advantage ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 13 reducing their positions, and 5 closing their positions.
21.61% more ownership
Funds ownership: 0% → 21.61% (+22%)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
3% more funds holding
Funds holding: 32 → 33 (+1)
5% less capital invested
Capital invested by funds: $15.1M → $14.3M (-$814K)
77% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.82M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.13M |
| 3 |
Jane Street
New York
|
+$595K |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$524K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$157K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.02M |
| 2 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$586K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$396K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$247K |
| 5 |
TSS
Two Sigma Securities
New York
|
-$209K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIM
26
Westside Investment Management
Santa Monica,
California
| $15.6K | – | – | – |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $12K | -$23.9K | -370 | -63% |
|
|
SWM
28
SeaCrest Wealth Management
Purchase,
New York
| $11K | – | – | – |
|
|
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $9.07K | – | – | – |
|
|
AAP
30
Arax Advisory Partners
Denver,
Colorado
| $9K | +$129 | +2 | +1% |
|
|
ASN
31
Advisory Services Network
Atlanta,
Georgia
| $1K | – | – | – |
|
32
First Manhattan
New York
| $1K | – | – | – |
|
|
PAS
33
Partnervest Advisory Services
Santa Barbara,
California
| – | -$586K | -8,351 | Closed |
|
|
TSS
34
Two Sigma Securities
New York
| – | -$209K | -2,983 | Closed |
|
|
SWP
35
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$56K | -800 | Closed |
|
|
TCOV
36
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$9K | -132 | Closed |
|
SURE Hedge Fund Activity: Q4 2018 in Review
33 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q4 2018, worth a combined $14.3M — down 5.4% from $15.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SURE positions and 5 closed out — a net gain of 1 holder — while 3 added to existing stakes and 13 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.82M. The largest seller was Morgan Stanley, cutting an estimated $1.02M.
- 33 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q4 2018, up from 32 in Q3 2018.
- Funds reported $14.3M of AdvisorShares Insider Advantage ETF stock for Q4 2018, down 5.4% quarter-over-quarter.
- 6 funds opened new AdvisorShares Insider Advantage ETF positions in Q4 2018 and 5 closed out, a net change of +1 holder.
- The largest AdvisorShares Insider Advantage ETF buyer in Q4 2018 was Royal Bank of Canada, an estimated $1.82M added.
- The largest AdvisorShares Insider Advantage ETF seller in Q4 2018 was Morgan Stanley, an estimated $1.02M sold.
Based on aggregated 13F filings for Q4 2018.