AdvisorShares Insider Advantage ETF
SURE
30 hedge funds and large institutions have $13.5M invested in AdvisorShares Insider Advantage ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 6 closing their positions.
10% more capital invested
Capital invested by funds: $12.3M → $13.5M (+$1.18M)
2.27% more ownership
Funds ownership: 19.79% → 22.06% (+2.3%)
6% less funds holding
Funds holding: 32 → 30 (-2)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.28M |
| 2 |
Jane Street
New York
|
+$1.13M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$747K |
| 4 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
+$662K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$398K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.73M |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$760K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$215K |
| 4 |
TSS
Two Sigma Securities
New York
|
-$209K |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$104K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDCDDQ
26
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $10.6K | – | – | – |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $6K | -$7.99K | -120 | -55% |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| $1K | – | – | – |
|
|
WIM
29
Westside Investment Management
Santa Monica,
California
| $18 | +$17.8K | +267 | New |
|
|
AIC
30
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$760K | -11,602 | Closed |
|
|
TSS
31
Two Sigma Securities
New York
| – | -$209K | -3,184 | Closed |
|
|
CA
32
Cetera Advisors
Denver,
Colorado
| – | -$64K | -973 | Closed |
|
|
SWM
33
SeaCrest Wealth Management
Purchase,
New York
| – | -$12K | -187 | Closed |
|
34
Bank of America
Charlotte,
North Carolina
| – | -$7K | -103 | Closed |
|
35
First Manhattan
New York
| – | -$1K | -18 | Closed |
|
SURE Hedge Fund Activity: Q2 2019 in Review
30 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q2 2019, worth a combined $13.5M — up 9.6% from $12.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SURE and 5 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 4 added.
The largest buyer was Citadel Advisors, adding an estimated $1.28M. The largest seller was Royal Bank of Canada, cutting an estimated $1.73M.
- 30 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q2 2019, down from 32 in Q1 2019.
- Funds reported $13.5M of AdvisorShares Insider Advantage ETF stock for Q2 2019, up 9.6% quarter-over-quarter.
- 5 funds opened new AdvisorShares Insider Advantage ETF positions in Q2 2019 and 6 closed out, a net change of -1 holder.
- The largest AdvisorShares Insider Advantage ETF buyer in Q2 2019 was Citadel Advisors, an estimated $1.28M added.
- The largest AdvisorShares Insider Advantage ETF seller in Q2 2019 was Royal Bank of Canada, an estimated $1.73M sold.
Based on aggregated 13F filings for Q2 2019.