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AdvisorShares Insider Advantage ETF
SURE

30 hedge funds and large institutions have $13.7M invested in AdvisorShares Insider Advantage ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

1.22% more ownership

Funds ownership: 22.06% → 23.28% (+1.2%)

2% more capital invested

Capital invested by funds: $13.5M → $13.7M (+$240K)

0% more funds holding

Funds holding: 30 → 30 (0)

78% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 9

Holders
30
Holders Change
–
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
2
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.82M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$726K
3
AIC
Ameritas Investment Company
Nebraska
+$138K
4
PA
Parallel Advisors
California
+$31.2K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.19M
2
PCG
Private Capital Group
Connecticut
-$688K
3
LPL Financial
LPL Financial
California
-$432K
4
RJA
Raymond James & Associates
Florida
-$374K
5
Jane Street
Jane Street
New York
-$159K
Name Holding Trade Value Shares
Change 		Change in
Stake
PB
26
Pinnacle Bancorp
Nebraska
$14K – – –
AAP
27
Arax Advisory Partners
Colorado
$11K – – –
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.8K – – –
GWM
29
Geneos Wealth Management
Colorado
$6K – – –
ASN
30
Advisory Services Network
Georgia
$1K – – –
RJA
31
Raymond James & Associates
Florida
– -$374K -5,500 Closed
SMFS
32
Squar Milner Financial Services
California
– -$33K -477 Closed
1
2

SURE Hedge Fund Activity: Q3 2019 in Review

30 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q3 2019, worth a combined $13.7M — up 1.8% from $13.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SURE positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 9 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.82M. The largest seller was Citadel Advisors, cutting an estimated $1.19M.

  • 30 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $13.7M of AdvisorShares Insider Advantage ETF stock for Q3 2019, up 1.8% quarter-over-quarter.
  • 4 funds opened new AdvisorShares Insider Advantage ETF positions in Q3 2019 and 3 closed out, a net change of +1 holder.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q3 2019 was Royal Bank of Canada, an estimated $1.82M added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q3 2019 was Citadel Advisors, an estimated $1.19M sold.

Based on aggregated 13F filings for Q3 2019.