AdvisorShares Insider Advantage ETF
SURE
29 hedge funds and large institutions have $14M invested in AdvisorShares Insider Advantage ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 12 reducing their positions, and 4 closing their positions.
2% more capital invested
Capital invested by funds: $13.7M → $14M (+$269K)
0.19% more ownership
Funds ownership: 23.28% → 23.47% (+0.19%)
3% less funds holding
Funds holding: 30 → 29 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
75% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$467K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$95.7K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$8.99K |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$72 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
-$577K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$331K |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$142K |
| 4 |
Jane Street
New York
|
-$100K |
| 5 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$86.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Bank of America
Charlotte,
North Carolina
| $9K | +$8.99K | +125 | New |
|
|
EWM
27
EPG Wealth Management
Atlanta,
Georgia
| $8K | +$7.48K | +104 | New |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $7K | – | – | – |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| $1K | – | – | – |
|
|
AIC
30
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$142K | -1,994 | Closed |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| – | -$38.9K | -540 | Closed |
|
32
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$21K | -309 | Closed |
|
|
PB
33
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$14K | -195 | Closed |
|
SURE Hedge Fund Activity: Q4 2019 in Review
29 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q4 2019, worth a combined $14M — up 2% from $13.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SURE and 3 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 3 added.
The largest buyer was Private Advisor Group, adding an estimated $467K. The largest seller was Private Capital Group, cutting an estimated $577K.
- 29 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q4 2019, down from 30 in Q3 2019.
- Funds reported $14M of AdvisorShares Insider Advantage ETF stock for Q4 2019, up 2% quarter-over-quarter.
- 3 funds opened new AdvisorShares Insider Advantage ETF positions in Q4 2019 and 4 closed out, a net change of -1 holder.
- The largest AdvisorShares Insider Advantage ETF buyer in Q4 2019 was Private Advisor Group, an estimated $467K added.
- The largest AdvisorShares Insider Advantage ETF seller in Q4 2019 was Private Capital Group, an estimated $577K sold.
Based on aggregated 13F filings for Q4 2019.