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AdvisorShares Insider Advantage ETF
SURE

23 hedge funds and large institutions have $8.52M invested in AdvisorShares Insider Advantage ETF in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $8.62M → $8.52M (-$95.5K)

12% less funds holding

Funds holding: 26 → 23 (-3)

18.87% less ownership

Funds ownership: 39.28% → 20.41% (-19%)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 10

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
9WM
9258 Wealth Management
Ohio
+$363K
2
CAN
Cetera Advisor Networks
California
+$22.3K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$8.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$690K
3
Morgan Stanley
Morgan Stanley
New York
-$473K
4
Citadel Advisors
Citadel Advisors
Florida
-$157K
5
LPL Financial
LPL Financial
California
-$121K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
26
Arax Advisory Partners
Colorado
– -$9K -158 Closed
GWM
27
Geneos Wealth Management
Colorado
– -$5K -100 Closed
ASN
28
Advisory Services Network
Georgia
– -$1K -11 Closed
1
2

SURE Hedge Fund Activity: Q2 2020 in Review

23 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q2 2020, worth a combined $8.52M — down 1.1% from $8.62M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SURE and 2 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 0 added.

The largest buyer was 9258 Wealth Management, opening a new position worth an estimated $363K. The largest seller was Osaic Holdings, cutting an estimated $8.6M.

  • 23 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q2 2020, down from 26 in Q1 2020.
  • Funds reported $8.52M of AdvisorShares Insider Advantage ETF stock for Q2 2020, down 1.1% quarter-over-quarter.
  • 2 funds opened new AdvisorShares Insider Advantage ETF positions in Q2 2020 and 5 closed out, a net change of -3 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q2 2020 was 9258 Wealth Management, an estimated $363K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q2 2020 was Osaic Holdings, an estimated $8.6M sold.

Based on aggregated 13F filings for Q2 2020.