AdvisorShares Insider Advantage ETF
SURE
27 hedge funds and large institutions have $9.05M invested in AdvisorShares Insider Advantage ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 5 closing their positions.
0% more funds holding
Funds holding: 27 → 27 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
4.84% less ownership
Funds ownership: 24.66% → 19.82% (-4.8%)
21% less capital invested
Capital invested by funds: $11.4M → $9.05M (-$2.39M)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$605K |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$105K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$91.9K |
| 4 |
LPL Financial
San Diego,
California
|
+$26.7K |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$10.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.79M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$989K |
| 3 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$713K |
| 4 |
MIM
Miller Investment Management
West Conshohocken,
Pennsylvania
|
-$297K |
| 5 |
Morgan Stanley
New York
|
-$178K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIM
26
Westside Investment Management
Santa Monica,
California
| $23 | – | – | – |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.79M | -22,408 | Closed |
|
|
HAS
28
HBW Advisory Services
Simi Valley,
California
| – | -$713K | -8,901 | Closed |
|
|
MIM
29
Miller Investment Management
West Conshohocken,
Pennsylvania
| – | -$297K | -3,702 | Closed |
|
|
CAAS
30
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$3K | -35 | Closed |
|
|
ASN
31
Advisory Services Network
Atlanta,
Georgia
| – | -$1K | -11 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | +$85 | +1 | New |
|
SURE Hedge Fund Activity: Q1 2021 in Review
27 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q1 2021, worth a combined $9.05M — down 21% from $11.4M a quarter earlier.
Fund positioning in SURE was balanced in Q1 2021: 5 funds opened new positions, 5 closed out, 4 added to existing stakes and 7 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $605K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.79M sold.
- 27 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $9.05M of AdvisorShares Insider Advantage ETF stock for Q1 2021, down 21% quarter-over-quarter.
- 5 funds opened new AdvisorShares Insider Advantage ETF positions in Q1 2021 and 5 closed out, a net change of 0 holders.
- The largest AdvisorShares Insider Advantage ETF buyer in Q1 2021 was Osaic Holdings, an estimated $605K added.
- The largest AdvisorShares Insider Advantage ETF seller in Q1 2021 was Susquehanna International Group, an estimated $1.79M sold.
Based on aggregated 13F filings for Q1 2021.