AdvisorShares Insider Advantage ETF
SURE
24 hedge funds and large institutions have $8.4M invested in AdvisorShares Insider Advantage ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 5 closing their positions.
2.5% less ownership
Funds ownership: 19.82% → 17.32% (-2.5%)
7% less capital invested
Capital invested by funds: $9.05M → $8.4M (-$649K)
11% less funds holding
Funds holding: 27 → 24 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$309K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$223K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.54K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.04K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$702K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$488K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$239K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$126K |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$110K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
UBS Group
Zurich,
Switzerland
| – | -$126K | -1,406 | Closed |
|
|
AIC
27
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$110K | -1,229 | Closed |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| – | -$3K | -35 | Closed |
|
SURE Hedge Fund Activity: Q2 2021 in Review
24 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q2 2021, worth a combined $8.4M — down 7.2% from $9.05M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SURE and 2 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 2 added.
The largest buyer was LPL Financial, adding an estimated $309K. The largest seller was Citadel Advisors, exiting entirely with an estimated $702K sold.
- 24 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q2 2021, down from 27 in Q1 2021.
- Funds reported $8.4M of AdvisorShares Insider Advantage ETF stock for Q2 2021, down 7.2% quarter-over-quarter.
- 2 funds opened new AdvisorShares Insider Advantage ETF positions in Q2 2021 and 5 closed out, a net change of -3 holders.
- The largest AdvisorShares Insider Advantage ETF buyer in Q2 2021 was LPL Financial, an estimated $309K added.
- The largest AdvisorShares Insider Advantage ETF seller in Q2 2021 was Citadel Advisors, an estimated $702K sold.
Based on aggregated 13F filings for Q2 2021.