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AdvisorShares Insider Advantage ETF
SURE

18 hedge funds and large institutions have $14.4M invested in AdvisorShares Insider Advantage ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more funds holding

Funds holding: 7 → 18 (+11)

86% more capital invested

Capital invested by funds: $7.72M → $14.4M (+$6.66M)

Holders
18
Holders Change
+11
Holders Change %
+157.14%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
5
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.08M
2
AI
Atria Investments
North Carolina
+$1.25M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.09M
4
MWM
Merriman Wealth Management
Washington
+$317K
5
AA
Ancora Advisors
Ohio
+$303K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$5.34M +$2.08M +47,829 +66%
APCM
2
Arbiter Partners Capital Management
New York
$3.51M – – –
AI
3
Atria Investments
North Carolina
$1.26M +$1.25M +28,720 New
MWM
4
Merriman Wealth Management
Washington
$1.25M +$317K +7,300 +35%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.1M +$1.09M +25,040 New
BCI
6
Brinker Capital Investments
Pennsylvania
$395K – – –
AA
7
Ancora Advisors
Ohio
$305K +$303K +6,964 New
BAM
8
Burnham Asset Management
New York
$232K +$230K +5,300 New
Jane Street
9
Jane Street
New York
$228K +$226K +5,205 New
PI
10
Placemark Investments
Illinois
$200K +$199K +4,570 New
U
11
UBS
Switzerland
$165K +$164K +3,782 New
BRWA
12
B. Riley Wealth Advisors
Florida
$103K +$6.52K +150 +7%
PAS
13
Partnervest Advisory Services
California
$100K +$6.09K +140 +7%
AIG
14
American International Group
New York
$83K +$82.3K +1,892 New
First Manhattan
15
First Manhattan
New York
$54K +$53.7K +1,235 New
NES
16
New England Securities
New York
$29K +$8.7K +200 +44%
Citigroup
17
Citigroup
New York
$20K +$19.6K +450 New
SFSIG
18
San Francisco Sentry Investment Group
California
$9K +$8.7K +200 New

SURE Hedge Fund Activity: Q3 2013 in Review

18 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q3 2013, worth a combined $14.4M — up 86% from $7.72M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SURE positions and 0 closed out — a net gain of 11 holders — while 5 added to existing stakes and 0 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.08M.

  • 18 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q3 2013, up from 7 in Q2 2013.
  • Funds reported $14.4M of AdvisorShares Insider Advantage ETF stock for Q3 2013, up 86% quarter-over-quarter.
  • 11 funds opened new AdvisorShares Insider Advantage ETF positions in Q3 2013 and 0 closed out, a net change of +11 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q3 2013 was LPL Financial, an estimated $2.08M added.

Based on aggregated 13F filings for Q3 2013.