SURE icon

AdvisorShares Insider Advantage ETF
SURE

Overview Fund Activity

24 hedge funds and large institutions have $19.4M invested in AdvisorShares Insider Advantage ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
24
Holders Change
+6
Holders Change %
+33.33%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$7.57M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.25M
3
MFS
3
MSI Financial Services
Massachusetts
$742K
4
U
4
UBS
Switzerland
$917K
5
BCI
5
Brinker Capital Investments
Pennsylvania
$1.16M

Top Sellers

1
APCM
1
Arbiter Partners Capital Management
New York
$890K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$476K
3
BAM
3
Burnham Asset Management
New York
$0
4
Jane Street
4
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$7.57M 156,050 +35,782 +30%
AI
2
Atria Investments
North Carolina
$1.55M 31,870 +3,150 +11%
MWM
3
Merriman Wealth Management
Washington
$1.38M 28,400 – –
Morgan Stanley
4
Morgan Stanley
New York
$1.25M 25,801 +25,801 New
BCI
5
Brinker Capital Investments
Pennsylvania
$1.16M 24,000 +15,000 +167%
U
6
UBS
Switzerland
$917K 18,907 +15,125 +400%
APCM
7
Arbiter Partners Capital Management
New York
$890K 18,352 -61,648 -77%
MFS
8
MSI Financial Services
Massachusetts
$742K 15,296 +15,296 New
AA
9
Ancora Advisors
Ohio
$613K 12,635 +5,671 +81%
FAAS
10
First Allied Advisory Services
California
$593K 12,177 +12,177 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$476K 9,825 -15,215 -61%
BCM
12
Beck Capital Management
Texas
$437K 9,370 +9,370 New
OC
13
Oppenheimer & Co
New York
$396K 8,159 +8,159 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$274K 5,646 +5,646 New
ICAS
15
Investors Capital Advisory Services
Massachusetts
$266K 5,500 +5,500 New
PI
16
Placemark Investments
Illinois
$224K 4,621 +51 +1%
PAS
17
Partnervest Advisory Services
California
$183K 3,768 +1,478 +65%
BRWA
18
B. Riley Wealth Advisors
Florida
$137K 2,829 +479 +20%
AIG
19
American International Group
New York
$96.5K 1,990 +98 +5%
Citigroup
20
Citigroup
New York
$75K 1,550 +1,100 +244%
First Manhattan
21
First Manhattan
New York
$59K 1,235 – –
ASN
22
Advisory Services Network
Georgia
$47K 969 +969 New
NES
23
New England Securities
New York
$39K 800 +150 +23%
SFSIG
24
San Francisco Sentry Investment Group
California
$10K 200 – –
BAM
25
Burnham Asset Management
New York
– – -5,300 Closed
1
2