SURE icon

AdvisorShares Insider Advantage ETF
SURE

Overview Fund Activity

28 hedge funds and large institutions have $23.2M invested in AdvisorShares Insider Advantage ETF in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$2.54M
2
AI
2
Atria Investments
North Carolina
$2.27M
3
MFS
3
MSI Financial Services
Massachusetts
$1.4M
4
Stifel Financial
4
Stifel Financial
Missouri
$569K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.74M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$0
2
LPL Financial
2
LPL Financial
California
$7.26M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$0
4
APCM
4
Arbiter Partners Capital Management
New York
$447K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$7.26M 146,223 -9,827 -6%
UCFA
2
United Capital Financial Advisors
Texas
$2.54M 51,105 +51,105 New
AI
3
Atria Investments
North Carolina
$2.27M 45,768 +13,898 +44%
Morgan Stanley
4
Morgan Stanley
New York
$1.74M 35,098 +9,297 +36%
MFS
5
MSI Financial Services
Massachusetts
$1.4M 28,102 +12,806 +84%
U
6
UBS
Switzerland
$1.2M 24,072 +5,165 +27%
BCI
7
Brinker Capital Investments
Pennsylvania
$1.19M 24,000 – –
FAAS
8
First Allied Advisory Services
California
$914K 18,481 +6,304 +52%
AA
9
Ancora Advisors
Ohio
$761K 15,334 +2,699 +21%
Stifel Financial
10
Stifel Financial
Missouri
$569K 11,472 +11,472 New
OC
11
Oppenheimer & Co
New York
$544K 10,955 +2,796 +34%
BCM
12
Beck Capital Management
Texas
$468K 9,370 – –
APCM
13
Arbiter Partners Capital Management
New York
$447K 9,000 -9,352 -51%
ICAS
14
Investors Capital Advisory Services
Massachusetts
$312K 6,300 +800 +15%
PAS
15
Partnervest Advisory Services
California
$276K 5,568 +1,800 +48%
KFS
16
KMS Financial Services
Washington
$260K 5,234 +5,234 New
PAG
17
Private Advisor Group
New Jersey
$251K 5,057 +5,057 New
AWA
18
Arete Wealth Advisors
Illinois
$211K 4,243 +4,243 New
Citigroup
19
Citigroup
New York
$151K 3,052 +1,502 +97%
BRWA
20
B. Riley Wealth Advisors
Florida
$140K 2,829 – –
AIG
21
American International Group
New York
$89.3K 1,800 -190 -10%
WRM
22
Westport Resources Management
Connecticut
$65K 1,300 +1,300 New
First Manhattan
23
First Manhattan
New York
$61K 1,235 – –
NES
24
New England Securities
New York
$57K 1,150 +350 +44%
BRWM
25
B. Riley Wealth Management
Tennessee
$50K 1,000 +1,000 New
1
2