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AdvisorShares Insider Advantage ETF
SURE

31 hedge funds and large institutions have $30.9M invested in AdvisorShares Insider Advantage ETF in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

33% more capital invested

Capital invested by funds: $23.2M → $30.9M (+$7.69M)

11% more funds holding

Funds holding: 28 → 31 (+3)

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NIMC
NWQ Investment Management Company
California
+$4.2M
2
LPL Financial
LPL Financial
California
+$732K
3
AI
Atria Investments
North Carolina
+$547K
4
Morgan Stanley
Morgan Stanley
New York
+$339K
5
WSCM
Wellington Shields Capital Management
New York
+$291K

Top Sellers

Rank Fund Capital Flow
1
KFS
KMS Financial Services
Washington
-$260K
2
AWA
Arete Wealth Advisors
Illinois
-$211K
3
APCM
Arbiter Partners Capital Management
New York
-$201K
4
BRWM
B. Riley Wealth Management
Tennessee
-$50K
5
BRWA
B. Riley Wealth Advisors
Florida
-$37.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$8.24M +$732K +14,575 +10%
NIMC
2
NWQ Investment Management Company
California
$4.28M +$4.2M +83,575 New
AI
3
Atria Investments
North Carolina
$2.9M +$547K +10,902 +24%
UCFA
4
United Capital Financial Advisors
Texas
$2.69M +$72.3K +1,440 +3%
Morgan Stanley
5
Morgan Stanley
New York
$2.15M +$339K +6,749 +19%
MFS
6
MSI Financial Services
Massachusetts
$1.63M +$183K +3,646 +13%
U
7
UBS
Switzerland
$1.44M +$198K +3,946 +16%
BCI
8
Brinker Capital Investments
Pennsylvania
$1.23M – – –
FAAS
9
First Allied Advisory Services
California
$1.02M +$74.4K +1,483 +8%
AA
10
Ancora Advisors
Ohio
$799K +$12.6K +250 +2%
OC
11
Oppenheimer & Co
New York
$674K +$110K +2,196 +20%
Stifel Financial
12
Stifel Financial
Missouri
$667K +$77.2K +1,537 +13%
BCM
13
Beck Capital Management
Texas
$457K -$22.8K -455 -5%
ICAS
14
Investors Capital Advisory Services
Massachusetts
$399K +$75.3K +1,500 +24%
PAS
15
Partnervest Advisory Services
California
$337K +$50.2K +1,000 +18%
WSCM
16
Wellington Shields Capital Management
New York
$297K +$291K +5,800 New
PAG
17
Private Advisor Group
New Jersey
$273K +$13.9K +277 +5%
APCM
18
Arbiter Partners Capital Management
New York
$256K -$201K -4,000 -44%
HighTower Advisors
19
HighTower Advisors
Illinois
$256K +$251K +5,000 New
MIM
20
Miller Investment Management
Pennsylvania
$205K +$201K +4,000 New
Citigroup
21
Citigroup
New York
$167K +$10K +200 +7%
WRM
22
Westport Resources Management
Connecticut
$149K +$80.3K +1,600 +123%
BRWA
23
B. Riley Wealth Advisors
Florida
$107K -$37.7K -750 -27%
AIG
24
American International Group
New York
$82K -$10K -200 -11%
NES
25
New England Securities
New York
$68K +$9.04K +180 +16%
1
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SURE Hedge Fund Activity: Q2 2014 in Review

31 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q2 2014, worth a combined $30.9M — up 33% from $23.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SURE positions and 5 closed out — a net gain of 3 holders — while 16 added to existing stakes and 4 trimmed.

The largest buyer was NWQ Investment Management Company, opening a new position worth an estimated $4.2M. The largest seller was KMS Financial Services, exiting entirely with an estimated $260K sold.

  • 31 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q2 2014, up from 28 in Q1 2014.
  • Funds reported $30.9M of AdvisorShares Insider Advantage ETF stock for Q2 2014, up 33% quarter-over-quarter.
  • 8 funds opened new AdvisorShares Insider Advantage ETF positions in Q2 2014 and 5 closed out, a net change of +3 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q2 2014 was NWQ Investment Management Company, an estimated $4.2M added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q2 2014 was KMS Financial Services, an estimated $260K sold.

Based on aggregated 13F filings for Q2 2014.