SURE icon

AdvisorShares Insider Advantage ETF
SURE

Overview Fund Activity

34 hedge funds and large institutions have $33.9M invested in AdvisorShares Insider Advantage ETF in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
12
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$11.5M
2
UR
USCA RIA
Texas
$839K
3
Morgan Stanley
Morgan Stanley
New York
$3.52M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$607K
5
Stifel Financial
Stifel Financial
Missouri
$1.18M

Top Sellers

1
AI
Atria Investments
North Carolina
$0
2
UCFA
United Capital Financial Advisors
Texas
$3.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$593K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$83K
5
Jane Street
Jane Street
New York
$412K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$11.5M +$2.07M +37,442 +22%
Morgan Stanley
2
Morgan Stanley
New York
$3.52M +$716K +12,934 +26%
UCFA
3
United Capital Financial Advisors
Texas
$3.4M -$1.86M -33,584 -35%
UBS Group
4
UBS Group
Switzerland
$2.39M +$2.39M +43,192 New
MFS
5
MSI Financial Services
Massachusetts
$1.8M -$26.7K -483 -1%
BCI
6
Brinker Capital Investments
Pennsylvania
$1.33M – – –
Stifel Financial
7
Stifel Financial
Missouri
$1.18M +$354K +6,391 +43%
FAAS
8
First Allied Advisory Services
California
$979K -$295K -5,311 -23%
AA
9
Ancora Advisors
Ohio
$879K +$5.54K +100 +0.6%
UR
10
USCA RIA
Texas
$839K +$839K +15,152 New
OC
11
Oppenheimer & Co
New York
$621K +$70.5K +1,275 +13%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$607K +$457K +8,247 +305%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$593K -$1.73M -31,187 -74%
MIM
14
Miller Investment Management
Pennsylvania
$498K +$277K +5,000 +125%
BCM
15
Beck Capital Management
Texas
$457K -$39.2K -709 -8%
PAS
16
Partnervest Advisory Services
California
$418K +$54.5K +983 +15%
Jane Street
17
Jane Street
New York
$412K -$1.02M -18,485 -71%
ICAS
18
Investors Capital Advisory Services
Massachusetts
$387K -$27.6K -500 -7%
PAG
19
Private Advisor Group
New Jersey
$295K -$24.8K -448 -8%
Wells Fargo
20
Wells Fargo
California
$288K +$288K +5,203 New
HighTower Advisors
21
HighTower Advisors
Illinois
$277K – – –
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$208K +$208K +3,750 New
Citigroup
23
Citigroup
New York
$202K +$22.1K +400 +12%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$201K +$201K +3,630 New
WRM
25
Westport Resources Management
Connecticut
$169K +$8.31K +150 +5%
1
2