AdvisorShares Insider Advantage ETF
SURE
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.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
10% more funds holding
Funds holding: 31 → 34 (+3)
1% less capital invested
Capital invested by funds: $34.3M → $33.9M (-$396K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2M |
| 2 |
UR
USCA RIA
Houston,
Texas
|
+$810K |
| 3 |
Morgan Stanley
New York
|
+$692K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$441K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$342K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.92M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.67M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.05M |
| 5 |
Jane Street
New York
|
-$989K |
SURE Hedge Fund Activity: Q4 2014 in Review
34 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q4 2014, worth a combined $33.9M — down 1.2% from $34.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SURE positions and 4 closed out — a net gain of 5 holders — while 12 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $2M. The largest seller was Atria Investments, exiting entirely with an estimated $2.92M sold.
- 34 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q4 2014, up from 31 in Q3 2014.
- Funds reported $33.9M of AdvisorShares Insider Advantage ETF stock for Q4 2014, down 1.2% quarter-over-quarter.
- 9 funds opened new AdvisorShares Insider Advantage ETF positions in Q4 2014 and 4 closed out, a net change of +5 holders.
- The largest AdvisorShares Insider Advantage ETF buyer in Q4 2014 was LPL Financial, an estimated $2M added.
- The largest AdvisorShares Insider Advantage ETF seller in Q4 2014 was Atria Investments, an estimated $2.92M sold.
Based on aggregated 13F filings for Q4 2014.