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AdvisorShares Insider Advantage ETF
SURE

29 hedge funds and large institutions have $49.9M invested in AdvisorShares Insider Advantage ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

13% more capital invested

Capital invested by funds: $44.2M → $49.9M (+$5.71M)

3% less funds holding

Funds holding: 30 → 29 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PFG
Pacific Financial Group
Washington
+$1.93M
2
Wells Fargo
Wells Fargo
California
+$1.39M
3
Jane Street
Jane Street
New York
+$1.28M
4
AA
Ancora Advisors
Ohio
+$1.2M
5
Northern Trust
Northern Trust
Illinois
+$864K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$815K
2
RJA
Raymond James & Associates
Florida
-$640K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$573K
4
UCFA
United Capital Financial Advisors
Texas
-$484K
5
HighTower Advisors
HighTower Advisors
Illinois
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$12.7M +$354K +6,101 +3%
Morgan Stanley
2
Morgan Stanley
New York
$6.82M +$699K +12,063 +11%
UCFA
3
United Capital Financial Advisors
Texas
$3.43M -$484K -8,360 -12%
MFS
4
MSI Financial Services
Massachusetts
$3.19M -$62.2K -1,073 -2%
Jane Street
5
Jane Street
New York
$2.64M +$1.28M +22,122 +92%
UBS Group
6
UBS Group
Switzerland
$2.54M +$197K +3,403 +8%
Wells Fargo
7
Wells Fargo
California
$2.34M +$1.39M +24,058 +143%
Stifel Financial
8
Stifel Financial
Missouri
$2.22M +$423K +7,308 +23%
PFG
9
Pacific Financial Group
Washington
$1.9M +$1.93M +33,334 New
UR
10
USCA RIA
Texas
$1.79M -$127K -2,200 -7%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.26M +$149K +2,572 +13%
FAAS
12
First Allied Advisory Services
California
$1.2M +$16.4K +283 +1%
AA
13
Ancora Advisors
Ohio
$1.19M +$1.2M +20,767 New
OC
14
Oppenheimer & Co
New York
$1.08M +$209K +3,608 +23%
PAS
15
Partnervest Advisory Services
California
$863K -$89.8K -1,550 -9%
Northern Trust
16
Northern Trust
Illinois
$852K +$864K +14,908 New
VFS
17
VSR Financial Services
Kansas
$790K +$801K +13,830 New
WRM
18
Westport Resources Management
Connecticut
$572K +$136K +2,339 +30%
MIM
19
Miller Investment Management
Pennsylvania
$514K – – –
BCM
20
Beck Capital Management
Texas
$462K -$7.65K -132 -2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$373K +$346K +5,968 +1,042%
ICAS
22
Investors Capital Advisory Services
Massachusetts
$314K – – –
NPC
23
National Planning Corporation
California
$264K +$11.8K +203 +5%
Citigroup
24
Citigroup
New York
$244K – – –
ICOA
25
Investment Centers of America
North Dakota
$233K +$235K +4,057 New
1
2

SURE Hedge Fund Activity: Q2 2015 in Review

29 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q2 2015, worth a combined $49.9M — up 13% from $44.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SURE and 5 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 12 added.

The largest buyer was Pacific Financial Group, opening a new position worth an estimated $1.93M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $815K sold.

  • 29 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q2 2015, down from 30 in Q1 2015.
  • Funds reported $49.9M of AdvisorShares Insider Advantage ETF stock for Q2 2015, up 13% quarter-over-quarter.
  • 5 funds opened new AdvisorShares Insider Advantage ETF positions in Q2 2015 and 6 closed out, a net change of -1 holder.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q2 2015 was Pacific Financial Group, an estimated $1.93M added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q2 2015 was JP Morgan Chase, an estimated $815K sold.

Based on aggregated 13F filings for Q2 2015.