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AdvisorShares Insider Advantage ETF

39 hedge funds and large institutions have $49.4M invested in AdvisorShares Insider Advantage ETF in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

7% more capital invested

Capital invested by funds: $46.1M → $49.4M (+$3.33M)

3% more funds holding

Funds holding: 3839 (+1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
16
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$13M +$2.68M +48,150 +25%
Morgan Stanley
2
Morgan Stanley
New York
$6.41M +$1.76M +31,587 +36%
Jane Street
3
Jane Street
New York
$4.52M +$2.2M +39,608 +90%
UBS Group
4
UBS Group
Switzerland
$3.49M +$1.1M +19,836 +44%
MFS
5
MSI Financial Services
Massachusetts
$2.93M +$258K +4,644 +9%
Stifel Financial
6
Stifel Financial
Missouri
$2.41M +$381K +6,846 +18%
Citadel Advisors
7
Citadel Advisors
Florida
$1.68M +$387K +6,951 +29%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.47M +$1.09M +19,559 +254%
VFS
9
VSR Financial Services
Kansas
$1.46M +$187K +3,357 +14%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.37M +$89.6K +1,611 +7%
Wells Fargo
11
Wells Fargo
California
$1.25M -$2.5M -44,878 -66%
AA
12
Ancora Advisors
Ohio
$1.1M -$13.8K -248 -1%
MIAN
13
Mariner Independent Advisor Network
Kansas
$1.06M +$1.09M +19,540 New
FAAS
14
First Allied Advisory Services
California
$957K -$240K -4,307 -19%
WA1
15
Wimmer Associates 1
California
$657K +$676K +12,146 New
Northern Trust
16
Northern Trust
Illinois
$627K -$45.8K -823 -7%
PFG
17
Pacific Financial Group
Washington
$588K -$259K -4,658 -30%
PAS
18
Partnervest Advisory Services
California
$482K +$13.9K +250 +3%
AIG
19
American International Group
New York
$448K +$341K +6,137 +285%
WRM
20
Westport Resources Management
Connecticut
$416K -$88.6K -1,593 -17%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$414K +$298K +5,354 +232%
BCM
22
Beck Capital Management
Texas
$364K -$38.9K -699 -9%
MIM
23
Miller Investment Management
Pennsylvania
$306K -$60.6K -1,090 -16%
ICAS
24
Investors Capital Advisory Services
Massachusetts
$297K
HighTower Advisors
25
HighTower Advisors
Illinois
$290K

SURE Hedge Fund Activity: Q4 2015 in Review

39 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q4 2015, worth a combined $49.4M — up 7.2% from $46.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SURE positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.68M. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $3.16M sold.

  • 39 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q4 2015, up from 38 in Q3 2015.
  • Funds reported $49.4M of AdvisorShares Insider Advantage ETF stock for Q4 2015, up 7.2% quarter-over-quarter.
  • 5 funds opened new AdvisorShares Insider Advantage ETF positions in Q4 2015 and 4 closed out, a net change of +1 holder.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q4 2015 was LPL Financial, an estimated $2.68M added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q4 2015 was United Capital Financial Advisors, an estimated $3.16M sold.

Based on aggregated 13F filings for Q4 2015.