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AdvisorShares Insider Advantage ETF

28 hedge funds and large institutions have $18.9M invested in AdvisorShares Insider Advantage ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less funds holding

Funds holding: 3128 (-3)

27% less capital invested

Capital invested by funds: $26M → $18.9M (-$7.13M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

75% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 12

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.45M -$146K -2,528 -4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.8M -$519K -8,990 -23%
MFS
3
MSI Financial Services
Massachusetts
$1.67M -$701K -12,137 -30%
UBS Group
4
UBS Group
Switzerland
$1.53M -$238K -4,129 -14%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.28M -$682K -11,816 -35%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.23M +$230K +3,976 +23%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$1.13M -$70.6K -1,223 -6%
AA
8
Ancora Advisors
Ohio
$1.12M -$8.66K -150 -0.8%
LPL Financial
9
LPL Financial
California
$1.12M -$359K -6,209 -24%
Citadel Advisors
10
Citadel Advisors
Florida
$929K -$1.04M -17,929 -53%
Wells Fargo
11
Wells Fargo
California
$663K -$77.8K -1,348 -11%
Stifel Financial
12
Stifel Financial
Missouri
$479K +$474K +8,202 New
PAS
13
Partnervest Advisory Services
California
$462K -$31.8K -550 -6%
SI
14
SII Investments
Wisconsin
$408K +$404K +6,990 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$381K +$2.37K +41 +0.6%
MIM
16
Miller Investment Management
Pennsylvania
$370K
Jane Street
17
Jane Street
New York
$293K -$2.47M -42,701 -89%
Citigroup
18
Citigroup
New York
$244K
AG
19
Advisor Group
Arizona
$147K +$21.7K +376 +17%
IA
20
IFP Advisors
Florida
$82K
PSUF
21
People's United Financial
Connecticut
$20K
Creative Planning
22
Creative Planning
Kansas
$13K
TRCT
23
Tower Research Capital (TRC)
New York
$13K +$13.2K +229 New
NFG
24
Next Financial Group
Texas
$10K +$10.1K +175 New
First Manhattan
25
First Manhattan
New York
$9K

SURE Hedge Fund Activity: Q3 2016 in Review

28 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q3 2016, worth a combined $18.9M — down 27% from $26M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SURE and 4 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 3 added.

The largest buyer was Stifel Financial, opening a new position worth an estimated $474K. The largest seller was Jane Street, cutting an estimated $2.47M.

  • 28 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q3 2016, down from 31 in Q2 2016.
  • Funds reported $18.9M of AdvisorShares Insider Advantage ETF stock for Q3 2016, down 27% quarter-over-quarter.
  • 4 funds opened new AdvisorShares Insider Advantage ETF positions in Q3 2016 and 6 closed out, a net change of -2 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q3 2016 was Stifel Financial, an estimated $474K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q3 2016 was Jane Street, an estimated $2.47M sold.

Based on aggregated 13F filings for Q3 2016.