We are live on ! Find out more
SURE icon

AdvisorShares Insider Advantage ETF

27 hedge funds and large institutions have $16.9M invested in AdvisorShares Insider Advantage ETF in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

4% less funds holding

Funds holding: 2827 (-1)

11% less capital invested

Capital invested by funds: $18.9M → $16.9M (-$1.99M)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.94M +$169K +2,750 +5%
MFS
2
MSI Financial Services
Massachusetts
$1.48M -$334K -5,423 -19%
HighTower Advisors
3
HighTower Advisors
Illinois
$1.41M +$76.4K +1,241 +6%
LPL Financial
4
LPL Financial
California
$1.3M +$66.3K +1,077 +6%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.15M -$79K -1,283 -7%
UBS Group
6
UBS Group
Switzerland
$1.12M -$533K -8,653 -33%
AA
7
Ancora Advisors
Ohio
$1.11M -$107K -1,734 -9%
Wells Fargo
8
Wells Fargo
California
$690K -$31.6K -514 -5%
Stifel Financial
9
Stifel Financial
Missouri
$642K +$118K +1,913 +23%
VKH
10
Virtu KCG Holdings
New York
$588K +$569K +9,247 New
SI
11
SII Investments
Wisconsin
$525K +$77.6K +1,260 +18%
PAS
12
Partnervest Advisory Services
California
$457K -$45.3K -735 -9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$423K +$7.7K +125 +2%
MIM
14
Miller Investment Management
Pennsylvania
$346K -$55.6K -903 -14%
Jane Street
15
Jane Street
New York
$307K -$11.6K -188 -4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$288K -$1.62M -26,328 -85%
OC
17
Oppenheimer & Co
New York
$269K +$261K +4,239 New
Citigroup
18
Citigroup
New York
$266K
AG
19
Advisor Group
Arizona
$151K -$9.11K -148 -6%
IA
20
IFP Advisors
Florida
$140K +$49.3K +800 +57%
Creative Planning
21
Creative Planning
Kansas
$118K +$100K +1,624 +703%
SG Americas Securities
22
SG Americas Securities
New York
$106K +$103K +1,675 New
PSUF
23
People's United Financial
Connecticut
$22K
NFG
24
Next Financial Group
Texas
$11K
First Manhattan
25
First Manhattan
New York
$6K -$4.13K -67 -40%

SURE Hedge Fund Activity: Q4 2016 in Review

27 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q4 2016, worth a combined $16.9M — down 11% from $18.9M a quarter earlier.

Fund positioning in SURE was balanced in Q4 2016: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 11 trimmed.

The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $569K. The largest seller was Royal Bank of Canada, cutting an estimated $1.62M.

  • 27 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q4 2016, down from 28 in Q3 2016.
  • Funds reported $16.9M of AdvisorShares Insider Advantage ETF stock for Q4 2016, down 11% quarter-over-quarter.
  • 3 funds opened new AdvisorShares Insider Advantage ETF positions in Q4 2016 and 3 closed out, a net change of 0 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q4 2016 was Virtu KCG Holdings, an estimated $569K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q4 2016 was Royal Bank of Canada, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2016.