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AdvisorShares Insider Advantage ETF

33 hedge funds and large institutions have $23M invested in AdvisorShares Insider Advantage ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

36% more capital invested

Capital invested by funds: $16.9M → $23M (+$6.09M)

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

22% more funds holding

Funds holding: 2733 (+6)

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
10
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
1
Madrona Financial Services
Washington
$4.37M +$4.36M +66,810 New
Morgan Stanley
2
Morgan Stanley
New York
$3.97M -$77.7K -1,190 -2%
HighTower Advisors
3
HighTower Advisors
Illinois
$1.6M +$155K +2,370 +11%
Jane Street
4
Jane Street
New York
$1.48M +$1.16M +17,731 +367%
LPL Financial
5
LPL Financial
California
$1.42M +$108K +1,649 +8%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.41M +$232K +3,550 +20%
AA
7
Ancora Advisors
Ohio
$1.14M
Citadel Advisors
8
Citadel Advisors
Florida
$1.12M +$1.12M +17,144 New
Wells Fargo
9
Wells Fargo
California
$633K -$76.7K -1,175 -11%
GWM
10
Geneos Wealth Management
Colorado
$620K +$614K +9,402 +9,402%
UBS Group
11
UBS Group
Switzerland
$580K -$571K -8,749 -50%
IA
12
IFP Advisors
Florida
$500K +$357K +5,458 +248%
OC
13
Oppenheimer & Co
New York
$492K +$215K +3,293 +78%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$488K +$487K +7,460 New
PAS
15
Partnervest Advisory Services
California
$470K
SI
16
SII Investments
Wisconsin
$457K -$82.3K -1,260 -15%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$430K -$5.49K -84 -1%
Stifel Financial
18
Stifel Financial
Missouri
$378K -$284K -4,350 -43%
MIM
19
Miller Investment Management
Pennsylvania
$364K +$8.16K +125 +2%
Citigroup
20
Citigroup
New York
$276K +$1.76K +27 +0.6%
PAG
21
Private Advisor Group
New Jersey
$234K +$237K +3,625 New
AG
22
Advisor Group
Arizona
$171K +$15.8K +242 +10%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$145K -$151K -2,315 -51%
SG Americas Securities
24
SG Americas Securities
New York
$109K
PB
25
Pinnacle Bancorp
Nebraska
$29K +$29.4K +450 New

SURE Hedge Fund Activity: Q1 2017 in Review

33 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q1 2017, worth a combined $23M — up 36% from $16.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SURE positions and 2 closed out — a net gain of 7 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Madrona Financial Services, opening a new position worth an estimated $4.36M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $588K sold.

  • 33 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q1 2017, up from 27 in Q4 2016.
  • Funds reported $23M of AdvisorShares Insider Advantage ETF stock for Q1 2017, up 36% quarter-over-quarter.
  • 9 funds opened new AdvisorShares Insider Advantage ETF positions in Q1 2017 and 2 closed out, a net change of +7 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q1 2017 was Madrona Financial Services, an estimated $4.36M added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q1 2017 was Virtu KCG Holdings, an estimated $588K sold.

Based on aggregated 13F filings for Q1 2017.