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AdvisorShares Insider Advantage ETF

36 hedge funds and large institutions have $21.3M invested in AdvisorShares Insider Advantage ETF in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

9% more funds holding

Funds holding: 3336 (+3)

7% less capital invested

Capital invested by funds: $23M → $21.3M (-$1.65M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
8
Reduced
12
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
$3.71M -$317K -4,880 -8%
Jane Street
2
Jane Street
New York
$3.13M +$1.6M +24,622 +109%
HighTower Advisors
3
HighTower Advisors
Illinois
$1.82M +$190K +2,928 +12%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.38M +$871K +13,400 +180%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.24M -$190K -2,928 -14%
LPL Financial
6
LPL Financial
California
$1.21M -$237K -3,640 -17%
VKH
7
Virtu KCG Holdings
New York
$1.07M +$1.05M +16,166 New
AA
8
Ancora Advisors
Ohio
$1.06M -$102K -1,575 -9%
UBS Group
9
UBS Group
Switzerland
$704K +$113K +1,739 +20%
GWM
10
Geneos Wealth Management
Colorado
$617K -$12.7K -195 -2%
OC
11
Oppenheimer & Co
New York
$533K +$33.2K +510 +7%
PAS
12
Partnervest Advisory Services
California
$477K
IA
13
IFP Advisors
Florida
$455K -$52K -800 -10%
SI
14
SII Investments
Wisconsin
$453K -$9.82K -151 -2%
Wells Fargo
15
Wells Fargo
California
$449K -$190K -2,917 -30%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$436K
Stifel Financial
17
Stifel Financial
Missouri
$416K +$32.5K +500 +9%
MIM
18
Miller Investment Management
Pennsylvania
$370K
Citigroup
19
Citigroup
New York
$266K -$13.4K -206 -5%
Goldman Sachs
20
Goldman Sachs
New York
$260K +$255K +3,922 New
PAG
21
Private Advisor Group
New Jersey
$247K +$6.7K +103 +3%
MML Investors Services
22
MML Investors Services
Massachusetts
$214K +$210K +3,225 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$204K +$200K +3,083 New
AG
24
Advisor Group
Arizona
$157K -$16.1K -248 -9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$139K -$7.15K -110 -5%

SURE Hedge Fund Activity: Q2 2017 in Review

36 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q2 2017, worth a combined $21.3M — down 7.2% from $23M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SURE positions and 3 closed out — a net gain of 4 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Jane Street, adding an estimated $1.6M. The largest seller was Madrona Financial Services, exiting entirely with an estimated $4.37M sold.

  • 36 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q2 2017, up from 33 in Q1 2017.
  • Funds reported $21.3M of AdvisorShares Insider Advantage ETF stock for Q2 2017, down 7.2% quarter-over-quarter.
  • 7 funds opened new AdvisorShares Insider Advantage ETF positions in Q2 2017 and 3 closed out, a net change of +4 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q2 2017 was Jane Street, an estimated $1.6M added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q2 2017 was Madrona Financial Services, an estimated $4.37M sold.

Based on aggregated 13F filings for Q2 2017.