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AdvisorShares Insider Advantage ETF

30 hedge funds and large institutions have $19.2M invested in AdvisorShares Insider Advantage ETF in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less capital invested

Capital invested by funds: $21.3M → $19.2M (-$2.11M)

17% less funds holding

Funds holding: 3630 (-6)

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
30
Holders Change
-6
Holders Change %
-16.67%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.54M -$248K -3,748 -7%
Jane Street
2
Jane Street
New York
$2.67M -$519K -7,831 -17%
HighTower Advisors
3
HighTower Advisors
Illinois
$1.94M +$71.1K +1,073 +4%
LPL Financial
4
LPL Financial
California
$1.2M -$40.6K -613 -3%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.18M -$84.9K -1,282 -7%
VF
6
Virtu Financial
New York
$1.11M +$1.08M +16,322 New
AA
7
Ancora Advisors
Ohio
$921K -$156K -2,360 -15%
RJA
8
Raymond James & Associates
Florida
$790K +$770K +11,632 New
GWM
9
Geneos Wealth Management
Colorado
$638K +$6.29K +95 +1%
UBS Group
10
UBS Group
Switzerland
$497K -$218K -3,293 -31%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$490K -$903K -13,640 -65%
IA
12
IFP Advisors
Florida
$486K +$19.9K +300 +4%
PAS
13
Partnervest Advisory Services
California
$478K -$9.93K -150 -2%
SI
14
SII Investments
Wisconsin
$462K -$2.98K -45 -0.7%
Wells Fargo
15
Wells Fargo
California
$458K -$1.06K -16 -0.2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$433K -$12.6K -190 -3%
MIM
17
Miller Investment Management
Pennsylvania
$379K
Stifel Financial
18
Stifel Financial
Missouri
$352K -$72.9K -1,100 -18%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$331K +$119K +1,800 +58%
PAG
20
Private Advisor Group
New Jersey
$268K +$15.6K +236 +6%
Citigroup
21
Citigroup
New York
$214K -$57.1K -862 -21%
SG Americas Securities
22
SG Americas Securities
New York
$114K
SFSIG
23
San Francisco Sentry Investment Group
California
$85K +$3.97K +60 +5%
AG
24
Advisor Group
Arizona
$72K -$86.1K -1,300 -55%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$56K -$84.8K -1,280 -61%

SURE Hedge Fund Activity: Q3 2017 in Review

30 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q3 2017, worth a combined $19.2M — down 9.9% from $21.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SURE and 2 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 6 added.

The largest buyer was Virtu Financial, opening a new position worth an estimated $1.08M. The largest seller was Susquehanna International Group, cutting an estimated $903K.

  • 30 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q3 2017, down from 36 in Q2 2017.
  • Funds reported $19.2M of AdvisorShares Insider Advantage ETF stock for Q3 2017, down 9.9% quarter-over-quarter.
  • 2 funds opened new AdvisorShares Insider Advantage ETF positions in Q3 2017 and 7 closed out, a net change of -5 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q3 2017 was Virtu Financial, an estimated $1.08M added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q3 2017 was Susquehanna International Group, an estimated $903K sold.

Based on aggregated 13F filings for Q3 2017.