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AdvisorShares Insider Advantage ETF

35 hedge funds and large institutions have $17.2M invested in AdvisorShares Insider Advantage ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

17% more funds holding

Funds holding: 3035 (+5)

10% less capital invested

Capital invested by funds: $19.2M → $17.2M (-$1.97M)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
13
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
$3.65M -$70.5K -1,020 -2%
HighTower Advisors
2
HighTower Advisors
Illinois
$1.99M -$48.6K -703 -2%
LPL Financial
3
LPL Financial
California
$1.39M +$120K +1,731 +10%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.35M +$107K +1,552 +9%
AA
5
Ancora Advisors
Ohio
$948K -$21K -304 -2%
RJA
6
Raymond James & Associates
Florida
$794K -$35.5K -514 -4%
Jane Street
7
Jane Street
New York
$738K -$2.01M -29,035 -74%
GWM
8
Geneos Wealth Management
Colorado
$711K +$38.9K +563 +6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$589K +$71.2K +1,030 +14%
IA
10
IFP Advisors
Florida
$529K +$17.3K +250 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$508K +$50.7K +733 +11%
Wells Fargo
12
Wells Fargo
California
$494K +$11.1K +161 +2%
UBS Group
13
UBS Group
Switzerland
$490K -$32.6K -472 -6%
PAS
14
Partnervest Advisory Services
California
$486K -$17.3K -250 -4%
SI
15
SII Investments
Wisconsin
$475K -$9.61K -139 -2%
SMFS
16
Squar Milner Financial Services
California
$453K +$415K +6,005 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$348K -$622 -9 -0.2%
Stifel Financial
18
Stifel Financial
Missouri
$313K -$52.9K -765 -15%
MIM
19
Miller Investment Management
Pennsylvania
$265K -$130K -1,875 -34%
AWA
20
Acorn Wealth Advisors
Michigan
$181K +$175K +2,531 New
Citigroup
21
Citigroup
New York
$160K -$63.1K -913 -29%
SFSIG
22
San Francisco Sentry Investment Group
California
$94K +$4.15K +60 +5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$59K
AG
24
Advisor Group
Arizona
$57K -$18.8K -272 -25%
SWP
25
Stratos Wealth Partners
Ohio
$57K +$55.3K +800 New

SURE Hedge Fund Activity: Q4 2017 in Review

35 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q4 2017, worth a combined $17.2M — down 10% from $19.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SURE positions and 3 closed out — a net gain of 5 holders — while 8 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $120K. The largest seller was Jane Street, cutting an estimated $2.01M.

  • 35 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q4 2017, up from 30 in Q3 2017.
  • Funds reported $17.2M of AdvisorShares Insider Advantage ETF stock for Q4 2017, down 10% quarter-over-quarter.
  • 8 funds opened new AdvisorShares Insider Advantage ETF positions in Q4 2017 and 3 closed out, a net change of +5 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q4 2017 was LPL Financial, an estimated $120K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q4 2017 was Jane Street, an estimated $2.01M sold.

Based on aggregated 13F filings for Q4 2017.