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AdvisorShares Insider Advantage ETF

34 hedge funds and large institutions have $21.2M invested in AdvisorShares Insider Advantage ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

23% more capital invested

Capital invested by funds: $17.2M → $21.2M (+$4.01M)

3% less funds holding

Funds holding: 3534 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.36M -$148K -2,076 -4%
Jane Street
2
Jane Street
New York
$2.53M +$1.9M +26,624 +258%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.04M +$1.53M +21,470 +260%
HighTower Advisors
4
HighTower Advisors
Illinois
$1.9M -$4.86K -68 -0.2%
LPL Financial
5
LPL Financial
California
$1.6M +$281K +3,931 +20%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.53M +$248K +3,469 +18%
PCG
7
Private Capital Group
Connecticut
$1.22M +$1.17M +16,360 +1,166%
RJA
8
Raymond James & Associates
Florida
$1.1M +$357K +5,000 +45%
AA
9
Ancora Advisors
Ohio
$805K -$107K -1,500 -11%
GWM
10
Geneos Wealth Management
Colorado
$754K +$74.8K +1,046 +10%
IA
11
IFP Advisors
Florida
$529K
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$527K +$41.7K +583 +8%
PAS
13
Partnervest Advisory Services
California
$500K +$35.7K +500 +7%
SMFS
14
Squar Milner Financial Services
California
$443K +$32.9K +461 +8%
UBS Group
15
UBS Group
Switzerland
$435K -$35.8K -501 -7%
Wells Fargo
16
Wells Fargo
California
$399K -$76.9K -1,076 -16%
Stifel Financial
17
Stifel Financial
Missouri
$336K +$35.7K +500 +11%
MIM
18
Miller Investment Management
Pennsylvania
$254K
PAG
19
Private Advisor Group
New Jersey
$234K +$244K +3,419 New
AWA
20
Acorn Wealth Advisors
Michigan
$224K +$53.6K +750 +30%
Citigroup
21
Citigroup
New York
$140K -$13.6K -190 -8%
SFSIG
22
San Francisco Sentry Investment Group
California
$93K +$2.86K +40 +3%
AG
23
Advisor Group
Arizona
$55K
SWP
24
Stratos Wealth Partners
Ohio
$55K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$48K -$8.58K -120 -15%

SURE Hedge Fund Activity: Q1 2018 in Review

34 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q1 2018, worth a combined $21.2M — up 23% from $17.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SURE and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 13 added.

The largest buyer was Jane Street, adding an estimated $1.9M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $348K sold.

  • 34 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q1 2018, down from 35 in Q4 2017.
  • Funds reported $21.2M of AdvisorShares Insider Advantage ETF stock for Q1 2018, up 23% quarter-over-quarter.
  • 3 funds opened new AdvisorShares Insider Advantage ETF positions in Q1 2018 and 4 closed out, a net change of -1 holder.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q1 2018 was Jane Street, an estimated $1.9M added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q1 2018 was Raymond James Financial Services Advisors, an estimated $348K sold.

Based on aggregated 13F filings for Q1 2018.