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AdvisorShares Insider Advantage ETF

35 hedge funds and large institutions have $17.1M invested in AdvisorShares Insider Advantage ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 3435 (+1)

19% less capital invested

Capital invested by funds: $21.2M → $17.1M (-$4.1M)

73% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 15

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
15
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
$3.17M -$181K -2,633 -5%
HighTower Advisors
2
HighTower Advisors
Illinois
$1.89M -$10.3K -150 -0.5%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.53M
LPL Financial
4
LPL Financial
California
$1.5M -$91.9K -1,339 -6%
PCG
5
Private Capital Group
Connecticut
$1.36M +$146K +2,127 +12%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.08M -$948K -13,825 -47%
AA
7
Ancora Advisors
Ohio
$762K -$41.2K -600 -5%
GWM
8
Geneos Wealth Management
Colorado
$730K -$20.9K -304 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$624K +$99.5K +1,450 +19%
RJA
10
Raymond James & Associates
Florida
$568K -$535K -7,804 -48%
PAS
11
Partnervest Advisory Services
California
$546K +$48K +700 +10%
SMFS
12
Squar Milner Financial Services
California
$453K +$11.7K +170 +3%
IA
13
IFP Advisors
Florida
$446K -$60.2K -877 -12%
Jane Street
14
Jane Street
New York
$422K -$2.11M -30,759 -83%
UBS Group
15
UBS Group
Switzerland
$366K -$68K -992 -16%
Stifel Financial
16
Stifel Financial
Missouri
$335K
VF
17
Virtu Financial
New York
$312K +$315K +4,590 New
MIM
18
Miller Investment Management
Pennsylvania
$253K
AWA
19
Acorn Wealth Advisors
Michigan
$222K
FHA
20
Flagship Harbor Advisors
Massachusetts
$157K +$158K +2,300 New
Citigroup
21
Citigroup
New York
$139K
Wells Fargo
22
Wells Fargo
California
$94K -$306K -4,460 -76%
AG
23
Advisor Group
Arizona
$54K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$31K -$17.1K -250 -36%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$21K -$25.4K -370 -54%

SURE Hedge Fund Activity: Q2 2018 in Review

35 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q2 2018, worth a combined $17.1M — down 19% from $21.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SURE positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 15 trimmed.

The largest buyer was Virtu Financial, opening a new position worth an estimated $315K. The largest seller was Jane Street, cutting an estimated $2.11M.

  • 35 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q2 2018, up from 34 in Q1 2018.
  • Funds reported $17.1M of AdvisorShares Insider Advantage ETF stock for Q2 2018, down 19% quarter-over-quarter.
  • 4 funds opened new AdvisorShares Insider Advantage ETF positions in Q2 2018 and 3 closed out, a net change of +1 holder.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q2 2018 was Virtu Financial, an estimated $315K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q2 2018 was Jane Street, an estimated $2.11M sold.

Based on aggregated 13F filings for Q2 2018.