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AdvisorShares Insider Advantage ETF

32 hedge funds and large institutions have $15.1M invested in AdvisorShares Insider Advantage ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 3532 (-3)

12% less capital invested

Capital invested by funds: $17.1M → $15.1M (-$2.03M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
32
Holders Change
-3
Holders Change %
-8.57%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.01M -$242K -3,466 -7%
HighTower Advisors
2
HighTower Advisors
Illinois
$1.9M -$45.4K -650 -2%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.76M +$185K +2,654 +12%
LPL Financial
4
LPL Financial
California
$1.56M +$18K +258 +1%
PCG
5
Private Capital Group
Connecticut
$1.21M -$184K -2,637 -13%
Citadel Advisors
6
Citadel Advisors
Florida
$1.06M +$1.06M +15,191 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$652K +$10.2K +146 +2%
UBS Group
8
UBS Group
Switzerland
$649K +$271K +3,885 +72%
PAS
9
Partnervest Advisory Services
California
$586K +$24.8K +355 +4%
IA
10
IFP Advisors
Florida
$458K
SMFS
11
Squar Milner Financial Services
California
$419K -$46.3K -663 -10%
RJA
12
Raymond James & Associates
Florida
$400K -$183K -2,617 -31%
Stifel Financial
13
Stifel Financial
Missouri
$346K
MIM
14
Miller Investment Management
Pennsylvania
$260K
TSS
15
Two Sigma Securities
New York
$209K +$208K +2,983 New
FHA
16
Flagship Harbor Advisors
Massachusetts
$161K
Citigroup
17
Citigroup
New York
$144K
Wells Fargo
18
Wells Fargo
California
$61K -$34.9K -500 -36%
AG
19
Advisor Group
Arizona
$57K
SWP
20
Stratos Wealth Partners
Ohio
$56K +$55.8K +800 New
GWM
21
Geneos Wealth Management
Colorado
$41K -$706K -10,117 -94%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$22K
WIM
23
Westside Investment Management
California
$18.7K
SWM
24
SeaCrest Wealth Management
New York
$13K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$11K -$20.9K -300 -66%

SURE Hedge Fund Activity: Q3 2018 in Review

32 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q3 2018, worth a combined $15.1M — down 12% from $17.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SURE and 5 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 5 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.06M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.08M sold.

  • 32 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q3 2018, down from 35 in Q2 2018.
  • Funds reported $15.1M of AdvisorShares Insider Advantage ETF stock for Q3 2018, down 12% quarter-over-quarter.
  • 5 funds opened new AdvisorShares Insider Advantage ETF positions in Q3 2018 and 8 closed out, a net change of -3 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q3 2018 was Citadel Advisors, an estimated $1.06M added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q3 2018 was Susquehanna International Group, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2018.