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AdvisorShares Insider Advantage ETF

32 hedge funds and large institutions have $12.3M invested in AdvisorShares Insider Advantage ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 13 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

1.82% less ownership

Funds ownership: 21.61%19.79% (-1.8%)

3% less funds holding

Funds holding: 3332 (-1)

14% less capital invested

Capital invested by funds: $14.3M → $12.3M (-$1.97M)

69% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 13

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.89M +$24.4K +383 +1%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$1.67M +$80.6K +1,264 +5%
Morgan Stanley
3
Morgan Stanley
New York
$1.6M -$170K -2,672 -10%
HighTower Advisors
4
HighTower Advisors
Illinois
$1.38M -$355K -5,572 -21%
LPL Financial
5
LPL Financial
California
$1.19M -$72.7K -1,140 -6%
AIC
6
Ameritas Investment Company
Nebraska
$760K +$211K +3,314 +40%
PCG
7
Private Capital Group
Connecticut
$652K -$454K -7,111 -42%
Citadel Advisors
8
Citadel Advisors
Florida
$450K -$687K -10,766 -61%
IA
9
IFP Advisors
Florida
$412K -$15.9K -250 -4%
AA
10
Ancora Advisors
Ohio
$405K -$124K -1,950 -24%
RJA
11
Raymond James & Associates
Florida
$360K -$9.57K -150 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$286K -$69.4K -1,088 -20%
MIM
13
Miller Investment Management
Pennsylvania
$243K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$222K -$897K -14,067 -81%
TSS
15
Two Sigma Securities
New York
$209K +$203K +3,184 New
FHA
16
Flagship Harbor Advisors
Massachusetts
$150K
Citigroup
17
Citigroup
New York
$74K -$58.7K -921 -45%
UBS Group
18
UBS Group
Switzerland
$64K -$136K -2,137 -69%
CA
19
Cetera Advisors
Colorado
$64K +$62.1K +973 New
AG
20
Advisor Group
Arizona
$56K +$12.8K +200 +31%
SMFS
21
Squar Milner Financial Services
California
$40K -$194K -3,039 -83%
Wells Fargo
22
Wells Fargo
California
$33K
WCG
23
Weaver Consulting Group
California
$33K +$31.9K +500 New
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$20K
PB
25
Pinnacle Bancorp
Nebraska
$18K

SURE Hedge Fund Activity: Q1 2019 in Review

32 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q1 2019, worth a combined $12.3M — down 14% from $14.3M 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 13 trimmed.

The largest buyer was Ameritas Investment Company, adding an estimated $211K. The largest seller was Susquehanna International Group, cutting an estimated $897K.

  • 32 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q1 2019, down from 33 in Q4 2018.
  • Funds reported $12.3M of AdvisorShares Insider Advantage ETF stock for Q1 2019, down 14% quarter-over-quarter.
  • 4 funds opened new AdvisorShares Insider Advantage ETF positions in Q1 2019 and 3 closed out, a net change of +1 holder.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q1 2019 was Ameritas Investment Company, an estimated $211K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q1 2019 was Susquehanna International Group, an estimated $897K sold.

Based on aggregated 13F filings for Q1 2019.