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AdvisorShares Insider Advantage ETF

30 hedge funds and large institutions have $13.5M invested in AdvisorShares Insider Advantage ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $12.3M → $13.5M (+$1.18M)

2.27% more ownership

Funds ownership: 19.79%22.06% (+2.3%)

6% less funds holding

Funds holding: 3230 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$1.78M +$1.28M +19,270 +281%
Morgan Stanley
2
Morgan Stanley
New York
$1.57M -$88.4K -1,327 -5%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.51M -$215K -3,225 -13%
HighTower Advisors
4
HighTower Advisors
Illinois
$1.44M
PCG
5
Private Capital Group
Connecticut
$1.36M +$662K +9,944 +100%
LPL Financial
6
LPL Financial
California
$1.19M -$43.3K -650 -4%
Jane Street
7
Jane Street
New York
$1.15M +$1.13M +16,924 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$994K +$747K +11,214 +331%
PAG
9
Private Advisor Group
New Jersey
$407K +$398K +5,981 New
RJA
10
Raymond James & Associates
Florida
$374K
AA
11
Ancora Advisors
Ohio
$314K -$104K -1,559 -25%
MIM
12
Miller Investment Management
Pennsylvania
$252K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$245K -$51.1K -767 -18%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$191K -$1.73M -26,015 -90%
BWA
15
BDO Wealth Advisors
Florida
$178K +$174K +2,610 New
FHA
16
Flagship Harbor Advisors
Massachusetts
$156K
UBS Group
17
UBS Group
Switzerland
$94K +$27K +406 +42%
Citigroup
18
Citigroup
New York
$77K
AG
19
Advisor Group
Arizona
$58K
WCG
20
Weaver Consulting Group
California
$34K
Wells Fargo
21
Wells Fargo
California
$34K
SMFS
22
Squar Milner Financial Services
California
$33K -$9.33K -140 -23%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$21K
PB
24
Pinnacle Bancorp
Nebraska
$13K -$5.33K -80 -29%
AAP
25
Arax Advisory Partners
Colorado
$11K +$10.5K +157 New

SURE Hedge Fund Activity: Q2 2019 in Review

30 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q2 2019, worth a combined $13.5M — up 9.6% from $12.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SURE and 5 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 4 added.

The largest buyer was Citadel Advisors, adding an estimated $1.28M. The largest seller was Royal Bank of Canada, cutting an estimated $1.73M.

  • 30 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q2 2019, down from 32 in Q1 2019.
  • Funds reported $13.5M of AdvisorShares Insider Advantage ETF stock for Q2 2019, up 9.6% quarter-over-quarter.
  • 5 funds opened new AdvisorShares Insider Advantage ETF positions in Q2 2019 and 6 closed out, a net change of -1 holder.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q2 2019 was Citadel Advisors, an estimated $1.28M added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q2 2019 was Royal Bank of Canada, an estimated $1.73M sold.

Based on aggregated 13F filings for Q2 2019.