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AdvisorShares Insider Advantage ETF

30 hedge funds and large institutions have $13.7M invested in AdvisorShares Insider Advantage ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 9 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

1.22% more ownership

Funds ownership: 22.06%23.28% (+1.2%)

2% more capital invested

Capital invested by funds: $13.5M → $13.7M (+$240K)

0% more funds holding

Funds holding: 3030 (0)

78% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 9

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
9
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
$2.02M +$1.82M +26,342 +939%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.74M +$726K +10,495 +72%
Morgan Stanley
3
Morgan Stanley
New York
$1.54M -$60.5K -874 -4%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.48M -$59.8K -864 -4%
HighTower Advisors
5
HighTower Advisors
Illinois
$1.47M
Jane Street
6
Jane Street
New York
$1.02M -$159K -2,297 -14%
LPL Financial
7
LPL Financial
California
$780K -$432K -6,246 -36%
PCG
8
Private Capital Group
Connecticut
$691K -$688K -9,944 -50%
Citadel Advisors
9
Citadel Advisors
Florida
$626K -$1.19M -17,123 -66%
PAG
10
Private Advisor Group
New Jersey
$415K
AA
11
Ancora Advisors
Ohio
$317K -$3.25K -47 -1%
WWM
12
WT Wealth Management
Arizona
$300K +$299K +4,325 New
MIM
13
Miller Investment Management
Pennsylvania
$257K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$250K
FHA
15
Flagship Harbor Advisors
Massachusetts
$159K
AIC
16
Ameritas Investment Company
Nebraska
$142K +$138K +1,994 New
BWA
17
BDO Wealth Advisors
Florida
$126K -$55K -795 -30%
Citigroup
18
Citigroup
New York
$78K
UBS Group
19
UBS Group
Switzerland
$69K -$27.1K -392 -28%
AG
20
Advisor Group
Arizona
$59K
IA
21
IFP Advisors
Florida
$37K +$37.4K +540 New
WCG
22
Weaver Consulting Group
California
$35K
Wells Fargo
23
Wells Fargo
California
$35K
PA
24
Parallel Advisors
California
$31K +$31.2K +451 New
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$21K

SURE Hedge Fund Activity: Q3 2019 in Review

30 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q3 2019, worth a combined $13.7M — up 1.8% from $13.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SURE positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 9 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.82M. The largest seller was Citadel Advisors, cutting an estimated $1.19M.

  • 30 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $13.7M of AdvisorShares Insider Advantage ETF stock for Q3 2019, up 1.8% quarter-over-quarter.
  • 4 funds opened new AdvisorShares Insider Advantage ETF positions in Q3 2019 and 3 closed out, a net change of +1 holder.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q3 2019 was Royal Bank of Canada, an estimated $1.82M added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q3 2019 was Citadel Advisors, an estimated $1.19M sold.

Based on aggregated 13F filings for Q3 2019.