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AdvisorShares Insider Advantage ETF

29 hedge funds and large institutions have $14M invested in AdvisorShares Insider Advantage ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $13.7M → $14M (+$269K)

0.19% more ownership

Funds ownership: 23.28%23.47% (+0.19%)

3% less funds holding

Funds holding: 3029 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

75% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 12

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
12
Closed
4
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
$1.83M -$331K -4,599 -16%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.81M -$64.2K -892 -4%
Morgan Stanley
3
Morgan Stanley
New York
$1.64M -$17K -236 -1%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.57M -$24.5K -341 -2%
HighTower Advisors
5
HighTower Advisors
Illinois
$1.51M -$61.5K -855 -4%
Jane Street
6
Jane Street
New York
$988K -$100K -1,390 -10%
PAG
7
Private Advisor Group
New Jersey
$930K +$467K +6,491 +109%
LPL Financial
8
LPL Financial
California
$827K -$11.4K -159 -1%
Citadel Advisors
9
Citadel Advisors
Florida
$584K -$85.5K -1,189 -13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$368K +$95.7K +1,330 +37%
AA
11
Ancora Advisors
Ohio
$341K
22CM
12
20/20 Capital Management
California
$302K +$286K +3,980 New
MIM
13
Miller Investment Management
Pennsylvania
$276K
WWM
14
WT Wealth Management
Arizona
$233K -$86.3K -1,200 -28%
FHA
15
Flagship Harbor Advisors
Massachusetts
$172K
PCG
16
Private Capital Group
Connecticut
$144K -$577K -8,015 -81%
BWA
17
BDO Wealth Advisors
Florida
$135K
Citigroup
18
Citigroup
New York
$84K
AG
19
Advisor Group
Arizona
$64K
UBS Group
20
UBS Group
Switzerland
$54K -$19.1K -265 -27%
Wells Fargo
21
Wells Fargo
California
$37K -$72 -1 -0.2%
WCG
22
Weaver Consulting Group
California
$35K
PA
23
Parallel Advisors
California
$34K
AAP
24
Arax Advisory Partners
Colorado
$12K +$72 +1 +0.6%
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.6K

SURE Hedge Fund Activity: Q4 2019 in Review

29 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q4 2019, worth a combined $14M — up 2% from $13.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SURE and 3 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 3 added.

The largest buyer was Private Advisor Group, adding an estimated $467K. The largest seller was Private Capital Group, cutting an estimated $577K.

  • 29 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q4 2019, down from 30 in Q3 2019.
  • Funds reported $14M of AdvisorShares Insider Advantage ETF stock for Q4 2019, up 2% quarter-over-quarter.
  • 3 funds opened new AdvisorShares Insider Advantage ETF positions in Q4 2019 and 4 closed out, a net change of -1 holder.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q4 2019 was Private Advisor Group, an estimated $467K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q4 2019 was Private Capital Group, an estimated $577K sold.

Based on aggregated 13F filings for Q4 2019.