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AdvisorShares Insider Advantage ETF

26 hedge funds and large institutions have $8.62M invested in AdvisorShares Insider Advantage ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

15.81% more ownership

Funds ownership: 23.47%39.28% (+16%)

10% less funds holding

Funds holding: 2926 (-3)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

39% less capital invested

Capital invested by funds: $14M → $8.62M (-$5.39M)

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.3M -$81.4K -1,176 -5%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.26M -$154K -2,219 -9%
Morgan Stanley
3
Morgan Stanley
New York
$1.21M -$39.7K -573 -3%
Osaic Holdings
4
Osaic Holdings
Arizona
$949K +$10.5M +151,303 New
PAG
5
Private Advisor Group
New Jersey
$747K +$50.2K +725 +6%
Citadel Advisors
6
Citadel Advisors
Florida
$737K +$360K +5,197 +66%
LPL Financial
7
LPL Financial
California
$588K -$48.2K -697 -6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$301K +$26.9K +389 +8%
AA
9
Ancora Advisors
Ohio
$259K
BAM
10
Belpointe Asset Management
Nevada
$249K +$304K +4,392 New
22CM
11
20/20 Capital Management
California
$248K
MIM
12
Miller Investment Management
Pennsylvania
$210K
UBS Group
13
UBS Group
Switzerland
$130K +$109K +1,579 +218%
AIC
14
Ameritas Investment Company
Nebraska
$120K +$152K +2,192 New
PCG
15
Private Capital Group
Connecticut
$109K
Citigroup
16
Citigroup
New York
$64K +$485 +7 +0.6%
WCG
17
Weaver Consulting Group
California
$28K
Wells Fargo
18
Wells Fargo
California
$28K +$69 +1 +0.2%
PA
19
Parallel Advisors
California
$25K +$277 +4 +0.9%
ADL
20
Asset Dedication LLC
California
$14K +$17.6K +254 New
FHA
21
Flagship Harbor Advisors
Massachusetts
$9K -$148K -2,133 -93%
AAP
22
Arax Advisory Partners
Colorado
$9K
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.77K
GWM
24
Geneos Wealth Management
Colorado
$5K
ASN
25
Advisory Services Network
Georgia
$1K +$69 +1 +10%

SURE Hedge Fund Activity: Q1 2020 in Review

26 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q1 2020, worth a combined $8.62M — down 39% from $14M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SURE and 5 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 8 added.

The largest buyer was Citadel Advisors, adding an estimated $360K. The largest seller was HighTower Advisors, exiting entirely with an estimated $1.51M sold.

  • 26 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q1 2020, down from 29 in Q4 2019.
  • Funds reported $8.62M of AdvisorShares Insider Advantage ETF stock for Q1 2020, down 39% quarter-over-quarter.
  • 5 funds opened new AdvisorShares Insider Advantage ETF positions in Q1 2020 and 6 closed out, a net change of -1 holder.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q1 2020 was Citadel Advisors, an estimated $360K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q1 2020 was HighTower Advisors, an estimated $1.51M sold.

Based on aggregated 13F filings for Q1 2020.