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AdvisorShares Insider Advantage ETF

23 hedge funds and large institutions have $8.52M invested in AdvisorShares Insider Advantage ETF in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $8.62M → $8.52M (-$95.5K)

12% less funds holding

Funds holding: 2623 (-3)

18.87% less ownership

Funds ownership: 39.28%20.41% (-19%)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 10

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.41M -$109K -1,716 -7%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.1M -$8.6M -134,768 -89%
Morgan Stanley
3
Morgan Stanley
New York
$926K -$473K -7,419 -35%
PAG
4
Private Advisor Group
New Jersey
$875K
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$762K -$690K -10,825 -48%
Citadel Advisors
6
Citadel Advisors
Florida
$701K -$157K -2,455 -19%
LPL Financial
7
LPL Financial
California
$562K -$121K -1,903 -18%
9WM
8
9258 Wealth Management
Ohio
$377K +$363K +5,690 New
BAM
9
Belpointe Asset Management
Nevada
$291K
22CM
10
20/20 Capital Management
California
$282K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$279K -$70.4K -1,103 -21%
AA
12
Ancora Advisors
Ohio
$253K -$47.8K -750 -16%
MIM
13
Miller Investment Management
Pennsylvania
$245K
UBS Group
14
UBS Group
Switzerland
$152K -$765 -12 -0.5%
PCG
15
Private Capital Group
Connecticut
$128K
Citigroup
16
Citigroup
New York
$33K -$40.4K -633 -56%
WCG
17
Weaver Consulting Group
California
$33K
Wells Fargo
18
Wells Fargo
California
$33K
PA
19
Parallel Advisors
California
$30K
CAN
20
Cetera Advisor Networks
California
$23K +$22.3K +349 New
ADL
21
Asset Dedication LLC
California
$17K
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K
WIM
23
Westside Investment Management
California
$17
AIC
24
Ameritas Investment Company
Nebraska
-$120K -2,192 Closed
FHA
25
Flagship Harbor Advisors
Massachusetts
-$9K -167 Closed

SURE Hedge Fund Activity: Q2 2020 in Review

23 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q2 2020, worth a combined $8.52M — down 1.1% from $8.62M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SURE and 2 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 0 added.

The largest buyer was 9258 Wealth Management, opening a new position worth an estimated $363K. The largest seller was Osaic Holdings, cutting an estimated $8.6M.

  • 23 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q2 2020, down from 26 in Q1 2020.
  • Funds reported $8.52M of AdvisorShares Insider Advantage ETF stock for Q2 2020, down 1.1% quarter-over-quarter.
  • 2 funds opened new AdvisorShares Insider Advantage ETF positions in Q2 2020 and 5 closed out, a net change of -3 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q2 2020 was 9258 Wealth Management, an estimated $363K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q2 2020 was Osaic Holdings, an estimated $8.6M sold.

Based on aggregated 13F filings for Q2 2020.