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AdvisorShares Insider Advantage ETF

25 hedge funds and large institutions have $9.38M invested in AdvisorShares Insider Advantage ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

10% more capital invested

Capital invested by funds: $8.52M → $9.38M (+$861K)

9% more funds holding

Funds holding: 2325 (+2)

2.22% more ownership

Funds ownership: 20.41%22.62% (+2.2%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
6
Closed
2
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 -$177K -2,548 -12%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.2M +$396K +5,705 +50%
Morgan Stanley
3
Morgan Stanley
New York
$924K -$45.9K -660 -5%
PAG
4
Private Advisor Group
New Jersey
$922K +$27.8K +400 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$835K -$314K -4,517 -27%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$685K +$685K +9,856 New
LPL Financial
7
LPL Financial
California
$651K +$61.8K +890 +10%
HAS
8
HBW Advisory Services
California
$589K +$589K +8,479 New
9WM
9
9258 Wealth Management
Ohio
$372K -$13.9K -200 -4%
BAM
10
Belpointe Asset Management
Nevada
$310K +$5K +72 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$287K -$5.63K -81 -2%
22CM
12
20/20 Capital Management
California
$274K -$3.13K -45 -1%
AA
13
Ancora Advisors
Ohio
$266K
MIM
14
Miller Investment Management
Pennsylvania
$257K
UBS Group
15
UBS Group
Switzerland
$202K +$42.4K +611 +27%
PCG
16
Private Capital Group
Connecticut
$134K
Citigroup
17
Citigroup
New York
$35K
WCG
18
Weaver Consulting Group
California
$35K
Wells Fargo
19
Wells Fargo
California
$35K
PA
20
Parallel Advisors
California
$32K +$69 +1 +0.2%
ADL
21
Asset Dedication LLC
California
$18K
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.7K
PWM
23
Provident Wealth Management
Tennessee
$8K +$8.2K +118 New
ASN
24
Advisory Services Network
Georgia
$1K +$764 +11 New
WIM
25
Westside Investment Management
California
$18

SURE Hedge Fund Activity: Q3 2020 in Review

25 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q3 2020, worth a combined $9.38M — up 10% from $8.52M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SURE positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $685K. The largest seller was Citadel Advisors, exiting entirely with an estimated $701K sold.

  • 25 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q3 2020, up from 23 in Q2 2020.
  • Funds reported $9.38M of AdvisorShares Insider Advantage ETF stock for Q3 2020, up 10% quarter-over-quarter.
  • 4 funds opened new AdvisorShares Insider Advantage ETF positions in Q3 2020 and 2 closed out, a net change of +2 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q3 2020 was Raymond James Financial Services Advisors, an estimated $685K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q3 2020 was Citadel Advisors, an estimated $701K sold.

Based on aggregated 13F filings for Q3 2020.