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AdvisorShares Insider Advantage ETF

27 hedge funds and large institutions have $11.4M invested in AdvisorShares Insider Advantage ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 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

22% more capital invested

Capital invested by funds: $9.38M → $11.4M (+$2.06M)

8% more funds holding

Funds holding: 2527 (+2)

2.03% more ownership

Funds ownership: 22.62%24.66% (+2%)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
7
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
$1.79M +$276K +3,643 +19%
Citadel Advisors
2
Citadel Advisors
Florida
$1.56M +$1.47M +19,420 New
Morgan Stanley
3
Morgan Stanley
New York
$972K -$88.9K -1,173 -9%
Osaic Holdings
4
Osaic Holdings
Arizona
$850K -$107K -1,413 -12%
LPL Financial
5
LPL Financial
California
$765K +$13.4K +177 +2%
HAS
6
HBW Advisory Services
California
$713K +$32K +422 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$664K -$676K -8,928 -52%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$609K -$171K -2,256 -23%
PAG
9
Private Advisor Group
New Jersey
$571K -$490K -6,472 -48%
FAM
10
Flaharty Asset Management
Florida
$460K +$435K +5,746 New
9WM
11
9258 Wealth Management
Ohio
$440K
BAM
12
Belpointe Asset Management
Nevada
$358K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$332K +$379 +5 +0.1%
22CM
14
20/20 Capital Management
California
$321K
AA
15
Ancora Advisors
Ohio
$306K
MIM
16
Miller Investment Management
Pennsylvania
$297K
PCG
17
Private Capital Group
Connecticut
$155K
UBS Group
18
UBS Group
Switzerland
$110K -$116K -1,529 -53%
Wells Fargo
19
Wells Fargo
California
$40K -$76 -1 -0.2%
Citigroup
20
Citigroup
New York
$40K
PA
21
Parallel Advisors
California
$37K +$455 +6 +1%
ADL
22
Asset Dedication LLC
California
$20K
SPIA
23
Steward Partners Investment Advisory
New York
$16K +$15.2K +200 New
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.4K
CAAS
25
Capital Asset Advisory Services
Michigan
$3K +$2.65K +35 New

SURE Hedge Fund Activity: Q4 2020 in Review

27 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q4 2020, worth a combined $11.4M — up 22% from $9.38M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SURE positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.47M. The largest seller was Royal Bank of Canada, cutting an estimated $676K.

  • 27 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q4 2020, up from 25 in Q3 2020.
  • Funds reported $11.4M of AdvisorShares Insider Advantage ETF stock for Q4 2020, up 22% quarter-over-quarter.
  • 4 funds opened new AdvisorShares Insider Advantage ETF positions in Q4 2020 and 2 closed out, a net change of +2 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q4 2020 was Citadel Advisors, an estimated $1.47M added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $676K sold.

Based on aggregated 13F filings for Q4 2020.