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AdvisorShares Insider Advantage ETF

27 hedge funds and large institutions have $9.05M invested in AdvisorShares Insider Advantage ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

4.84% less ownership

Funds ownership: 24.66%19.82% (-4.8%)

21% less capital invested

Capital invested by funds: $11.4M → $9.05M (-$2.39M)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$1.59M +$605K +7,097 +67%
Morgan Stanley
2
Morgan Stanley
New York
$901K -$178K -2,090 -17%
LPL Financial
3
LPL Financial
California
$885K +$26.7K +313 +3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$779K +$91.9K +1,079 +14%
Citadel Advisors
5
Citadel Advisors
Florida
$702K -$989K -11,607 -60%
PAG
6
Private Advisor Group
New Jersey
$640K
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$602K -$134K -1,573 -19%
9WM
8
9258 Wealth Management
Ohio
$493K
FAM
9
Flaharty Asset Management
Florida
$484K -$30.8K -361 -6%
BAM
10
Belpointe Asset Management
Nevada
$394K -$6.73K -79 -2%
22CM
11
20/20 Capital Management
California
$351K -$2.64K -31 -0.8%
AA
12
Ancora Advisors
Ohio
$343K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$263K -$103K -1,213 -29%
PCG
14
Private Capital Group
Connecticut
$173K
UBS Group
15
UBS Group
Switzerland
$126K +$2.73K +32 +2%
AIC
16
Ameritas Investment Company
Nebraska
$110K +$105K +1,229 New
Citigroup
17
Citigroup
New York
$45K
Wells Fargo
18
Wells Fargo
California
$45K
PA
19
Parallel Advisors
California
$41K
ADL
20
Asset Dedication LLC
California
$23K
SPIA
21
Steward Partners Investment Advisory
New York
$18K
HI
22
Harbour Investments
Wisconsin
$15K +$14.5K +170 New
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.9K
EVM
24
Eaton Vance Management
Massachusetts
$11K +$10.7K +125 New
GWM
25
Geneos Wealth Management
Colorado
$3K +$2.98K +35 New

SURE Hedge Fund Activity: Q1 2021 in Review

27 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q1 2021, worth a combined $9.05M — down 21% from $11.4M a quarter earlier.

Fund positioning in SURE was balanced in Q1 2021: 5 funds opened new positions, 5 closed out, 4 added to existing stakes and 7 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $605K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.79M sold.

  • 27 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $9.05M of AdvisorShares Insider Advantage ETF stock for Q1 2021, down 21% quarter-over-quarter.
  • 5 funds opened new AdvisorShares Insider Advantage ETF positions in Q1 2021 and 5 closed out, a net change of 0 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q1 2021 was Osaic Holdings, an estimated $605K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q1 2021 was Susquehanna International Group, an estimated $1.79M sold.

Based on aggregated 13F filings for Q1 2021.