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AdvisorShares Insider Advantage ETF

24 hedge funds and large institutions have $8.4M invested in AdvisorShares Insider Advantage ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.5% less ownership

Funds ownership: 19.82%17.32% (-2.5%)

7% less capital invested

Capital invested by funds: $9.05M → $8.4M (-$649K)

11% less funds holding

Funds holding: 2724 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$1.7M +$6.54K +69 +0.4%
LPL Financial
2
LPL Financial
California
$1.25M +$309K +3,266 +33%
Morgan Stanley
3
Morgan Stanley
New York
$933K -$24.2K -255 -3%
PAG
4
Private Advisor Group
New Jersey
$680K
RJFSA
5
Raymond James Financial Services Advisors
Florida
$587K -$239K -2,525 -29%
9WM
6
9258 Wealth Management
Ohio
$524K
FAM
7
Flaharty Asset Management
Florida
$514K
BAM
8
Belpointe Asset Management
Nevada
$418K
22CM
9
20/20 Capital Management
California
$372K
AA
10
Ancora Advisors
Ohio
$365K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$279K -$379 -4 -0.1%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$225K +$223K +2,357 New
PCG
13
Private Capital Group
Connecticut
$184K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$148K -$488K -5,152 -77%
Citigroup
15
Citigroup
New York
$48K
Wells Fargo
16
Wells Fargo
California
$48K
PA
17
Parallel Advisors
California
$44K -$95 -1 -0.2%
ADL
18
Asset Dedication LLC
California
$24K
SPIA
19
Steward Partners Investment Advisory
New York
$19K
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.8K
HI
21
Harbour Investments
Wisconsin
$14K -$1.9K -20 -12%
EVM
22
Eaton Vance Management
Massachusetts
$12K
ASN
23
Advisory Services Network
Georgia
$1K +$1.04K +11 New
WIM
24
Westside Investment Management
California
$25
Citadel Advisors
25
Citadel Advisors
Florida
-$702K -7,813 Closed

SURE Hedge Fund Activity: Q2 2021 in Review

24 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q2 2021, worth a combined $8.4M — down 7.2% from $9.05M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SURE and 2 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 2 added.

The largest buyer was LPL Financial, adding an estimated $309K. The largest seller was Citadel Advisors, exiting entirely with an estimated $702K sold.

  • 24 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q2 2021, down from 27 in Q1 2021.
  • Funds reported $8.4M of AdvisorShares Insider Advantage ETF stock for Q2 2021, down 7.2% quarter-over-quarter.
  • 2 funds opened new AdvisorShares Insider Advantage ETF positions in Q2 2021 and 5 closed out, a net change of -3 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q2 2021 was LPL Financial, an estimated $309K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q2 2021 was Citadel Advisors, an estimated $702K sold.

Based on aggregated 13F filings for Q2 2021.