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AdvisorShares Insider Advantage ETF

22 hedge funds and large institutions have $10.1M invested in AdvisorShares Insider Advantage ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

20% more capital invested

Capital invested by funds: $8.4M → $10.1M (+$1.69M)

3.9% more ownership

Funds ownership: 17.32%21.22% (+3.9%)

8% less funds holding

Funds holding: 2422 (-2)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$1.71M +$47.7K +501 +3%
LPL Financial
2
LPL Financial
California
$1.42M +$196K +2,056 +16%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.4M +$1.27M +13,399 +861%
PAG
4
Private Advisor Group
New Jersey
$1.29M +$640K +6,725 +94%
Morgan Stanley
5
Morgan Stanley
New York
$913K -$666 -7 -0.1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$573K -$2.66K -28 -0.5%
9WM
7
9258 Wealth Management
Ohio
$513K
FAM
8
Flaharty Asset Management
Florida
$503K
BAM
9
Belpointe Asset Management
Nevada
$425K +$14.9K +157 +4%
CAN
10
Cetera Advisor Networks
California
$361K +$367K +3,863 New
AA
11
Ancora Advisors
Ohio
$357K
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$273K
PCG
13
Private Capital Group
Connecticut
$181K
Wells Fargo
14
Wells Fargo
California
$47K
PA
15
Parallel Advisors
California
$43K +$95 +1 +0.2%
ADL
16
Asset Dedication LLC
California
$24K
SPIA
17
Steward Partners Investment Advisory
New York
$19K
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.5K
EVM
19
Eaton Vance Management
Massachusetts
$12K
HI
20
Harbour Investments
Wisconsin
$9K -$4.76K -50 -33%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$6K +$5.9K +62 New
WIM
22
Westside Investment Management
California
$24
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$225K -2,357 Closed
Citigroup
24
Citigroup
New York
-$48K -500 Closed
ASN
25
Advisory Services Network
Georgia
-$1K -11 Closed

SURE Hedge Fund Activity: Q3 2021 in Review

22 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q3 2021, worth a combined $10.1M — up 20% from $8.4M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of SURE and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 6 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.27M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $225K sold.

  • 22 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q3 2021, down from 24 in Q2 2021.
  • Funds reported $10.1M of AdvisorShares Insider Advantage ETF stock for Q3 2021, up 20% quarter-over-quarter.
  • 2 funds opened new AdvisorShares Insider Advantage ETF positions in Q3 2021 and 3 closed out, a net change of -1 holder.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q3 2021 was Royal Bank of Canada, an estimated $1.27M added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q3 2021 was Susquehanna International Group, an estimated $225K sold.

Based on aggregated 13F filings for Q3 2021.