AdvisorShares Insider Advantage ETF
SURE
26 hedge funds and large institutions have $9.5M invested in AdvisorShares Insider Advantage ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
18% more funds holding
Funds holding: 22 → 26 (+4)
1.43% less ownership
Funds ownership: 21.22% → 19.8% (-1.4%)
6% less capital invested
Capital invested by funds: $10.1M → $9.5M (-$598K)
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$33.4K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.8K |
| 3 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
+$9.75K |
| 4 |
PA
Parallel Advisors
San Francisco,
California
|
+$487 |
| 5 |
Wells Fargo
San Francisco,
California
|
+$97 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.27M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$655K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$55.8K |
| 4 |
LPL Financial
San Diego,
California
|
-$28.9K |
| 5 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$14.5K |
SURE Hedge Fund Activity: Q4 2021 in Review
26 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q4 2021, worth a combined $9.5M — down 5.9% from $10.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SURE positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 8 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $33.4K. The largest seller was Royal Bank of Canada, cutting an estimated $1.27M.
- 26 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q4 2021, up from 22 in Q3 2021.
- Funds reported $9.5M of AdvisorShares Insider Advantage ETF stock for Q4 2021, down 5.9% quarter-over-quarter.
- 5 funds opened new AdvisorShares Insider Advantage ETF positions in Q4 2021 and 1 closed out, a net change of +4 holders.
- The largest AdvisorShares Insider Advantage ETF buyer in Q4 2021 was UBS Group, an estimated $33.4K added.
- The largest AdvisorShares Insider Advantage ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $1.27M sold.
Based on aggregated 13F filings for Q4 2021.