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AdvisorShares Insider Advantage ETF
SURE

Overview Fund Activity

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.

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Caerus Investment Advisors
Texas
$776K
2
WPWM
2
Western Pacific Wealth Management
Illinois
$98K
3
UBS Group
3
UBS Group
Switzerland
$34K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.81M
5
SSB
5
Sandy Spring Bank
Maryland
$10K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$192K
2
PAG
2
Private Advisor Group
New Jersey
$699K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$545K
4
LPL Financial
4
LPL Financial
California
$1.46M
5
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$1.81M 18,403 +131 +0.7%
LPL Financial
2
LPL Financial
California
$1.46M 14,884 -296 -2%
Morgan Stanley
3
Morgan Stanley
New York
$958K 9,759 -14 -0.1%
CIA
4
Caerus Investment Advisors
Texas
$776K 7,900 +7,900 New
PAG
5
Private Advisor Group
New Jersey
$699K 7,125 -6,725 -49%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$545K 5,554 -572 -9%
9WM
7
9258 Wealth Management
Ohio
$539K 5,490 – –
FAM
8
Flaharty Asset Management
Florida
$529K 5,385 – –
BAM
9
Belpointe Asset Management
Nevada
$442K 4,501 -41 -0.9%
CAN
10
Cetera Advisor Networks
California
$378K 3,852 -11 -0.3%
AA
11
Ancora Advisors
Ohio
$375K 3,821 – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$286K 2,920 -7 -0.2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$192K 1,962 -12,993 -87%
PCG
14
Private Capital Group
Connecticut
$190K 1,931 – –
WPWM
15
Western Pacific Wealth Management
Illinois
$98K 1,000 +1,000 New
Wells Fargo
16
Wells Fargo
California
$49K 501 +1 +0.2%
PA
17
Parallel Advisors
California
$46K 467 +5 +1%
UBS Group
18
UBS Group
Switzerland
$34K 343 +343 New
ADL
19
Asset Dedication LLC
California
$25K 254 – –
SPIA
20
Steward Partners Investment Advisory
New York
$20K 200 – –
EVM
21
Eaton Vance Management
Massachusetts
$12K 125 – –
HI
22
Harbour Investments
Wisconsin
$10K 100 – –
SSB
23
Sandy Spring Bank
Maryland
$10K 100 +100 New
AWA
24
Amplius Wealth Advisors
Pennsylvania
$9K 100 +100 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$6K 62 – –
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