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AdvisorShares Insider Advantage ETF

22 hedge funds and large institutions have $9.46M invested in AdvisorShares Insider Advantage ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

0.55% more ownership

Funds ownership: 19.8%20.35% (+0.55%)

0% less capital invested

Capital invested by funds: $9.5M → $9.46M (-$33K)

15% less funds holding

Funds holding: 2622 (-4)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
22
Holders Change
-4
Holders Change %
-15.38%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$1.94M +$105K +1,073 +6%
LPL Financial
2
LPL Financial
California
$1.48M +$29.4K +302 +2%
Morgan Stanley
3
Morgan Stanley
New York
$953K
CIA
4
Caerus Investment Advisors
Texas
$806K +$99.5K +1,020 +13%
PAG
5
Private Advisor Group
New Jersey
$696K
RJFSA
6
Raymond James Financial Services Advisors
Florida
$559K +$16.7K +171 +3%
9WM
7
9258 Wealth Management
Ohio
$536K
FAM
8
Flaharty Asset Management
Florida
$485K -$40.8K -418 -8%
BAM
9
Belpointe Asset Management
Nevada
$441K +$1.46K +15 +0.3%
AA
10
Ancora Advisors
Ohio
$373K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$328K +$327K +3,356 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$277K -$7.7K -79 -3%
PCG
13
Private Capital Group
Connecticut
$189K
UBS Group
14
UBS Group
Switzerland
$106K +$72.5K +744 +217%
WPWM
15
Western Pacific Wealth Management
Illinois
$97K
Wells Fargo
16
Wells Fargo
California
$49K -$98 -1 -0.2%
PA
17
Parallel Advisors
California
$46K
IA
18
IFP Advisors
Florida
$44K +$63.4K +650 New
ADL
19
Asset Dedication LLC
California
$21K -$4.09K -42 -17%
SPIA
20
Steward Partners Investment Advisory
New York
$20K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$18K -$173K -1,777 -91%
WIM
22
Westside Investment Management
California
$26
CAN
23
Cetera Advisor Networks
California
-$378K -3,852 Closed
EVM
24
Eaton Vance Management
Massachusetts
-$12K -125 Closed
AWA
25
Amplius Wealth Advisors
Pennsylvania
-$9K -100 Closed

SURE Hedge Fund Activity: Q1 2022 in Review

22 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q1 2022, worth a combined $9.46M — down 0.35% from $9.5M a quarter earlier.

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

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $327K. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $378K sold.

  • 22 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q1 2022, down from 26 in Q4 2021.
  • Funds reported $9.46M of AdvisorShares Insider Advantage ETF stock for Q1 2022, down 0.35% quarter-over-quarter.
  • 2 funds opened new AdvisorShares Insider Advantage ETF positions in Q1 2022 and 5 closed out, a net change of -3 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q1 2022 was Susquehanna International Group, an estimated $327K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q1 2022 was Cetera Advisor Networks, an estimated $378K sold.

Based on aggregated 13F filings for Q1 2022.