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AdvisorShares Insider Advantage ETF
SURE

21 hedge funds and large institutions have $7.41M invested in AdvisorShares Insider Advantage ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.23% less ownership

Funds ownership: 20.35% → 16.12% (-4.2%)

5% less funds holding

Funds holding: 22 → 21 (-1)

22% less capital invested

Capital invested by funds: $9.46M → $7.41M (-$2.06M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 7

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% 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
–
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$428K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$559K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$328K
3
PCG
Private Capital Group
Connecticut
-$189K
4
PAG
Private Advisor Group
New Jersey
-$184K
5
UBS Group
UBS Group
Switzerland
-$85K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$1.64M -$25K -272 -1%
LPL Financial
2
LPL Financial
California
$1.29M -$12.7K -138 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$825K -$9.74K -106 -1%
CIA
4
Caerus Investment Advisors
Texas
$763K – – –
9WM
5
9258 Wealth Management
Ohio
$469K – – –
PAG
6
Private Advisor Group
New Jersey
$438K -$184K -2,000 -28%
FAM
7
Flaharty Asset Management
Florida
$425K – – –
Citadel Advisors
8
Citadel Advisors
Florida
$398K +$428K +4,659 New
BAM
9
Belpointe Asset Management
Nevada
$376K -$10.8K -118 -3%
AA
10
Ancora Advisors
Ohio
$260K -$72.2K -786 -21%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$243K – – –
WPWM
12
Western Pacific Wealth Management
Illinois
$85K – – –
IA
13
IFP Advisors
Florida
$44K – – –
Wells Fargo
14
Wells Fargo
California
$43K – – –
PA
15
Parallel Advisors
California
$40K – – –
ADL
16
Asset Dedication LLC
California
$18K – – –
SPIA
17
Steward Partners Investment Advisory
New York
$17K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$16K – – –
UBS Group
19
UBS Group
Switzerland
$14K -$85K -925 -85%
HI
20
Harbour Investments
Wisconsin
$4K +$4.59K +50 New
WIM
21
Westside Investment Management
California
$22 – – –
RJFSA
22
Raymond James Financial Services Advisors
Florida
– -$559K -5,725 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
– -$328K -3,356 Closed
PCG
24
Private Capital Group
Connecticut
– -$189K -1,931 Closed

SURE Hedge Fund Activity: Q2 2022 in Review

21 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q2 2022, worth a combined $7.41M — down 22% from $9.46M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of SURE and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 0 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $428K. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $559K sold.

  • 21 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q2 2022, down from 22 in Q1 2022.
  • Funds reported $7.41M of AdvisorShares Insider Advantage ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 2 funds opened new AdvisorShares Insider Advantage ETF positions in Q2 2022 and 3 closed out, a net change of -1 holder.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q2 2022 was Citadel Advisors, an estimated $428K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q2 2022 was Raymond James Financial Services Advisors, an estimated $559K sold.

Based on aggregated 13F filings for Q2 2022.