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AdvisorShares Insider Advantage ETF

22 hedge funds and large institutions have $7.13M invested in AdvisorShares Insider Advantage ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

5% more funds holding

Funds holding: 2122 (+1)

0.56% more ownership

Funds ownership: 16.12%16.68% (+0.56%)

4% less capital invested

Capital invested by funds: $7.41M → $7.13M (-$279K)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$1.49M -$8.29K -95 -0.5%
LPL Financial
2
LPL Financial
California
$1.15M -$25.9K -297 -2%
Morgan Stanley
3
Morgan Stanley
New York
$722K -$34.9K -400 -4%
CIA
4
Caerus Investment Advisors
Texas
$696K
9WM
5
9258 Wealth Management
Ohio
$428K
PAG
6
Private Advisor Group
New Jersey
$400K
FAM
7
Flaharty Asset Management
Florida
$388K
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$359K +$401K +4,598 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$357K +$399K +4,576 New
BAM
10
Belpointe Asset Management
Nevada
$347K +$4.45K +51 +1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$302K +$90.8K +1,040 +37%
AA
12
Ancora Advisors
Ohio
$237K
WPWM
13
Western Pacific Wealth Management
Illinois
$78K
IA
14
IFP Advisors
Florida
$44K
Wells Fargo
15
Wells Fargo
California
$39K
PA
16
Parallel Advisors
California
$36K
ADL
17
Asset Dedication LLC
California
$17K
SPIA
18
Steward Partners Investment Advisory
New York
$16K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$14K
HI
20
Harbour Investments
Wisconsin
$4K
UBS Group
21
UBS Group
Switzerland
$3K -$10.9K -125 -77%
WIM
22
Westside Investment Management
California
$20
Citadel Advisors
23
Citadel Advisors
Florida
-$398K -4,659 Closed

SURE Hedge Fund Activity: Q3 2022 in Review

22 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q3 2022, worth a combined $7.13M — down 3.8% from $7.41M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SURE positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $401K. The largest seller was Citadel Advisors, exiting entirely with an estimated $398K sold.

  • 22 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q3 2022, up from 21 in Q2 2022.
  • Funds reported $7.13M of AdvisorShares Insider Advantage ETF stock for Q3 2022, down 3.8% quarter-over-quarter.
  • 2 funds opened new AdvisorShares Insider Advantage ETF positions in Q3 2022 and 1 closed out, a net change of +1 holder.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $401K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q3 2022 was Citadel Advisors, an estimated $398K sold.

Based on aggregated 13F filings for Q3 2022.