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AdvisorShares Insider Advantage ETF

20 hedge funds and large institutions have $6.36M invested in AdvisorShares Insider Advantage ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.72% less ownership

Funds ownership: 16.68%15.95% (-0.72%)

9% less funds holding

Funds holding: 2220 (-2)

11% less capital invested

Capital invested by funds: $7.13M → $6.36M (-$772K)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$1.63M -$11.1K -126 -0.7%
LPL Financial
2
LPL Financial
California
$1.23M -$30.1K -343 -2%
Morgan Stanley
3
Morgan Stanley
New York
$671K -$124K -1,416 -15%
9WM
4
9258 Wealth Management
Ohio
$470K
PAG
5
Private Advisor Group
New Jersey
$405K
RJFSA
6
Raymond James Financial Services Advisors
Florida
$392K -$351 -4 -0.1%
BAM
7
Belpointe Asset Management
Nevada
$381K
PCIA
8
Prime Capital Investment Advisors
Kansas
$328K +$336K +3,825 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$322K -$10.7K -122 -3%
AA
10
Ancora Advisors
Ohio
$260K
WPWM
11
Western Pacific Wealth Management
Illinois
$85.7K
Wells Fargo
12
Wells Fargo
California
$42.9K +$88 +1 +0.2%
IA
13
IFP Advisors
Florida
$41K -$4.39K -50 -8%
PA
14
Parallel Advisors
California
$40.7K +$614 +7 +1%
ADL
15
Asset Dedication LLC
California
$18K
SPIA
16
Steward Partners Investment Advisory
New York
$17.1K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$16K
HI
18
Harbour Investments
Wisconsin
$4.28K
ASN
19
Advisory Services Network
Georgia
$942 +$965 +11 New
WIM
20
Westside Investment Management
California
$22
CIA
21
Caerus Investment Advisors
Texas
-$696K -8,920 Closed
FAM
22
Flaharty Asset Management
Florida
-$388K -4,967 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$359K -4,598 Closed
UBS Group
24
UBS Group
Switzerland
-$3K -37 Closed

SURE Hedge Fund Activity: Q4 2022 in Review

20 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q4 2022, worth a combined $6.36M — down 11% from $7.13M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SURE and 2 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 2 added.

The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $336K. The largest seller was Caerus Investment Advisors, exiting entirely with an estimated $696K sold.

  • 20 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q4 2022, down from 22 in Q3 2022.
  • Funds reported $6.36M of AdvisorShares Insider Advantage ETF stock for Q4 2022, down 11% quarter-over-quarter.
  • 2 funds opened new AdvisorShares Insider Advantage ETF positions in Q4 2022 and 4 closed out, a net change of -2 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q4 2022 was Prime Capital Investment Advisors, an estimated $336K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q4 2022 was Caerus Investment Advisors, an estimated $696K sold.

Based on aggregated 13F filings for Q4 2022.