SURE icon

AdvisorShares Insider Advantage ETF
SURE

Overview Fund Activity

21 hedge funds and large institutions have $6.23M invested in AdvisorShares Insider Advantage ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
2
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$348K
2
AAS
2
Ameritas Advisory Services
Nebraska
$110K
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$29K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.71M
5
UBS Group
5
UBS Group
Switzerland
$90

Top Sellers

1
PCIA
1
Prime Capital Investment Advisors
Kansas
$0
2
LPL Financial
2
LPL Financial
California
$1.08M
3
IA
3
IFP Advisors
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$681K
5
ADL
5
Asset Dedication LLC
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$1.71M 19,033 +50 +0.3%
LPL Financial
2
LPL Financial
California
$1.08M 12,064 -2,344 -16%
Morgan Stanley
3
Morgan Stanley
New York
$681K 7,587 -250 -3%
9WM
4
9258 Wealth Management
Ohio
$493K 5,490 – –
PAG
5
Private Advisor Group
New Jersey
$460K 5,125 – –
RJFSA
6
Raymond James Financial Services Advisors
Florida
$405K 4,506 -66 -1%
BAM
7
Belpointe Asset Management
Nevada
$395K 4,403 -46 -1%
Citadel Advisors
8
Citadel Advisors
Florida
$348K 3,873 +3,873 New
AA
9
Ancora Advisors
Ohio
$273K 3,035 – –
AAS
10
Ameritas Advisory Services
Nebraska
$110K 1,216 +1,216 New
WPWM
11
Western Pacific Wealth Management
Illinois
$89.8K 1,000 – –
Wells Fargo
12
Wells Fargo
California
$44.9K 500 -1 -0.2%
PA
13
Parallel Advisors
California
$42.6K 474 – –
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$29K 324 +324 New
WIM
15
Westside Investment Management
California
$24K 267 – –
SPIA
16
Steward Partners Investment Advisory
New York
$18K 200 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$17K 185 – –
HI
18
Harbour Investments
Wisconsin
$4.49K 50 – –
ASN
19
Advisory Services Network
Georgia
$988 11 – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$346 3,859 +100 +3%
UBS Group
21
UBS Group
Switzerland
$90 1 +1 New
PCIA
22
Prime Capital Investment Advisors
Kansas
– – -3,825 Closed
IA
23
IFP Advisors
Florida
– – -600 Closed
ADL
24
Asset Dedication LLC
California
– – -212 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –