AdvisorShares Insider Advantage ETF
SURE
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.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
5% more funds holding
Funds holding: 20 → 21 (+1)
0.04% less ownership
Funds ownership: 15.95% → 15.91% (-0.04%)
2% less capital invested
Capital invested by funds: $6.36M → $6.23M (-$128K)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$352K |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$111K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$29.5K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.1K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.55K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$328K |
| 2 |
LPL Financial
San Diego,
California
|
-$213K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$41K |
| 4 |
Morgan Stanley
New York
|
-$22.7K |
| 5 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$18K |
SURE Hedge Fund Activity: Q1 2023 in Review
21 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q1 2023, worth a combined $6.23M — down 2% from $6.36M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SURE positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $352K. The largest seller was Prime Capital Investment Advisors, exiting entirely with an estimated $328K sold.
- 21 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q1 2023, up from 20 in Q4 2022.
- Funds reported $6.23M of AdvisorShares Insider Advantage ETF stock for Q1 2023, down 2% quarter-over-quarter.
- 4 funds opened new AdvisorShares Insider Advantage ETF positions in Q1 2023 and 3 closed out, a net change of +1 holder.
- The largest AdvisorShares Insider Advantage ETF buyer in Q1 2023 was Citadel Advisors, an estimated $352K added.
- The largest AdvisorShares Insider Advantage ETF seller in Q1 2023 was Prime Capital Investment Advisors, an estimated $328K sold.
Based on aggregated 13F filings for Q1 2023.