AdvisorShares Insider Advantage ETF
SURE
18 hedge funds and large institutions have $6.71M invested in AdvisorShares Insider Advantage ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 6 closing their positions.
8% more capital invested
Capital invested by funds: $6.23M → $6.71M (+$478K)
0.33% less ownership
Funds ownership: 15.91% → 15.58% (-0.33%)
14% less funds holding
Funds holding: 21 → 18 (-3)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$343K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$318K |
| 3 |
IF
Intrua Financial
Houston,
Texas
|
+$266K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$17K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$11.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$395K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$348K |
| 3 |
LPL Financial
San Diego,
California
|
-$187K |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$110K |
| 5 |
WPWM
Western Pacific Wealth Management
Lake Forest,
Illinois
|
-$89.8K |
SURE Hedge Fund Activity: Q2 2023 in Review
18 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q2 2023, worth a combined $6.71M — up 7.7% from $6.23M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SURE and 3 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $343K. The largest seller was Belpointe Asset Management, exiting entirely with an estimated $395K sold.
- 18 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q2 2023, down from 21 in Q1 2023.
- Funds reported $6.71M of AdvisorShares Insider Advantage ETF stock for Q2 2023, up 7.7% quarter-over-quarter.
- 3 funds opened new AdvisorShares Insider Advantage ETF positions in Q2 2023 and 6 closed out, a net change of -3 holders.
- The largest AdvisorShares Insider Advantage ETF buyer in Q2 2023 was Prime Capital Investment Advisors, an estimated $343K added.
- The largest AdvisorShares Insider Advantage ETF seller in Q2 2023 was Belpointe Asset Management, an estimated $395K sold.
Based on aggregated 13F filings for Q2 2023.