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AdvisorShares Insider Advantage ETF
SURE

17 hedge funds and large institutions have $6.26M invested in AdvisorShares Insider Advantage ETF in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.57% less ownership

Funds ownership: 15.58% → 15.01% (-0.57%)

6% less funds holding

Funds holding: 18 → 17 (-1)

7% less capital invested

Capital invested by funds: $6.71M → $6.26M (-$449K)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
9WM
9258 Wealth Management
Ohio
+$99.6K
2
UBS Group
UBS Group
Switzerland
+$17.8K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$338K
2
Osaic Holdings
Osaic Holdings
Arizona
-$72.5K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$41K
4
Morgan Stanley
Morgan Stanley
New York
-$40.5K
5
LPL Financial
LPL Financial
California
-$10.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$1.69M -$72.5K -748 -4%
LPL Financial
2
LPL Financial
California
$936K -$10.4K -107 -1%
9WM
3
9258 Wealth Management
Ohio
$618K +$99.6K +1,027 +19%
Morgan Stanley
4
Morgan Stanley
New York
$617K -$40.5K -418 -6%
PAG
5
Private Advisor Group
New Jersey
$481K -$4.85K -50 -1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$405K -$41K -423 -9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$366K – – –
PCIA
8
Prime Capital Investment Advisors
Kansas
$362K – – –
AA
9
Ancora Advisors
Ohio
$288K – – –
IF
10
Intrua Financial
Texas
$281K – – –
Wells Fargo
11
Wells Fargo
California
$47.4K – – –
PA
12
Parallel Advisors
California
$45K – – –
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$31K – – –
UBS Group
14
UBS Group
Switzerland
$29.8K +$17.8K +184 +142%
WIM
15
Westside Investment Management
California
$25.3K – – –
SPIA
16
Steward Partners Investment Advisory
New York
$19K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$18K – – –
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
– -$338K -3,549 Closed

SURE Hedge Fund Activity: Q3 2023 in Review

17 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q3 2023, worth a combined $6.26M — down 6.7% from $6.71M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of SURE and 0 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 2 added.

The largest buyer was 9258 Wealth Management, adding an estimated $99.6K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $338K sold.

  • 17 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q3 2023, down from 18 in Q2 2023.
  • Funds reported $6.26M of AdvisorShares Insider Advantage ETF stock for Q3 2023, down 6.7% quarter-over-quarter.
  • 0 funds opened new AdvisorShares Insider Advantage ETF positions in Q3 2023 and 1 closed out, a net change of -1 holder.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q3 2023 was 9258 Wealth Management, an estimated $99.6K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q3 2023 was Susquehanna International Group, an estimated $338K sold.

Based on aggregated 13F filings for Q3 2023.