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AdvisorShares Insider Advantage ETF
SURE

Overview Fund Activity

22 hedge funds and large institutions have $8.42M invested in AdvisorShares Insider Advantage ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 0 closing their positions.

Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.36M
2
CIA
2
Caerus Investment Advisors
Texas
$618K
3
Citadel Advisors
3
Citadel Advisors
Florida
$244K
4
WANY
4
Wealthspire Advisors (New York)
New York
$202K
5
9WM
5
9258 Wealth Management
Ohio
$733K

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$373K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.78M
3
LPL Financial
3
LPL Financial
California
$982K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$412K
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$397K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$1.78M 17,072 -756 -4%
Morgan Stanley
2
Morgan Stanley
New York
$1.36M 13,018 +6,503 +100%
LPL Financial
3
LPL Financial
California
$982K 9,403 -471 -5%
9WM
4
9258 Wealth Management
Ohio
$733K 7,020 +503 +8%
CIA
5
Caerus Investment Advisors
Texas
$618K 5,920 +5,920 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$412K 3,947 -326 -8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$405K 3,877 +18 +0.5%
PCIA
8
Prime Capital Investment Advisors
Kansas
$397K 3,801 -24 -0.6%
PAG
9
Private Advisor Group
New Jersey
$373K 3,575 -1,500 -30%
AA
10
Ancora Advisors
Ohio
$317K 3,035 – –
IF
11
Intrua Financial
Texas
$310K 2,966 – –
Citadel Advisors
12
Citadel Advisors
Florida
$244K 2,337 +2,337 New
WANY
13
Wealthspire Advisors (New York)
New York
$202K 1,931 +1,931 New
Wells Fargo
14
Wells Fargo
California
$52.3K 500 – –
PA
15
Parallel Advisors
California
$50.2K 480 +6 +1%
UBS Group
16
UBS Group
Switzerland
$43K 412 +98 +31%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$34K 324 – –
PS
18
Principal Securities
Iowa
$29.1K 279 +279 New
WIM
19
Westside Investment Management
California
$27.9K 267 – –
SPIA
20
Steward Partners Investment Advisory
New York
$20.9K 200 – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$19K 185 – –
FCAS
22
First Command Advisory Services
Texas
$836 8 +8 New
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –