AdvisorShares Insider Advantage ETF
SURE
22 hedge funds and large institutions have $7.74M invested in AdvisorShares Insider Advantage ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 0 closing their positions.
29% more funds holding
Funds holding: 17 → 22 (+5)
24% more capital invested
Capital invested by funds: $6.26M → $7.74M (+$1.48M)
2.21% more ownership
Funds ownership: 15.01% → 17.22% (+2.2%)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Caerus Investment Advisors
West Lake Hills,
Texas
|
+$577K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$228K |
| 3 |
WANY
Wealthspire Advisors (New York)
New York
|
+$188K |
| 4 |
9WM
9258 Wealth Management
Blue Ash,
Ohio
|
+$49K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$9.55K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$146K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$73.7K |
| 3 |
LPL Financial
San Diego,
California
|
-$45.9K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$31.8K |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$2.34K |
SURE Hedge Fund Activity: Q4 2023 in Review
22 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q4 2023, worth a combined $7.74M — up 24% from $6.26M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SURE positions and 0 closed out — a net gain of 5 holders — while 4 added to existing stakes and 6 trimmed.
The largest buyer was Caerus Investment Advisors, opening a new position worth an estimated $577K. The largest seller was Private Advisor Group, cutting an estimated $146K.
- 22 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q4 2023, up from 17 in Q3 2023.
- Funds reported $7.74M of AdvisorShares Insider Advantage ETF stock for Q4 2023, up 24% quarter-over-quarter.
- 5 funds opened new AdvisorShares Insider Advantage ETF positions in Q4 2023 and 0 closed out, a net change of +5 holders.
- The largest AdvisorShares Insider Advantage ETF buyer in Q4 2023 was Caerus Investment Advisors, an estimated $577K added.
- The largest AdvisorShares Insider Advantage ETF seller in Q4 2023 was Private Advisor Group, an estimated $146K sold.
Based on aggregated 13F filings for Q4 2023.