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AdvisorShares Insider Advantage ETF

21 hedge funds and large institutions have $8.97M invested in AdvisorShares Insider Advantage ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $8.42M → $8.97M (+$556K)

0.89% less ownership

Funds ownership: 18.73%17.84% (-0.89%)

5% less funds holding

Funds holding: 2221 (-1)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$2.05M +$53.1K +490 +3%
LPL Financial
2
LPL Financial
California
$1.08M -$17K -157 -2%
9WM
3
9258 Wealth Management
Ohio
$821K
Morgan Stanley
4
Morgan Stanley
New York
$761K -$705K -6,509 -50%
CIA
5
Caerus Investment Advisors
Texas
$692K
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$520K +$482K +4,446 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$508K +$43.3K +400 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$453K
PCIA
9
Prime Capital Investment Advisors
Kansas
$427K -$15.7K -145 -4%
PAG
10
Private Advisor Group
New Jersey
$418K
Citadel Advisors
11
Citadel Advisors
Florida
$389K +$108K +994 +43%
AA
12
Ancora Advisors
Ohio
$329K -$24.4K -225 -7%
WANY
13
Wealthspire Advisors (New York)
New York
$226K
Wells Fargo
14
Wells Fargo
California
$93.6K +$32.5K +300 +60%
PA
15
Parallel Advisors
California
$56.1K
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$38K
PS
17
Principal Securities
Iowa
$32.6K
WIM
18
Westside Investment Management
California
$31.2K
SPIA
19
Steward Partners Investment Advisory
New York
$23.4K
GRP
20
Global Retirement Partners
California
$11.7K +$10.8K +100 New
UBS Group
21
UBS Group
Switzerland
$5.73K -$39.3K -363 -88%
IF
22
Intrua Financial
Texas
-$310K -2,966 Closed
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
-$19K -185 Closed
FCAS
24
First Command Advisory Services
Texas
-$836 -8 Closed

SURE Hedge Fund Activity: Q1 2024 in Review

21 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q1 2024, worth a combined $8.97M — up 6.6% from $8.42M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of SURE and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 4 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $482K. The largest seller was Morgan Stanley, cutting an estimated $705K.

  • 21 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q1 2024, down from 22 in Q4 2023.
  • Funds reported $8.97M of AdvisorShares Insider Advantage ETF stock for Q1 2024, up 6.6% quarter-over-quarter.
  • 2 funds opened new AdvisorShares Insider Advantage ETF positions in Q1 2024 and 3 closed out, a net change of -1 holder.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $482K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q1 2024 was Morgan Stanley, an estimated $705K sold.

Based on aggregated 13F filings for Q1 2024.