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AdvisorShares Insider Advantage ETF
SURE

Overview Fund Activity

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.

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
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$520K
2
Citadel Advisors
2
Citadel Advisors
Florida
$389K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.05M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$508K
5
Wells Fargo
5
Wells Fargo
California
$93.6K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$761K
2
IF
2
Intrua Financial
Texas
$0
3
UBS Group
3
UBS Group
Switzerland
$5.73K
4
AA
4
Ancora Advisors
Ohio
$329K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$2.05M 17,562 +490 +3%
LPL Financial
2
LPL Financial
California
$1.08M 9,246 -157 -2%
9WM
3
9258 Wealth Management
Ohio
$821K 7,020 – –
Morgan Stanley
4
Morgan Stanley
New York
$761K 6,509 -6,509 -50%
CIA
5
Caerus Investment Advisors
Texas
$692K 5,920 – –
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$520K 4,446 +4,446 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$508K 4,347 +400 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$453K 3,877 – –
PCIA
9
Prime Capital Investment Advisors
Kansas
$427K 3,656 -145 -4%
PAG
10
Private Advisor Group
New Jersey
$418K 3,575 – –
Citadel Advisors
11
Citadel Advisors
Florida
$389K 3,331 +994 +43%
AA
12
Ancora Advisors
Ohio
$329K 2,810 -225 -7%
WANY
13
Wealthspire Advisors (New York)
New York
$226K 1,931 – –
Wells Fargo
14
Wells Fargo
California
$93.6K 800 +300 +60%
PA
15
Parallel Advisors
California
$56.1K 480 – –
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$38K 324 – –
PS
17
Principal Securities
Iowa
$32.6K 279 – –
WIM
18
Westside Investment Management
California
$31.2K 267 – –
SPIA
19
Steward Partners Investment Advisory
New York
$23.4K 200 – –
GRP
20
Global Retirement Partners
California
$11.7K 100 +100 New
UBS Group
21
UBS Group
Switzerland
$5.73K 49 -363 -88%
IF
22
Intrua Financial
Texas
– – -2,966 Closed
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
– – -185 Closed
FCAS
24
First Command Advisory Services
Texas
– – -8 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –