We are live on ! Find out more
SURE icon

AdvisorShares Insider Advantage ETF
SURE

18 hedge funds and large institutions have $6.61M invested in AdvisorShares Insider Advantage ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.8% less ownership

Funds ownership: 17.84% → 14.04% (-3.8%)

14% less funds holding

Funds holding: 21 → 18 (-3)

26% less capital invested

Capital invested by funds: $8.97M → $6.61M (-$2.36M)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWM
Silverlake Wealth Management
Vermont
+$446K
2
Morgan Stanley
Morgan Stanley
New York
+$69.5K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.11M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$520K
3
PCIA
Prime Capital Investment Advisors
Kansas
-$427K
4
Citadel Advisors
Citadel Advisors
Florida
-$389K
5
LPL Financial
LPL Financial
California
-$69.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$967K -$69.2K -613 -7%
Osaic Holdings
2
Osaic Holdings
Arizona
$870K -$1.11M -9,798 -56%
Morgan Stanley
3
Morgan Stanley
New York
$798K +$69.5K +616 +9%
9WM
4
9258 Wealth Management
Ohio
$786K – – –
CIA
5
Caerus Investment Advisors
Texas
$663K – – –
RJFSA
6
Raymond James Financial Services Advisors
Florida
$487K – – –
SWM
7
Silverlake Wealth Management
Vermont
$443K +$446K +3,954 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$421K -$13.7K -121 -3%
PAG
9
Private Advisor Group
New Jersey
$400K – – –
AA
10
Ancora Advisors
Ohio
$315K – – –
WANY
11
Wealthspire Advisors (New York)
New York
$216K – – –
Wells Fargo
12
Wells Fargo
California
$56.1K -$33.7K -299 -37%
PA
13
Parallel Advisors
California
$53.8K – – –
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$36K – – –
PS
15
Principal Securities
Iowa
$31.2K – – –
WIM
16
Westside Investment Management
California
$29.9K – – –
SPIA
17
Steward Partners Investment Advisory
New York
$22.4K – – –
GRP
18
Global Retirement Partners
California
$11.2K – – –
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
– -$520K -4,446 Closed
PCIA
20
Prime Capital Investment Advisors
Kansas
– -$427K -3,656 Closed
Citadel Advisors
21
Citadel Advisors
Florida
– -$389K -3,331 Closed
UBS Group
22
UBS Group
Switzerland
– -$5.73K -49 Closed

SURE Hedge Fund Activity: Q2 2024 in Review

18 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q2 2024, worth a combined $6.61M — down 26% from $8.97M a quarter earlier.

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

The largest buyer was Silverlake Wealth Management, opening a new position worth an estimated $446K. The largest seller was Osaic Holdings, cutting an estimated $1.11M.

  • 18 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q2 2024, down from 21 in Q1 2024.
  • Funds reported $6.61M of AdvisorShares Insider Advantage ETF stock for Q2 2024, down 26% quarter-over-quarter.
  • 1 fund opened new AdvisorShares Insider Advantage ETF positions in Q2 2024 and 4 closed out, a net change of -3 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q2 2024 was Silverlake Wealth Management, an estimated $446K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q2 2024 was Osaic Holdings, an estimated $1.11M sold.

Based on aggregated 13F filings for Q2 2024.