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AdvisorShares Insider Advantage ETF
SURE

21 hedge funds and large institutions have $7M invested in AdvisorShares Insider Advantage ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding

Funds holding: 18 → 21 (+3)

6% more capital invested

Capital invested by funds: $6.61M → $7M (+$395K)

0.3% more ownership

Funds ownership: 14.04% → 14.35% (+0.3%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$257K
2
FFA
Farther Finance Advisors
California
+$30.3K
3
SWM
Silverlake Wealth Management
Vermont
+$15K
4
UBS Group
UBS Group
Switzerland
+$5.14K
5
LPL Financial
LPL Financial
California
+$3.43K

Top Sellers

Rank Fund Capital Flow
1
9WM
9258 Wealth Management
Ohio
-$228K
2
Osaic Holdings
Osaic Holdings
Arizona
-$98.8K
3
Morgan Stanley
Morgan Stanley
New York
-$2.28K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$1.03M +$3.43K +30 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$846K -$2.28K -20 -0.3%
Osaic Holdings
3
Osaic Holdings
Arizona
$821K -$98.8K -865 -11%
CIA
4
Caerus Investment Advisors
Texas
$705K – – –
9WM
5
9258 Wealth Management
Ohio
$598K -$228K -2,000 -28%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$517K – – –
SWM
7
Silverlake Wealth Management
Vermont
$486K +$15K +131 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$447K +$114 +1 +0%
PAG
9
Private Advisor Group
New Jersey
$426K – – –
AA
10
Ancora Advisors
Ohio
$335K – – –
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$267K +$257K +2,247 New
WANY
12
Wealthspire Advisors (New York)
New York
$230K – – –
Wells Fargo
13
Wells Fargo
California
$59.6K – – –
PA
14
Parallel Advisors
California
$57.1K – – –
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$39K – – –
PS
16
Principal Securities
Iowa
$33.2K – – –
WIM
17
Westside Investment Management
California
$31.8K – – –
FFA
18
Farther Finance Advisors
California
$31.5K +$30.3K +265 New
SPIA
19
Steward Partners Investment Advisory
New York
$23.8K – – –
GRP
20
Global Retirement Partners
California
$11.9K – – –
UBS Group
21
UBS Group
Switzerland
$5.36K +$5.14K +45 New

SURE Hedge Fund Activity: Q3 2024 in Review

21 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q3 2024, worth a combined $7M — up 6% from $6.61M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SURE positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $257K. The largest seller was 9258 Wealth Management, cutting an estimated $228K.

  • 21 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q3 2024, up from 18 in Q2 2024.
  • Funds reported $7M of AdvisorShares Insider Advantage ETF stock for Q3 2024, up 6% quarter-over-quarter.
  • 3 funds opened new AdvisorShares Insider Advantage ETF positions in Q3 2024 and 0 closed out, a net change of +3 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $257K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q3 2024 was 9258 Wealth Management, an estimated $228K sold.

Based on aggregated 13F filings for Q3 2024.