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AdvisorShares Insider Advantage ETF
SURE

Overview Fund Activity

24 hedge funds and large institutions have $7.13M invested in AdvisorShares Insider Advantage ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and closing their positions.

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Waverly Advisors
Alabama
$612K
2
Raymond James Financial
2
Raymond James Financial
Florida
$531K
3
Citadel Advisors
3
Citadel Advisors
Florida
$238K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$830K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$288K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$199
2
SWM
2
Silverlake Wealth Management
Vermont
$458K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.01M 8,696 +33 +0.4%
Osaic Holdings
2
Osaic Holdings
Arizona
$830K 7,131 +232 +3%
Morgan Stanley
3
Morgan Stanley
New York
$828K 7,113 +8 +0.1%
CIA
4
Caerus Investment Advisors
Texas
$689K 5,920 – –
WA
5
Waverly Advisors
Alabama
$612K 5,260 +5,260 New
Raymond James Financial
6
Raymond James Financial
Florida
$531K 4,561 +4,561 New
SWM
7
Silverlake Wealth Management
Vermont
$458K 3,938 -147 -4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$440K 3,776 +19 +0.5%
PAG
9
Private Advisor Group
New Jersey
$416K 3,575 – –
AA
10
Ancora Advisors
Ohio
$327K 2,810 – –
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$288K 2,476 +229 +10%
Citadel Advisors
12
Citadel Advisors
Florida
$238K 2,041 +2,041 New
WANY
13
Wealthspire Advisors (New York)
New York
$225K 1,931 – –
PA
14
Parallel Advisors
California
$56.3K 483 +3 +0.6%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$38K 324 – –
PS
16
Principal Securities
Iowa
$32.7K 281 +2 +0.7%
WIM
17
Westside Investment Management
California
$31.1K 267 – –
FFA
18
Farther Finance Advisors
California
$30.8K 265 – –
SPIA
19
Steward Partners Investment Advisory
New York
$23.3K 200 – –
GRP
20
Global Retirement Partners
California
$11.6K 100 – –
UBS Group
21
UBS Group
Switzerland
$7.33K 63 +18 +40%
ADL
22
Asset Dedication LLC
California
$1.51K 13 +13 New
Wells Fargo
23
Wells Fargo
California
$199 2 -499 -100%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$116 1 +1 New
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –