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AdvisorShares Insider Advantage ETF
SURE

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.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

14% more funds holding

Funds holding: 21 → 24 (+3)

2% more capital invested

Capital invested by funds: $7M → $7.13M (+$125K)

0.59% more ownership

Funds ownership: 14.35% → 14.93% (+0.59%)

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

Rank Fund Capital Flow
1
WA
Waverly Advisors
Alabama
+$636K
2
Citadel Advisors
Citadel Advisors
Florida
+$247K
3
Osaic Holdings
Osaic Holdings
Arizona
+$28.1K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$27.7K
5
LPL Financial
LPL Financial
California
+$3.99K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$60.4K
2
SWM
Silverlake Wealth Management
Vermont
-$17.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$1.01M +$3.99K +33 +0.4%
Osaic Holdings
2
Osaic Holdings
Arizona
$830K +$28.1K +232 +3%
Morgan Stanley
3
Morgan Stanley
New York
$828K +$968 +8 +0.1%
CIA
4
Caerus Investment Advisors
Texas
$689K – – –
WA
5
Waverly Advisors
Alabama
$612K +$636K +5,260 New
Raymond James Financial
6
Raymond James Financial
Florida
$531K +$552K +4,561 New
SWM
7
Silverlake Wealth Management
Vermont
$458K -$17.8K -147 -4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$440K +$2.3K +19 +0.5%
PAG
9
Private Advisor Group
New Jersey
$416K – – –
AA
10
Ancora Advisors
Ohio
$327K – – –
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$288K +$27.7K +229 +10%
Citadel Advisors
12
Citadel Advisors
Florida
$238K +$247K +2,041 New
WANY
13
Wealthspire Advisors (New York)
New York
$225K – – –
PA
14
Parallel Advisors
California
$56.3K +$363 +3 +0.6%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$38K – – –
PS
16
Principal Securities
Iowa
$32.7K +$242 +2 +0.7%
WIM
17
Westside Investment Management
California
$31.1K – – –
FFA
18
Farther Finance Advisors
California
$30.8K – – –
SPIA
19
Steward Partners Investment Advisory
New York
$23.3K – – –
GRP
20
Global Retirement Partners
California
$11.6K – – –
UBS Group
21
UBS Group
Switzerland
$7.33K +$2.18K +18 +40%
ADL
22
Asset Dedication LLC
California
$1.51K +$1.57K +13 New
Wells Fargo
23
Wells Fargo
California
$199 -$60.4K -499 -100%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$116 +$121 +1 New

SURE Hedge Fund Activity: Q4 2024 in Review

24 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q4 2024, worth a combined $7.13M — up 1.8% from $7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SURE positions and 0 closed out — a net gain of 5 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Waverly Advisors, opening a new position worth an estimated $636K. The largest seller was Wells Fargo, cutting an estimated $60.4K.

  • 24 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q4 2024, up from 21 in Q3 2024.
  • Funds reported $7.13M of AdvisorShares Insider Advantage ETF stock for Q4 2024, up 1.8% quarter-over-quarter.
  • 5 funds opened new AdvisorShares Insider Advantage ETF positions in Q4 2024 and 0 closed out, a net change of +5 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q4 2024 was Waverly Advisors, an estimated $636K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q4 2024 was Wells Fargo, an estimated $60.4K sold.

Based on aggregated 13F filings for Q4 2024.