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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$636K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$247K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$28.1K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$27.7K |
| 5 |
LPL Financial
San Diego,
California
|
+$3.99K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$60.4K |
| 2 |
SWM
Silverlake Wealth Management
Williston,
Vermont
|
-$17.8K |
SURE Hedge Fund Activity: Q4 2024 in Review
24 of the 7,607 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.