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AdvisorShares Insider Advantage ETF

24 hedge funds and large institutions have $7.08M invested in AdvisorShares Insider Advantage ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

0.55% more ownership

Funds ownership: 14.93%15.49% (+0.55%)

0% more funds holding

Funds holding: 2424 (0)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

1% less capital invested

Capital invested by funds: $7.13M → $7.08M (-$45.7K)

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.03M +$59.1K +507 +6%
Morgan Stanley
2
Morgan Stanley
New York
$788K -$5.36K -46 -0.6%
CIA
3
Caerus Investment Advisors
Texas
$660K
WA
4
Waverly Advisors
Alabama
$633K +$48K +412 +8%
Raymond James Financial
5
Raymond James Financial
Florida
$451K -$60.4K -518 -11%
SWM
6
Silverlake Wealth Management
Vermont
$450K +$11.5K +99 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$421K
Citadel Advisors
8
Citadel Advisors
Florida
$409K +$189K +1,624 +80%
PCIA
9
Prime Capital Investment Advisors
Kansas
$403K +$421K +3,611 New
PAG
10
Private Advisor Group
New Jersey
$399K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$375K +$103K +885 +36%
AA
12
Ancora Advisors
Ohio
$313K
WANY
13
Wealthspire Advisors (New York)
New York
$215K
Osaic Holdings
14
Osaic Holdings
Arizona
$212K -$610K -5,234 -73%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$73.7K +$77.6K +666 New
PA
16
Parallel Advisors
California
$53.9K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$43K +$44.5K +382 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$36K
PS
19
Principal Securities
Iowa
$32.7K
WIM
20
Westside Investment Management
California
$29.8K
FFA
21
Farther Finance Advisors
California
$29.7K
SPIA
22
Steward Partners Investment Advisory
New York
$22.3K
UBS Group
23
UBS Group
Switzerland
$6.02K -$1.05K -9 -14%
Wells Fargo
24
Wells Fargo
California
$80 -$117 -1 -50%
ADL
25
Asset Dedication LLC
California
-$1.51K -13 Closed

SURE Hedge Fund Activity: Q1 2025 in Review

24 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q1 2025, worth a combined $7.08M — down 0.64% from $7.13M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SURE positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $421K. The largest seller was Osaic Holdings, cutting an estimated $610K.

  • 24 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $7.08M of AdvisorShares Insider Advantage ETF stock for Q1 2025, down 0.64% quarter-over-quarter.
  • 3 funds opened new AdvisorShares Insider Advantage ETF positions in Q1 2025 and 2 closed out, a net change of +1 holder.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q1 2025 was Prime Capital Investment Advisors, an estimated $421K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q1 2025 was Osaic Holdings, an estimated $610K sold.

Based on aggregated 13F filings for Q1 2025.