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AdvisorShares Insider Advantage ETF
SURE

Overview Fund Activity

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
Holders
24
Holders Change
–
Holders Change %
0%
% of All Funds
0.33%
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
–

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$403K
2
Citadel Advisors
Citadel Advisors
Florida
+$181K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$98.7K
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$73.7K
5
LPL Financial
LPL Financial
California
+$56.5K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$584K
2
Raymond James Financial
Raymond James Financial
Florida
-$57.8K
3
Morgan Stanley
Morgan Stanley
New York
-$5.13K
4
ADL
Asset Dedication LLC
California
-$1.51K
5
UBS Group
UBS Group
Switzerland
-$1K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.03M +$56.5K +507 +6%
Morgan Stanley
2
Morgan Stanley
New York
$788K -$5.13K -46 -0.6%
CIA
3
Caerus Investment Advisors
Texas
$660K – – –
WA
4
Waverly Advisors
Alabama
$633K +$45.9K +412 +8%
Raymond James Financial
5
Raymond James Financial
Florida
$451K -$57.8K -518 -11%
SWM
6
Silverlake Wealth Management
Vermont
$450K +$11K +99 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$421K – – –
Citadel Advisors
8
Citadel Advisors
Florida
$409K +$181K +1,624 +80%
PCIA
9
Prime Capital Investment Advisors
Kansas
$403K +$403K +3,611 New
PAG
10
Private Advisor Group
New Jersey
$399K – – –
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$375K +$98.7K +885 +36%
AA
12
Ancora Advisors
Ohio
$313K – – –
WANY
13
Wealthspire Advisors (New York)
New York
$215K – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$212K -$584K -5,234 -73%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$73.7K +$73.7K +666 New
PA
16
Parallel Advisors
California
$53.9K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$43K +$43K +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 -$1K -9 -14%
Wells Fargo
24
Wells Fargo
California
$80 -$80 -1 -50%
ADL
25
Asset Dedication LLC
California
– -$1.51K -13 Closed
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