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AdvisorShares Insider Advantage ETF

22 hedge funds and large institutions have $7.05M invested in AdvisorShares Insider Advantage ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $7.08M → $7.05M (-$26.8K)

0.47% less ownership

Funds ownership: 15.49%15.01% (-0.47%)

8% less funds holding

Funds holding: 2422 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.05M -$32.4K -291 -3%
Morgan Stanley
2
Morgan Stanley
New York
$782K -$45.6K -409 -6%
WA
3
Waverly Advisors
Alabama
$715K +$46.5K +417 +7%
CIA
4
Caerus Investment Advisors
Texas
$695K
Osaic Holdings
5
Osaic Holdings
Arizona
$560K +$319K +2,864 +151%
SWM
6
Silverlake Wealth Management
Vermont
$474K
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$442K -$1.89K -17 -0.5%
Raymond James Financial
8
Raymond James Financial
Florida
$413K -$58.5K -525 -13%
Citadel Advisors
9
Citadel Advisors
Florida
$380K -$48.1K -432 -12%
PAG
10
Private Advisor Group
New Jersey
$379K -$39K -350 -10%
AA
11
Ancora Advisors
Ohio
$330K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$258K -$130K -1,163 -35%
WANY
13
Wealthspire Advisors (New York)
New York
$227K
Jones Financial Companies
14
Jones Financial Companies
Missouri
$85.8K +$7.36K +66 +10%
AAS
15
Ameritas Advisory Services
Nebraska
$72.8K +$69.1K +620 New
PA
16
Parallel Advisors
California
$56.8K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$38K
WIM
18
Westside Investment Management
California
$31.4K
FFA
19
Farther Finance Advisors
California
$31.1K
SPIA
20
Steward Partners Investment Advisory
New York
$23.5K
GRP
21
Global Retirement Partners
California
$11.7K +$11.1K +100 New
Wells Fargo
22
Wells Fargo
California
$84
PCIA
23
Prime Capital Investment Advisors
Kansas
-$403K -3,611 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
-$43K -382 Closed
PS
25
Principal Securities
Iowa
-$32.7K -281 Closed

SURE Hedge Fund Activity: Q2 2025 in Review

22 of the 7,602 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q2 2025, worth a combined $7.05M — down 0.38% from $7.08M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SURE and 2 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 3 added.

The largest buyer was Osaic Holdings, adding an estimated $319K. The largest seller was Prime Capital Investment Advisors, exiting entirely with an estimated $403K sold.

  • 22 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q2 2025, down from 24 in Q1 2025.
  • Funds reported $7.05M of AdvisorShares Insider Advantage ETF stock for Q2 2025, down 0.38% quarter-over-quarter.
  • 2 funds opened new AdvisorShares Insider Advantage ETF positions in Q2 2025 and 4 closed out, a net change of -2 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q2 2025 was Osaic Holdings, an estimated $319K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q2 2025 was Prime Capital Investment Advisors, an estimated $403K sold.

Based on aggregated 13F filings for Q2 2025.