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AdvisorShares Insider Advantage ETF

20 hedge funds and large institutions have $7.44M invested in AdvisorShares Insider Advantage ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

5% more capital invested

Capital invested by funds: $7.05M → $7.44M (+$381K)

0.2% more ownership

Funds ownership: 15.01%15.21% (+0.2%)

9% less funds holding

Funds holding: 2220 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.04M -$58.3K -482 -5%
Morgan Stanley
2
Morgan Stanley
New York
$923K +$96.7K +800 +12%
WA
3
Waverly Advisors
Alabama
$764K +$10.4K +86 +1%
CIA
4
Caerus Investment Advisors
Texas
$733K
Osaic Holdings
5
Osaic Holdings
Arizona
$589K
SWM
6
Silverlake Wealth Management
Vermont
$475K -$23.7K -196 -5%
Raymond James Financial
7
Raymond James Financial
Florida
$435K -$363 -3 -0.1%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$434K +$159K +1,312 +60%
PAG
9
Private Advisor Group
New Jersey
$399K
AA
10
Ancora Advisors
Ohio
$348K
WANY
11
Wealthspire Advisors (New York)
New York
$239K
FTUS
12
Flow Traders U.S.
New York
$235K +$230K +1,903 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$210K -$249K -2,062 -55%
PCIA
14
Prime Capital Investment Advisors
Kansas
$200K +$196K +1,618 New
Jones Financial Companies
15
Jones Financial Companies
Missouri
$180K +$85.9K +711 +97%
UBS Group
16
UBS Group
Switzerland
$67.8K +$66.2K +548 New
PA
17
Parallel Advisors
California
$59.8K
SPIA
18
Steward Partners Investment Advisory
New York
$49.5K +$24.2K +200 +100%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$40K
GRP
20
Global Retirement Partners
California
$12.4K
Wells Fargo
21
Wells Fargo
California
$2 -$121 -1 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-$380K -3,233 Closed
AAS
23
Ameritas Advisory Services
Nebraska
-$72.8K -620 Closed
WIM
24
Westside Investment Management
California
-$31.4K -267 Closed
FFA
25
Farther Finance Advisors
California
-$31.1K -265 Closed

SURE Hedge Fund Activity: Q3 2025 in Review

20 of the 7,629 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q3 2025, worth a combined $7.44M — up 5.4% from $7.05M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SURE and 3 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 5 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $230K. The largest seller was Citadel Advisors, exiting entirely with an estimated $380K sold.

  • 20 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q3 2025, down from 22 in Q2 2025.
  • Funds reported $7.44M of AdvisorShares Insider Advantage ETF stock for Q3 2025, up 5.4% quarter-over-quarter.
  • 3 funds opened new AdvisorShares Insider Advantage ETF positions in Q3 2025 and 5 closed out, a net change of -2 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q3 2025 was Flow Traders U.S., an estimated $230K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q3 2025 was Citadel Advisors, an estimated $380K sold.

Based on aggregated 13F filings for Q3 2025.