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AdvisorShares Dorsey Wright ADR ETF
AADR

29 hedge funds and large institutions have $19.2M invested in AdvisorShares Dorsey Wright ADR ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

6.53% more ownership

Funds ownership: 36.08% → 42.61% (+6.5%)

4% more funds holding

Funds holding: 28 → 29 (+1)

18% less capital invested

Capital invested by funds: $23.3M → $19.2M (-$4.15M)

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
+$3.68M
2
LPL Financial
LPL Financial
California
+$2.39M
3
Jane Street
Jane Street
New York
+$536K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$407K
5
Two Sigma Investments
Two Sigma Investments
New York
+$404K

Top Sellers

Rank Fund Capital Flow
1
BCM
Barometer Capital Management
Ontario, Canada
-$10.1M
2
MWM
MinichMacGregor Wealth Management
New York
-$280K
3
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
-$201K
4
VF
Virtu Financial
New York
-$119K
5
CT
Colonial Trust
South Carolina
-$106K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$3.52M +$2.39M +26,561 +160%
IWC
2
Integrated Wealth Concepts
Massachusetts
$3.35M +$3.68M +40,989 New
Morgan Stanley
3
Morgan Stanley
New York
$2.84M -$88.3K -983 -3%
Raymond James Financial
4
Raymond James Financial
Florida
$2.34M +$136K +1,510 +6%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.29M +$170K +1,888 +14%
VF
6
Virtu Financial
New York
$707K -$119K -1,322 -13%
PFS
7
Prospera Financial Services
Texas
$609K +$22.7K +253 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$589K -$54.6K -608 -8%
Truist Financial
9
Truist Financial
North Carolina
$589K -$54.6K -608 -8%
Jane Street
10
Jane Street
New York
$487K +$536K +5,966 New
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$392K +$107K +1,193 +33%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$369K +$407K +4,525 New
Two Sigma Investments
13
Two Sigma Investments
New York
$367K +$404K +4,500 New
WP
14
WealthShield Partners
North Carolina
$364K +$93.9K +1,045 +31%
SAM
15
Strategy Asset Managers
California
$277K -$27K -300 -8%
EH
16
Equitable Holdings
New York
$267K +$180 +2 +0.1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$235K +$258K +2,873 New
ACA
18
Aptus Capital Advisors
Alabama
$190K – – –
FFA
19
Farther Finance Advisors
California
$185K – – –
KFAS
20
Keating Financial Advisory Services
Kansas
$60.3K +$6.65K +74 +11%
AP
21
Advisortrust Partners
North Carolina
$59.5K +$65.5K +729 New
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.7K – – –
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$20.5K – – –
SA
24
Scarborough Advisors
Maryland
$3.69K – – –
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$2.86K – – –
1
2

AADR Hedge Fund Activity: Q1 2026 in Review

29 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright ADR ETF (AADR) for Q1 2026, worth a combined $19.2M — down 18% from $23.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AADR positions and 6 closed out — a net gain of 1 holder — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $3.68M. The largest seller was Barometer Capital Management, exiting entirely with an estimated $10.1M sold.

  • 29 institutional investors held AdvisorShares Dorsey Wright ADR ETF (AADR) as of Q1 2026, up from 28 in Q4 2025.
  • Funds reported $19.2M of AdvisorShares Dorsey Wright ADR ETF stock for Q1 2026, down 18% quarter-over-quarter.
  • 7 funds opened new AdvisorShares Dorsey Wright ADR ETF positions in Q1 2026 and 6 closed out, a net change of +1 holder.
  • The largest AdvisorShares Dorsey Wright ADR ETF buyer in Q1 2026 was Integrated Wealth Concepts, an estimated $3.68M added.
  • The largest AdvisorShares Dorsey Wright ADR ETF seller in Q1 2026 was Barometer Capital Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2026.