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AdvisorShares Dorsey Wright ADR ETF
AADR

Overview Fund Activity

37 hedge funds and large institutions have $61.7M invested in AdvisorShares Dorsey Wright ADR ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+13
Holders Change %
+54.17%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
16
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$17.2M
2
UBS Group
UBS Group
Switzerland
$3.94M
3
LPL Financial
LPL Financial
California
$4.78M
4
Stifel Financial
Stifel Financial
Missouri
$4.85M
5
DC
Davenport & Co
Virginia
$1.28M

Top Sellers

1
VF
Virtu Financial
New York
$494K
2
PAG
Private Advisory Group
Washington
$304K
3
SI
SII Investments
Wisconsin
$0
4
CA
Cetera Advisors
Colorado
$532K
5
Baird Financial Group
Baird Financial Group
Wisconsin
$843K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisory Group
Washington
$304K -$514K -8,742 -63%
LWAC
27
Laurel Wealth Advisors (California)
California
$278K +$278K +4,727 New
APA
28
American Portfolios Advisors
New York
$156K +$156K +2,644 New
MWM
29
MinichMacGregor Wealth Management
New York
$138K +$86.1K +1,466 +166%
Wells Fargo
30
Wells Fargo
California
$135K +$135K +2,294 New
FANJ
31
Financial Architects (New Jersey)
New Jersey
$104K +$104K +1,773 New
RFA
32
Reilly Financial Advisors
California
$88K – – –
SWP
33
Stratos Wealth Partners
Ohio
$35K +$35K +592 New
FFC
34
First Financial Corp
Indiana
$29K +$29K +500 New
WEC
35
Winslow Evans & Crocker
Massachusetts
$23.5K +$23.5K +400 New
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K – – –
SI
37
SII Investments
Wisconsin
– -$411K -7,364 Closed
1
2