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AdvisorShares Dorsey Wright ADR ETF

36 hedge funds and large institutions have $38.9M invested in AdvisorShares Dorsey Wright ADR ETF in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.66% less ownership

Funds ownership: 45.06%39.41% (-5.7%)

12% less funds holding

Funds holding: 4136 (-5)

47% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 17

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

71% less capital invested

Capital invested by funds: $134M → $38.9M (-$94.6M)

Holders
36
Holders Change
-5
Holders Change %
-12.2%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
9
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$101K -$21.1K -463 -16%
RFA
27
Reilly Financial Advisors
California
$60K
LWCFA
28
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51K
AIC
29
Ameritas Investment Company
Nebraska
$50K +$56.7K +1,244 New
NFG
30
Next Financial Group
Texas
$26K +$29.2K +641 New
MOS
31
MGO One Seven
Ohio
$26K +$30.4K +666 New
Bank of America
32
Bank of America
North Carolina
$24K +$22.7K +498 +488%
APA
33
American Portfolios Advisors
New York
$6.69K -$5.97K -131 -44%
CF
34
Centaurus Financial
California
$4 +$7.52K +165 +4,125%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
-$808K -15,027 Closed
BAAM
36
Baker Avenue Asset Management
California
-$322K -5,992 Closed
LWAC
37
Laurel Wealth Advisors (California)
California
-$248K -4,619 Closed
SFS
38
Summit Financial Strategies
Ohio
-$235K -4,379 Closed
PAG
39
Private Advisor Group
New Jersey
-$232K -4,318 Closed
CA
40
Cetera Advisors
Colorado
-$214K -4,003 Closed
Ameriprise
41
Ameriprise
Minnesota
-$45.6M -848 Closed
SWP
42
Stratos Wealth Partners
Ohio
-$34K -636 Closed
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
-$17K -324 Closed
FANJ
44
Financial Architects (New Jersey)
New Jersey
-$14K -264 Closed

AADR Hedge Fund Activity: Q4 2018 in Review

36 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright ADR ETF (AADR) for Q4 2018, worth a combined $38.9M — down 71% from $134M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of AADR and 5 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 9 added.

The largest buyer was Citadel Advisors, adding an estimated $1.81M. The largest seller was Ameriprise, exiting entirely with an estimated $45.6M sold.

  • 36 institutional investors held AdvisorShares Dorsey Wright ADR ETF (AADR) as of Q4 2018, down from 41 in Q3 2018.
  • Funds reported $38.9M of AdvisorShares Dorsey Wright ADR ETF stock for Q4 2018, down 71% quarter-over-quarter.
  • 5 funds opened new AdvisorShares Dorsey Wright ADR ETF positions in Q4 2018 and 10 closed out, a net change of -5 holders.
  • The largest AdvisorShares Dorsey Wright ADR ETF buyer in Q4 2018 was Citadel Advisors, an estimated $1.81M added.
  • The largest AdvisorShares Dorsey Wright ADR ETF seller in Q4 2018 was Ameriprise, an estimated $45.6M sold.

Based on aggregated 13F filings for Q4 2018.