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AdvisorShares Dorsey Wright ADR ETF

27 hedge funds and large institutions have $31.7M invested in AdvisorShares Dorsey Wright ADR ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

10% more capital invested

Capital invested by funds: $28.8M → $31.7M (+$2.89M)

4% more funds holding

Funds holding: 2627 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.73% less ownership

Funds ownership: 43.56%41.84% (-1.7%)

69% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 16

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
5
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
26
Reilly Financial Advisors
California
$79K
DAS
27
Dynamic Advisor Solutions
Arizona
-$210K -5,213 Closed
AIC
28
Ameritas Investment Company
Nebraska
-$2K -42 Closed

AADR Hedge Fund Activity: Q2 2020 in Review

27 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright ADR ETF (AADR) for Q2 2020, worth a combined $31.7M — up 10% from $28.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new AADR positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 16 trimmed.

The largest buyer was Concentrum Wealth Management, opening a new position worth an estimated $204K. The largest seller was Citadel Advisors, cutting an estimated $1.28M.

  • 27 institutional investors held AdvisorShares Dorsey Wright ADR ETF (AADR) as of Q2 2020, up from 26 in Q1 2020.
  • Funds reported $31.7M of AdvisorShares Dorsey Wright ADR ETF stock for Q2 2020, up 10% quarter-over-quarter.
  • 3 funds opened new AdvisorShares Dorsey Wright ADR ETF positions in Q2 2020 and 2 closed out, a net change of +1 holder.
  • The largest AdvisorShares Dorsey Wright ADR ETF buyer in Q2 2020 was Concentrum Wealth Management, an estimated $204K added.
  • The largest AdvisorShares Dorsey Wright ADR ETF seller in Q2 2020 was Citadel Advisors, an estimated $1.28M sold.

Based on aggregated 13F filings for Q2 2020.