AdvisorShares Dorsey Wright ADR ETF
AADR
27 hedge funds and large institutions have $15.4M invested in AdvisorShares Dorsey Wright ADR ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
15% more capital invested
Capital invested by funds: $13.4M → $15.4M (+$2.01M)
13% more funds holding
Funds holding: 24 → 27 (+3)
3.25% less ownership
Funds ownership: 36.12% → 32.87% (-3.2%)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$897K |
| 2 |
LPL Financial
San Diego,
California
|
+$756K |
| 3 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$334K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$220K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$211K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$402K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$259K |
| 3 |
CA
Claro Advisors
Boston,
Massachusetts
|
-$206K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$148K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$142K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
26
NewEdge Advisors
New Orleans,
Louisiana
| $1.58K | – | – | – |
|
27
JP Morgan Chase
New York
| $615 | – | – | – |
|
|
BCM
28
Barometer Capital Management
Toronto,
Ontario, Canada
| – | -$402K | -5,400 | Closed |
|
|
29
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$259K | -3,485 | Closed |
|
|
CA
30
Claro Advisors
Boston,
Massachusetts
| – | -$206K | -2,772 | Closed |
|
31
UBS Group
Zurich,
Switzerland
| – | -$50.4K | -677 | Closed |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$21.9K | -294 | Closed |
|
AADR Hedge Fund Activity: Q2 2025 in Review
27 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright ADR ETF (AADR) for Q2 2025, worth a combined $15.4M — up 15% from $13.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AADR positions and 5 closed out — a net gain of 3 holders — while 4 added to existing stakes and 9 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $897K. The largest seller was Barometer Capital Management, exiting entirely with an estimated $402K sold.
- 27 institutional investors held AdvisorShares Dorsey Wright ADR ETF (AADR) as of Q2 2025, up from 24 in Q1 2025.
- Funds reported $15.4M of AdvisorShares Dorsey Wright ADR ETF stock for Q2 2025, up 15% quarter-over-quarter.
- 8 funds opened new AdvisorShares Dorsey Wright ADR ETF positions in Q2 2025 and 5 closed out, a net change of +3 holders.
- The largest AdvisorShares Dorsey Wright ADR ETF buyer in Q2 2025 was Integrated Wealth Concepts, an estimated $897K added.
- The largest AdvisorShares Dorsey Wright ADR ETF seller in Q2 2025 was Barometer Capital Management, an estimated $402K sold.
Based on aggregated 13F filings for Q2 2025.