AdvisorShares Dorsey Wright ADR ETF
AADR
28 hedge funds and large institutions have $23.3M invested in AdvisorShares Dorsey Wright ADR ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 4 closing their positions.
30% more capital invested
Capital invested by funds: $17.9M → $23.3M (+$5.38M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
4% more funds holding
Funds holding: 27 → 28 (+1)
3.1% less ownership
Funds ownership: 39.18% → 36.08% (-3.1%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$3.44M |
| 2 |
VF
Virtu Financial
New York
|
+$847K |
| 3 |
LPL Financial
San Diego,
California
|
+$227K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$26.1K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$9.08K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$2.79M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.35M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$521K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$260K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$255K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
26
NewEdge Advisors
New Orleans,
Louisiana
| $1.73K | – | – | – |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $1.55K | +$1.53K | +18 | New |
|
28
JP Morgan Chase
New York
| $672 | – | – | – |
|
|
IWC
29
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$2.79M | -32,205 | Closed |
|
|
OIA
30
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$521K | -6,002 | Closed |
|
|
MC
31
McCarthy & Cox
Marysville,
Ohio
| – | -$202K | -2,334 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | -$87 | -1 | Closed |
|
AADR Hedge Fund Activity: Q4 2025 in Review
28 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright ADR ETF (AADR) for Q4 2025, worth a combined $23.3M — up 30% from $17.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AADR positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Barometer Capital Management, adding an estimated $3.44M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $2.79M sold.
- 28 institutional investors held AdvisorShares Dorsey Wright ADR ETF (AADR) as of Q4 2025, up from 27 in Q3 2025.
- Funds reported $23.3M of AdvisorShares Dorsey Wright ADR ETF stock for Q4 2025, up 30% quarter-over-quarter.
- 5 funds opened new AdvisorShares Dorsey Wright ADR ETF positions in Q4 2025 and 4 closed out, a net change of +1 holder.
- The largest AdvisorShares Dorsey Wright ADR ETF buyer in Q4 2025 was Barometer Capital Management, an estimated $3.44M added.
- The largest AdvisorShares Dorsey Wright ADR ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $2.79M sold.
Based on aggregated 13F filings for Q4 2025.