AdvisorShares Dorsey Wright ADR ETF
AADR
29 hedge funds and large institutions have $19.2M invested in AdvisorShares Dorsey Wright ADR ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 6 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
6.53% more ownership
Funds ownership: 36.08% → 42.61% (+6.5%)
4% more funds holding
Funds holding: 28 → 29 (+1)
18% less capital invested
Capital invested by funds: $23.3M → $19.2M (-$4.15M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$3.68M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.39M |
| 3 |
Jane Street
New York
|
+$536K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$407K |
| 5 |
Two Sigma Investments
New York
|
+$404K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$10.1M |
| 2 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$280K |
| 3 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
-$201K |
| 4 |
VF
Virtu Financial
New York
|
-$119K |
| 5 |
CT
Colonial Trust
Spartanburg,
South Carolina
|
-$106K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $1.8K | – | – | – |
|
27
UBS Group
Zurich,
Switzerland
| $1.71K | +$1.89K | +21 | New |
|
|
NA
28
NewEdge Advisors
New Orleans,
Louisiana
| $1.63K | – | – | – |
|
29
JP Morgan Chase
New York
| $610 | – | – | – |
|
|
BCM
30
Barometer Capital Management
Toronto,
Ontario, Canada
| – | -$10.1M | -43,230 | Closed |
|
|
MWM
31
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$280K | -3,244 | Closed |
|
|
GWANC
32
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| – | -$201K | -2,328 | Closed |
|
|
CT
33
Colonial Trust
Spartanburg,
South Carolina
| – | -$106K | -1,234 | Closed |
|
34
Wells Fargo
San Francisco,
California
| – | -$44.5K | -516 | Closed |
|
|
SPIA
35
Steward Partners Investment Advisory
New York
| – | -$1.55K | -18 | Closed |
|
AADR Hedge Fund Activity: Q1 2026 in Review
29 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright ADR ETF (AADR) for Q1 2026, worth a combined $19.2M — down 18% from $23.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AADR positions and 6 closed out — a net gain of 1 holder — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $3.68M. The largest seller was Barometer Capital Management, exiting entirely with an estimated $10.1M sold.
- 29 institutional investors held AdvisorShares Dorsey Wright ADR ETF (AADR) as of Q1 2026, up from 28 in Q4 2025.
- Funds reported $19.2M of AdvisorShares Dorsey Wright ADR ETF stock for Q1 2026, down 18% quarter-over-quarter.
- 7 funds opened new AdvisorShares Dorsey Wright ADR ETF positions in Q1 2026 and 6 closed out, a net change of +1 holder.
- The largest AdvisorShares Dorsey Wright ADR ETF buyer in Q1 2026 was Integrated Wealth Concepts, an estimated $3.68M added.
- The largest AdvisorShares Dorsey Wright ADR ETF seller in Q1 2026 was Barometer Capital Management, an estimated $10.1M sold.
Based on aggregated 13F filings for Q1 2026.