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AdvisorShares Dorsey Wright ADR ETF
AADR

Overview Fund Activity

37 hedge funds and large institutions have $61.7M invested in AdvisorShares Dorsey Wright ADR ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
37
Holders Change
+13
Holders Change %
+54.17%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
16
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.2M
2
UBS Group
2
UBS Group
Switzerland
$3.94M
3
LPL Financial
3
LPL Financial
California
$4.78M
4
Stifel Financial
4
Stifel Financial
Missouri
$4.85M
5
DC
5
Davenport & Co
Virginia
$1.28M

Top Sellers

1
VF
1
Virtu Financial
New York
$494K
2
PAG
2
Private Advisory Group
Washington
$304K
3
SI
3
SII Investments
Wisconsin
$0
4
CA
4
Cetera Advisors
Colorado
$532K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$843K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.2M +$4.7M +79,884 +38%
Stifel Financial
2
Stifel Financial
Missouri
$4.85M +$1.77M +29,932 +57%
LPL Financial
3
LPL Financial
California
$4.78M +$1.99M +33,808 +71%
UBS Group
4
UBS Group
Switzerland
$3.94M +$2.72M +46,285 +223%
WP
5
WealthShield Partners
North Carolina
$3.35M +$3.35M +56,931 New
W
6
WealthShield
North Carolina
$3.35M +$3.35M +56,931 New
HGWM
7
Harvest Group Wealth Management
Massachusetts
$3.3M +$3.3M +56,060 New
RJA
8
Raymond James & Associates
Florida
$2.83M +$427K +7,262 +18%
SWM
9
Sequoia Wealth Management
Illinois
$2.33M +$2.33M +37,704 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.31M +$557K +9,460 +32%
LNC
11
Lincoln National Corp
Pennsylvania
$1.91M +$1.08M +18,402 +131%
KA
12
Kovack Advisors
Florida
$1.47M +$576K +9,790 +65%
DC
13
Davenport & Co
Virginia
$1.28M +$1.28M +21,768 New
AG
14
Advisor Group
Arizona
$1.23M +$653K +11,089 +113%
NL
15
NWAM LLC
Washington
$900K +$248K +4,213 +38%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$843K -$18.6K -316 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$782K +$99.9K +1,698 +15%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$577K +$577K +9,802 New
CA
19
Cetera Advisors
Colorado
$532K -$48.5K -820 -8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$515K +$216K +3,668 +72%
VF
21
Virtu Financial
New York
$494K -$635K -10,785 -56%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$480K +$73.2K +1,242 +18%
DAS
23
Dynamic Advisor Solutions
Arizona
$427K +$98.6K +1,675 +30%
BTS
24
BB&T Securities
Virginia
$339K +$339K +5,766 New
BAAM
25
Baker Avenue Asset Management
California
$330K +$68.7K +1,165 +26%
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