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AdvisorShares Dorsey Wright ADR ETF
AADR

Overview Fund Activity

41 hedge funds and large institutions have $91.6M invested in AdvisorShares Dorsey Wright ADR ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
24
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
BB&T Securities
Virginia
$8.39M
2
Morgan Stanley
Morgan Stanley
New York
$24.3M
3
MML Investors Services
MML Investors Services
Massachusetts
$3.66M
4
HGWM
Harvest Group Wealth Management
Massachusetts
$6.02M
5
UBS Group
UBS Group
Switzerland
$6.33M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
$923K
2
VF
Virtu Financial
New York
$0
3
CA
Cetera Advisors
Colorado
$282K
4
Wells Fargo
Wells Fargo
California
$0
5
DC
Davenport & Co
Virginia
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.3M +$7.05M +120,000 +41%
BTS
2
BB&T Securities
Virginia
$8.39M +$8.05M +137,035 +2,377%
LPL Financial
3
LPL Financial
California
$6.59M +$1.81M +30,890 +38%
UBS Group
4
UBS Group
Switzerland
$6.33M +$2.39M +40,689 +61%
HGWM
5
Harvest Group Wealth Management
Massachusetts
$6.02M +$2.72M +46,388 +83%
Stifel Financial
6
Stifel Financial
Missouri
$5.76M +$933K +15,860 +19%
RJA
7
Raymond James & Associates
Florida
$3.79M +$964K +16,405 +34%
MML Investors Services
8
MML Investors Services
Massachusetts
$3.66M +$3.66M +62,349 New
WP
9
WealthShield Partners
North Carolina
$3.33M -$12K -204 -0.4%
SWM
10
Sequoia Wealth Management
Illinois
$2.54M +$333K +5,685 +15%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.35M +$53.3K +908 +2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.22M +$1.71M +29,087 +332%
NL
13
NWAM LLC
Washington
$2.06M +$1.16M +19,747 +129%
KA
14
Kovack Advisors
Florida
$1.56M +$100K +1,708 +7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.56M +$988K +16,833 +172%
AG
16
Advisor Group
Arizona
$1.43M +$199K +3,391 +16%
DC
17
Davenport & Co
Virginia
$1.19M -$84.2K -1,433 -7%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.14M +$1.14M +19,440 New
LNC
19
Lincoln National Corp
Pennsylvania
$923K -$981K -16,701 -52%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$802K +$21.1K +359 +3%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$786K -$55.9K -951 -7%
BRF
22
B. Riley Financial
California
$763K +$763K +12,981 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$513K +$33.9K +577 +7%
DAS
24
Dynamic Advisor Solutions
Arizona
$490K +$63.8K +1,085 +15%
PAG
25
Private Advisory Group
Washington
$398K +$94.2K +1,603 +31%
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