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AdvisorShares Dorsey Wright ADR ETF

41 hedge funds and large institutions have $134M invested in AdvisorShares Dorsey Wright ADR ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more capital invested

Capital invested by funds: $107M → $134M (+$26.7M)

1.73% more ownership

Funds ownership: 43.34%45.06% (+1.7%)

5% less funds holding

Funds holding: 4341 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

55% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 20

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
6
Increased
9
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$45.6M +$44.6K +848 New
Morgan Stanley
2
Morgan Stanley
New York
$29.9M -$4.57M -86,919 -14%
Wells Fargo
3
Wells Fargo
California
$7.11M +$3.33M +63,451 +92%
LPL Financial
4
LPL Financial
California
$5.65M -$813K -15,474 -13%
HGWM
5
Harvest Group Wealth Management
Massachusetts
$5.64M +$28.8K +548 +0.5%
BTS
6
BB&T Securities
Virginia
$5.48M -$3.32M -63,133 -38%
Stifel Financial
7
Stifel Financial
Missouri
$4.1M -$308K -5,855 -7%
Jane Street
8
Jane Street
New York
$3.82M -$5.31M -101,087 -59%
UBS Group
9
UBS Group
Switzerland
$3.7M +$1.55M +29,530 +75%
SWM
10
Sequoia Wealth Management
Illinois
$3.45M +$837K +15,937 +33%
WP
11
WealthShield Partners
North Carolina
$2.96M -$200K -3,805 -6%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.13M +$1.43M +27,255 +222%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.91M -$382K -7,269 -17%
NL
14
NWAM LLC
Washington
$1.9M +$9.14K +174 +0.5%
RJA
15
Raymond James & Associates
Florida
$1.52M -$1.95M -37,095 -57%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.32M -$135K -2,567 -9%
DC
17
Davenport & Co
Virginia
$1.09M -$3.84K -73 -0.4%
AG
18
Advisor Group
Arizona
$837K -$621K -11,812 -43%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$808K +$32.4K +616 +4%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$698K -$333K -6,342 -33%
Citadel Advisors
21
Citadel Advisors
Florida
$683K +$668K +12,704 New
DAS
22
Dynamic Advisor Solutions
Arizona
$547K +$33.1K +630 +7%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$471K -$2.21M -41,976 -83%
JP Morgan Chase
24
JP Morgan Chase
New York
$350K
BAAM
25
Baker Avenue Asset Management
California
$322K -$46.9K -893 -13%

AADR Hedge Fund Activity: Q3 2018 in Review

41 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright ADR ETF (AADR) for Q3 2018, worth a combined $134M — up 25% from $107M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AADR and 6 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 9 added.

The largest buyer was Wells Fargo, adding an estimated $3.33M. The largest seller was Jane Street, cutting an estimated $5.31M.

  • 41 institutional investors held AdvisorShares Dorsey Wright ADR ETF (AADR) as of Q3 2018, down from 43 in Q2 2018.
  • Funds reported $134M of AdvisorShares Dorsey Wright ADR ETF stock for Q3 2018, up 25% quarter-over-quarter.
  • 6 funds opened new AdvisorShares Dorsey Wright ADR ETF positions in Q3 2018 and 8 closed out, a net change of -2 holders.
  • The largest AdvisorShares Dorsey Wright ADR ETF buyer in Q3 2018 was Wells Fargo, an estimated $3.33M added.
  • The largest AdvisorShares Dorsey Wright ADR ETF seller in Q3 2018 was Jane Street, an estimated $5.31M sold.

Based on aggregated 13F filings for Q3 2018.