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AdvisorShares Dorsey Wright ADR ETF

33 hedge funds and large institutions have $37.6M invested in AdvisorShares Dorsey Wright ADR ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 3233 (+1)

1.44% less ownership

Funds ownership: 38.07%36.63% (-1.4%)

9% less capital invested

Capital invested by funds: $41.3M → $37.6M (-$3.77M)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11.4M -$1.73M -34,799 -13%
Morgan Stanley
2
Morgan Stanley
New York
$4.22M -$936K -18,800 -18%
Jane Street
3
Jane Street
New York
$2.56M +$2.06M +41,355 +333%
LPL Financial
4
LPL Financial
California
$2.21M -$196K -3,932 -8%
Stifel Financial
5
Stifel Financial
Missouri
$1.85M -$123K -2,470 -6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.79M +$1.23M +24,679 +192%
UBS Group
7
UBS Group
Switzerland
$1.78M +$21.8K +438 +1%
NL
8
NWAM LLC
Washington
$1.51M -$8.66K -174 -0.5%
WP
9
WealthShield Partners
North Carolina
$1.31M -$1.51M -30,398 -53%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.1M +$964K +19,367 +514%
DC
11
Davenport & Co
Virginia
$835K -$36.9K -741 -4%
CA
12
Claro Advisors
Massachusetts
$783K -$17.5K -351 -2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$727K -$5.18K -104 -0.7%
BTS
14
BB&T Securities
Virginia
$700K -$70.5K -1,416 -9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$697K +$238K +4,784 +49%
BWCS
16
Beirne Wealth Consulting Services
Connecticut
$626K -$4.08K -82 -0.6%
RJA
17
Raymond James & Associates
Florida
$623K -$51.3K -1,031 -7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$547K -$17.3K -348 -3%
Citadel Advisors
19
Citadel Advisors
Florida
$485K -$207K -4,160 -29%
DAS
20
Dynamic Advisor Solutions
Arizona
$397K +$28.1K +565 +7%
FFN
21
Focus Financial Network
Minnesota
$327K +$32.2K +647 +10%
PGA
22
Premia Global Advisors
Florida
$308K
AG
23
Advisor Group
Arizona
$304K -$25.4K -511 -7%
CWM
24
Concentrum Wealth Management
California
$285K +$47.6K +957 +19%
FFC
25
First Financial Corp
Indiana
$95K

AADR Hedge Fund Activity: Q3 2019 in Review

33 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright ADR ETF (AADR) for Q3 2019, worth a combined $37.6M — down 9.1% from $41.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AADR positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, adding an estimated $2.06M. The largest seller was Wells Fargo, cutting an estimated $1.73M.

  • 33 institutional investors held AdvisorShares Dorsey Wright ADR ETF (AADR) as of Q3 2019, up from 32 in Q2 2019.
  • Funds reported $37.6M of AdvisorShares Dorsey Wright ADR ETF stock for Q3 2019, down 9.1% quarter-over-quarter.
  • 4 funds opened new AdvisorShares Dorsey Wright ADR ETF positions in Q3 2019 and 3 closed out, a net change of +1 holder.
  • The largest AdvisorShares Dorsey Wright ADR ETF buyer in Q3 2019 was Jane Street, an estimated $2.06M added.
  • The largest AdvisorShares Dorsey Wright ADR ETF seller in Q3 2019 was Wells Fargo, an estimated $1.73M sold.

Based on aggregated 13F filings for Q3 2019.