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AdvisorShares Dorsey Wright ADR ETF

28 hedge funds and large institutions have $41.4M invested in AdvisorShares Dorsey Wright ADR ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.45% less ownership

Funds ownership: 53.14%51.69% (-1.4%)

3% less funds holding

Funds holding: 2928 (-1)

13% less capital invested

Capital invested by funds: $47.3M → $41.4M (-$5.94M)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$8.77M -$5.21M -78,238 -36%
Morgan Stanley
2
Morgan Stanley
New York
$8.46M -$1.88M -28,273 -18%
Jane Street
3
Jane Street
New York
$4.92M +$3.18M +47,733 +160%
FTUS
4
Flow Traders U.S.
New York
$2.88M +$2.1M +31,560 +229%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.67M -$5.86K -88 -0.3%
LPL Financial
6
LPL Financial
California
$1.64M +$81.4K +1,222 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.5M -$91.5K -1,375 -6%
UBS Group
8
UBS Group
Switzerland
$1.31M -$1.74M -26,118 -56%
CA
9
Claro Advisors
Massachusetts
$1.3M +$24.9K +374 +2%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$1.14M -$31.5K -473 -3%
Stifel Financial
11
Stifel Financial
Missouri
$1.12M -$26K -390 -2%
PFS
12
Prospera Financial Services
Texas
$1.02M +$19.4K +292 +2%
RJA
13
Raymond James & Associates
Florida
$844K +$1.47K +22 +0.2%
PCS
14
Personal CFO Solutions
New Jersey
$836K -$91.9K -1,380 -9%
Truist Financial
15
Truist Financial
North Carolina
$630K +$23.8K +358 +4%
QWM
16
QP Wealth Management
New Jersey
$621K -$22.3K -335 -3%
SAM
17
Strategy Asset Managers
California
$440K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$432K -$72.1K -1,083 -14%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$359K +$7.79K +117 +2%
WP
20
WealthShield Partners
North Carolina
$352K -$67 -1 -0%
SWP
21
Stratos Wealth Partners
Ohio
$276K -$17.5K -263 -6%
Citadel Advisors
22
Citadel Advisors
Florida
$247K +$259K +3,885 New
FFN
23
Focus Financial Network
Minnesota
$221K +$533 +8 +0.2%
Bessemer Group
24
Bessemer Group
New Jersey
$127K +$133K +2,000 New
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$108K +$333 +5 +0.3%

AADR Hedge Fund Activity: Q3 2021 in Review

28 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright ADR ETF (AADR) for Q3 2021, worth a combined $41.4M — down 13% from $47.3M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of AADR and 2 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 10 added.

The largest buyer was Jane Street, adding an estimated $3.18M. The largest seller was Wells Fargo, cutting an estimated $5.21M.

  • 28 institutional investors held AdvisorShares Dorsey Wright ADR ETF (AADR) as of Q3 2021, down from 29 in Q2 2021.
  • Funds reported $41.4M of AdvisorShares Dorsey Wright ADR ETF stock for Q3 2021, down 13% quarter-over-quarter.
  • 2 funds opened new AdvisorShares Dorsey Wright ADR ETF positions in Q3 2021 and 3 closed out, a net change of -1 holder.
  • The largest AdvisorShares Dorsey Wright ADR ETF buyer in Q3 2021 was Jane Street, an estimated $3.18M added.
  • The largest AdvisorShares Dorsey Wright ADR ETF seller in Q3 2021 was Wells Fargo, an estimated $5.21M sold.

Based on aggregated 13F filings for Q3 2021.