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AdvisorShares Dorsey Wright ADR ETF

29 hedge funds and large institutions have $35.4M invested in AdvisorShares Dorsey Wright ADR ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 14 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

4% more funds holding

Funds holding: 2829 (+1)

6.18% less ownership

Funds ownership: 51.69%45.51% (-6.2%)

15% less capital invested

Capital invested by funds: $41.4M → $35.4M (-$6.02M)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$8.53M -$342K -5,341 -4%
Morgan Stanley
2
Morgan Stanley
New York
$8.22M -$325K -5,070 -4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.69M -$3.01K -47 -0.2%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.63M +$117K +1,822 +8%
LPL Financial
5
LPL Financial
California
$1.49M -$165K -2,575 -10%
CA
6
Claro Advisors
Massachusetts
$1.38M +$67.5K +1,054 +5%
Jane Street
7
Jane Street
New York
$1.33M -$3.64M -56,843 -73%
PFS
8
Prospera Financial Services
Texas
$1.18M +$150K +2,349 +15%
Stifel Financial
9
Stifel Financial
Missouri
$1.13M -$2.5K -39 -0.2%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$1.11M -$50.9K -795 -4%
UBS Group
11
UBS Group
Switzerland
$993K -$330K -5,156 -25%
PCS
12
Personal CFO Solutions
New Jersey
$822K -$23.4K -365 -3%
RJA
13
Raymond James & Associates
Florida
$803K -$50K -781 -6%
Natixis Advisors
14
Natixis Advisors
Massachusetts
$693K +$691K +10,786 New
Truist Financial
15
Truist Financial
North Carolina
$684K +$46.6K +728 +7%
QWM
16
QP Wealth Management
New Jersey
$634K +$5.57K +87 +0.9%
Citadel Advisors
17
Citadel Advisors
Florida
$634K +$383K +5,990 +154%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$438K +$1.28K +20 +0.3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$382K +$20K +313 +6%
WP
20
WealthShield Partners
North Carolina
$356K -$64 -1 -0%
GWANC
21
Guardian Wealth Advisors (North Carolina)
North Carolina
$282K +$281K +4,385 New
SWP
22
Stratos Wealth Partners
Ohio
$272K -$6.4K -100 -2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$247K +$246K +3,849 New
FTUS
24
Flow Traders U.S.
New York
$220K -$2.68M -41,914 -92%
RFA
25
Reilly Financial Advisors
California
$96K

AADR Hedge Fund Activity: Q4 2021 in Review

29 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright ADR ETF (AADR) for Q4 2021, worth a combined $35.4M — down 15% from $41.4M 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 14 trimmed.

The largest buyer was Natixis Advisors, opening a new position worth an estimated $691K. The largest seller was Jane Street, cutting an estimated $3.64M.

  • 29 institutional investors held AdvisorShares Dorsey Wright ADR ETF (AADR) as of Q4 2021, up from 28 in Q3 2021.
  • Funds reported $35.4M of AdvisorShares Dorsey Wright ADR ETF stock for Q4 2021, down 15% quarter-over-quarter.
  • 4 funds opened new AdvisorShares Dorsey Wright ADR ETF positions in Q4 2021 and 3 closed out, a net change of +1 holder.
  • The largest AdvisorShares Dorsey Wright ADR ETF buyer in Q4 2021 was Natixis Advisors, an estimated $691K added.
  • The largest AdvisorShares Dorsey Wright ADR ETF seller in Q4 2021 was Jane Street, an estimated $3.64M sold.

Based on aggregated 13F filings for Q4 2021.