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AdvisorShares Dorsey Wright ADR ETF
AADR

Overview Fund Activity

27 hedge funds and large institutions have $15.5M invested in AdvisorShares Dorsey Wright ADR ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$283K
2
Wells Fargo
2
Wells Fargo
California
$2.79M
3
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$217K
4
RJA
4
Raymond James & Associates
Florida
$662K
5
CAN
5
Cetera Advisor Networks
California
$319K

Top Sellers

1
CA
1
Claro Advisors
Massachusetts
$936K
2
Morgan Stanley
2
Morgan Stanley
New York
$4.94M
3
Jane Street
3
Jane Street
New York
$420K
4
QWM
4
QP Wealth Management
New Jersey
$0
5
PCS
5
Personal CFO Solutions
New Jersey
$307K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.94M -$502K -10,501 -9%
Wells Fargo
2
Wells Fargo
California
$2.79M +$238K +4,990 +9%
CA
3
Claro Advisors
Massachusetts
$936K -$628K -13,144 -40%
PFS
4
Prospera Financial Services
Texas
$902K -$35.1K -735 -4%
RJA
5
Raymond James & Associates
Florida
$662K +$81.8K +1,712 +14%
Truist Financial
6
Truist Financial
North Carolina
$593K -$91.9K -1,924 -13%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$579K -$98K -2,053 -14%
Stifel Financial
8
Stifel Financial
Missouri
$538K -$154K -3,222 -22%
LPL Financial
9
LPL Financial
California
$491K -$48.6K -1,018 -9%
Jane Street
10
Jane Street
New York
$420K -$419K -8,778 -50%
CAN
11
Cetera Advisor Networks
California
$319K +$74K +1,549 +30%
PCS
12
Personal CFO Solutions
New Jersey
$307K -$225K -4,171 -42%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$302K -$5.06K -106 -2%
WP
14
WealthShield Partners
North Carolina
$291K +$1.29K +27 +0.4%
SAM
15
Strategy Asset Managers
California
$287K – – –
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$283K +$283K +5,922 New
ACA
17
Aptus Capital Advisors
Alabama
$217K +$2.44K +51 +1%
GWANC
18
Guardian Wealth Advisors (North Carolina)
North Carolina
$217K +$217K +4,551 New
UBS Group
19
UBS Group
Switzerland
$144K +$4.2K +88 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$81.4K +$4.25K +89 +6%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$71K +$11.1K +233 +18%
IAIM
22
International Assets Investment Management
Florida
$42.9K +$42.9K +10,848 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$30K -$106K -2,193 -78%
BAM
24
Belpointe Asset Management
Nevada
$5.11K +$5.11K +107 New
MCC
25
Money Concepts Capital
Florida
$1.98K – – –
1
2