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AdvisorShares Dorsey Wright ADR ETF
AADR

Overview Fund Activity

23 hedge funds and large institutions have $10.5M invested in AdvisorShares Dorsey Wright ADR ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
23
Holders Change
-4
Holders Change %
-14.81%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$858K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$777K
3
Truist Financial
3
Truist Financial
North Carolina
$782K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$445K
5
PFS
5
Prospera Financial Services
Texas
$1.04M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$472K
2
Wells Fargo
2
Wells Fargo
California
$2.32M
3
CA
3
Claro Advisors
Massachusetts
$649K
4
ACA
4
Aptus Capital Advisors
Alabama
$0
5
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$2.32M -$472K -9,872 -17%
PFS
2
Prospera Financial Services
Texas
$1.04M +$138K +2,887 +15%
Jane Street
3
Jane Street
New York
$858K +$438K +9,163 +104%
Truist Financial
4
Truist Financial
North Carolina
$782K +$189K +3,955 +32%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$777K +$197K +4,128 +34%
CA
6
Claro Advisors
Massachusetts
$649K -$287K -6,013 -31%
RJA
7
Raymond James & Associates
Florida
$620K -$42.2K -884 -6%
Stifel Financial
8
Stifel Financial
Missouri
$570K +$31.7K +663 +6%
LPL Financial
9
LPL Financial
California
$525K +$33.8K +708 +7%
Morgan Stanley
10
Morgan Stanley
New York
$472K -$4.47M -93,553 -90%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$445K +$162K +3,384 +57%
CAN
12
Cetera Advisor Networks
California
$371K +$51.5K +1,077 +16%
SAM
13
Strategy Asset Managers
California
$288K – – –
WP
14
WealthShield Partners
North Carolina
$266K -$24.8K -519 -9%
PCS
15
Personal CFO Solutions
New Jersey
$263K -$8.98K -188 -3%
UBS Group
16
UBS Group
Switzerland
$96.2K -$47.8K -1,000 -33%
Osaic Holdings
17
Osaic Holdings
Arizona
$81.3K -$239 -5 -0.3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$39K +$8.98K +186 +30%
BAM
19
Belpointe Asset Management
Nevada
$5.11K – – –
AAS
20
Ameritas Advisory Services
Nebraska
$2.1K +$2.1K +44 New
NA
21
NewEdge Advisors
Louisiana
$955 – – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$269 -$32 -678 -11%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$37 – – –
IAIM
24
International Assets Investment Management
Florida
– -$42.9K -10,848 Closed
ACA
25
Aptus Capital Advisors
Alabama
– -$217K -4,551 Closed
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