AdvisorShares Dorsey Wright ADR ETF
AADR
15 hedge funds and large institutions have $5.07M invested in AdvisorShares Dorsey Wright ADR ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
7% more funds holding
Funds holding: 14 → 15 (+1)
7.09% less ownership
Funds ownership: 26.96% → 19.87% (-7.1%)
24% less capital invested
Capital invested by funds: $6.69M → $5.07M (-$1.62M)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$352K |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$23.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$15.8K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$201 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.5M |
| 2 |
LPL Financial
San Diego,
California
|
-$110K |
| 3 |
Morgan Stanley
New York
|
-$5.82K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.8K |
AADR Hedge Fund Activity: Q4 2024 in Review
15 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright ADR ETF (AADR) for Q4 2024, worth a combined $5.07M — down 24% from $6.69M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AADR positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 5 trimmed.
The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $352K. The largest seller was Wells Fargo, cutting an estimated $2.5M.
- 15 institutional investors held AdvisorShares Dorsey Wright ADR ETF (AADR) as of Q4 2024, up from 14 in Q3 2024.
- Funds reported $5.07M of AdvisorShares Dorsey Wright ADR ETF stock for Q4 2024, down 24% quarter-over-quarter.
- 3 funds opened new AdvisorShares Dorsey Wright ADR ETF positions in Q4 2024 and 1 closed out, a net change of +2 holders.
- The largest AdvisorShares Dorsey Wright ADR ETF buyer in Q4 2024 was OneDigital Investment Advisors, an estimated $352K added.
- The largest AdvisorShares Dorsey Wright ADR ETF seller in Q4 2024 was Wells Fargo, an estimated $2.5M sold.
Based on aggregated 13F filings for Q4 2024.