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AdvisorShares Dorsey Wright ADR ETF
AADR

Overview Fund Activity

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.

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$363K
2
PFS
2
Prospera Financial Services
Texas
$427K
3
UBS Group
3
UBS Group
Switzerland
$20.3K
4
TRCT
4
Tower Research Capital (TRC)
New York
$207

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$264K
2
LPL Financial
2
LPL Financial
California
$403K
3
Morgan Stanley
3
Morgan Stanley
New York
$373K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$895K
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$969K +$969K +14,035 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$895K -$1.86K -27 -0.2%
Truist Financial
3
Truist Financial
North Carolina
$855K -$1.86K -27 -0.2%
PFS
4
Prospera Financial Services
Texas
$427K +$24.4K +353 +6%
LPL Financial
5
LPL Financial
California
$403K -$113K -1,644 -22%
Morgan Stanley
6
Morgan Stanley
New York
$373K -$6.01K -87 -2%
OIA
7
OneDigital Investment Advisors
Kansas
$363K +$363K +5,259 New
SAM
8
Strategy Asset Managers
California
$360K – – –
Wells Fargo
9
Wells Fargo
California
$264K -$2.58M -37,377 -91%
Osaic Holdings
10
Osaic Holdings
Arizona
$126K – – –
UBS Group
11
UBS Group
Switzerland
$20.3K +$16.3K +236 +407%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
NA
13
NewEdge Advisors
Louisiana
$1.38K – – –
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$537 – – –
TRCT
15
Tower Research Capital (TRC)
New York
$207 +$207 +3 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
– -$2K -31 Closed