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AdvisorShares Dorsey Wright ADR ETF
AADR

Overview Fund Activity

24 hedge funds and large institutions have $13.4M invested in AdvisorShares Dorsey Wright ADR ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+9
Holders Change %
+60%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
7
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$4.42M
2
Osaic Holdings
Osaic Holdings
Arizona
$1.58M
3
Jane Street
Jane Street
New York
$509K
4
BCM
Barometer Capital Management
Ontario, Canada
$402K
5
EH
Equitable Holdings
New York
$323K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$866K
2
SAM
Strategy Asset Managers
California
$312K
3
Truist Financial
Truist Financial
North Carolina
$858K
4
Wells Fargo
Wells Fargo
California
$230K
5
TRCT
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.42M +$4.01M +53,962 +999%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.58M +$1.45M +19,473 +1,067%
Raymond James Financial
3
Raymond James Financial
Florida
$1.23M +$182K +2,450 +17%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$866K -$98.7K -1,326 -10%
Truist Financial
5
Truist Financial
North Carolina
$858K -$64.1K -862 -7%
LPL Financial
6
LPL Financial
California
$620K +$186K +2,496 +43%
OIA
7
OneDigital Investment Advisors
Kansas
$569K +$178K +2,394 +46%
Jane Street
8
Jane Street
New York
$509K +$509K +6,841 New
PFS
9
Prospera Financial Services
Texas
$503K +$42.6K +573 +9%
BCM
10
Barometer Capital Management
Ontario, Canada
$402K +$402K +5,400 New
EH
11
Equitable Holdings
New York
$323K +$323K +4,344 New
MWM
12
MinichMacGregor Wealth Management
New York
$321K +$321K +4,309 New
SAM
13
Strategy Asset Managers
California
$312K -$75.4K -1,014 -19%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$259K +$259K +3,485 New
Wells Fargo
15
Wells Fargo
California
$230K -$55.4K -744 -19%
CA
16
Claro Advisors
Massachusetts
$206K +$206K +2,772 New
MAFA
17
MJT & Associates Financial Advisory
Minnesota
$106K +$106K +1,426 New
UBS Group
18
UBS Group
Switzerland
$50.4K +$28.5K +383 +130%
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.1K +$28.1K +378 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$21.9K +$21.9K +294 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$19K – – –
Bank of America
22
Bank of America
North Carolina
$1.93K +$1.93K +26 New
NA
23
NewEdge Advisors
Louisiana
$1.49K – – –
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$579 – – –
TRCT
25
Tower Research Capital (TRC)
New York
– -$207 -3 Closed