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AdvisorShares Dorsey Wright ADR ETF

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

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

165% more capital invested

Capital invested by funds: $5.07M → $13.4M (+$8.36M)

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

60% more funds holding

Funds holding: 1524 (+9)

16.24% more ownership

Funds ownership: 19.87%36.12% (+16%)

Holders
24
Holders Change
+9
Holders Change %
+60%
% of All Funds
0.32%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.42M +$4.04M +53,962 +999%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.58M +$1.46M +19,473 +1,067%
Raymond James Financial
3
Raymond James Financial
Florida
$1.23M +$183K +2,450 +17%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$866K -$99.3K -1,326 -10%
Truist Financial
5
Truist Financial
North Carolina
$858K -$64.5K -862 -7%
LPL Financial
6
LPL Financial
California
$620K +$187K +2,496 +43%
OIA
7
OneDigital Investment Advisors
Kansas
$569K +$179K +2,394 +46%
Jane Street
8
Jane Street
New York
$509K +$512K +6,841 New
PFS
9
Prospera Financial Services
Texas
$503K +$42.9K +573 +9%
BCM
10
Barometer Capital Management
Ontario, Canada
$402K +$404K +5,400 New
EH
11
Equitable Holdings
New York
$323K +$325K +4,344 New
MWM
12
MinichMacGregor Wealth Management
New York
$321K +$323K +4,309 New
SAM
13
Strategy Asset Managers
California
$312K -$75.9K -1,014 -19%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$259K +$261K +3,485 New
Wells Fargo
15
Wells Fargo
California
$230K -$55.7K -744 -19%
CA
16
Claro Advisors
Massachusetts
$206K +$208K +2,772 New
MAFA
17
MJT & Associates Financial Advisory
Minnesota
$106K +$107K +1,426 New
UBS Group
18
UBS Group
Switzerland
$50.4K +$28.7K +383 +130%
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.1K +$28.3K +378 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$21.9K +$22K +294 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$19K
Bank of America
22
Bank of America
North Carolina
$1.93K +$1.95K +26 New
NA
23
NewEdge Advisors
Louisiana
$1.49K
JP Morgan Chase
24
JP Morgan Chase
New York
$579
TRCT
25
Tower Research Capital (TRC)
New York
-$207 -3 Closed

AADR Hedge Fund Activity: Q1 2025 in Review

24 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright ADR ETF (AADR) for Q1 2025, worth a combined $13.4M — up 165% from $5.07M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AADR positions and 1 closed out — a net gain of 9 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.04M. The largest seller was Envestnet Asset Management, cutting an estimated $99.3K.

  • 24 institutional investors held AdvisorShares Dorsey Wright ADR ETF (AADR) as of Q1 2025, up from 15 in Q4 2024.
  • Funds reported $13.4M of AdvisorShares Dorsey Wright ADR ETF stock for Q1 2025, up 165% quarter-over-quarter.
  • 10 funds opened new AdvisorShares Dorsey Wright ADR ETF positions in Q1 2025 and 1 closed out, a net change of +9 holders.
  • The largest AdvisorShares Dorsey Wright ADR ETF buyer in Q1 2025 was Morgan Stanley, an estimated $4.04M added.
  • The largest AdvisorShares Dorsey Wright ADR ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $99.3K sold.

Based on aggregated 13F filings for Q1 2025.