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AdvisorShares Dorsey Wright ADR ETF

27 hedge funds and large institutions have $15.4M invested in AdvisorShares Dorsey Wright ADR ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $13.4M → $15.4M (+$2.01M)

13% more funds holding

Funds holding: 2427 (+3)

3.25% less ownership

Funds ownership: 36.12%32.87% (-3.2%)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
4
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.61M -$76.7K -1,017 -2%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.91M +$220K +2,918 +14%
LPL Financial
3
LPL Financial
California
$1.45M +$756K +10,017 +120%
Raymond James Financial
4
Raymond James Financial
Florida
$1.15M -$148K -1,965 -12%
IWC
5
Integrated Wealth Concepts
Massachusetts
$939K +$897K +11,889 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$858K -$58.8K -779 -7%
Truist Financial
7
Truist Financial
North Carolina
$855K -$52.6K -697 -6%
PFS
8
Prospera Financial Services
Texas
$611K +$73.8K +978 +14%
OIA
9
OneDigital Investment Advisors
Kansas
$476K -$123K -1,631 -21%
Jane Street
10
Jane Street
New York
$471K -$66.3K -879 -13%
CWM
11
Congress Wealth Management
Massachusetts
$349K +$334K +4,421 New
SAM
12
Strategy Asset Managers
California
$331K
EH
13
Equitable Holdings
New York
$298K -$43.2K -573 -13%
MWM
14
MinichMacGregor Wealth Management
New York
$293K -$45.4K -602 -14%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$221K +$211K +2,796 New
ACA
16
Aptus Capital Advisors
Alabama
$184K +$176K +2,328 New
MAFA
17
MJT & Associates Financial Advisory
Minnesota
$113K
CT
18
Colonial Trust
South Carolina
$97.5K +$93.1K +1,234 New
Wells Fargo
19
Wells Fargo
California
$95.3K -$142K -1,882 -61%
FFA
20
Farther Finance Advisors
California
$61.8K +$59.1K +783 New
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.6K
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$20K
CCMI
23
Creative Capital Management Investments
California
$17K +$16.2K +215 New
SA
24
Scarborough Advisors
Maryland
$3.56K +$3.4K +45 New
Bank of America
25
Bank of America
North Carolina
$2.37K +$302 +4 +15%

AADR Hedge Fund Activity: Q2 2025 in Review

27 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright ADR ETF (AADR) for Q2 2025, worth a combined $15.4M — up 15% from $13.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AADR positions and 5 closed out — a net gain of 3 holders — while 4 added to existing stakes and 9 trimmed.

The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $897K. The largest seller was Barometer Capital Management, exiting entirely with an estimated $402K sold.

  • 27 institutional investors held AdvisorShares Dorsey Wright ADR ETF (AADR) as of Q2 2025, up from 24 in Q1 2025.
  • Funds reported $15.4M of AdvisorShares Dorsey Wright ADR ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 8 funds opened new AdvisorShares Dorsey Wright ADR ETF positions in Q2 2025 and 5 closed out, a net change of +3 holders.
  • The largest AdvisorShares Dorsey Wright ADR ETF buyer in Q2 2025 was Integrated Wealth Concepts, an estimated $897K added.
  • The largest AdvisorShares Dorsey Wright ADR ETF seller in Q2 2025 was Barometer Capital Management, an estimated $402K sold.

Based on aggregated 13F filings for Q2 2025.