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AdvisorShares Dorsey Wright ADR ETF

27 hedge funds and large institutions have $17.9M invested in AdvisorShares Dorsey Wright ADR ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

16% more capital invested

Capital invested by funds: $15.4M → $17.9M (+$2.47M)

6.31% more ownership

Funds ownership: 32.87%39.18% (+6.3%)

0% more funds holding

Funds holding: 2727 (0)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
7
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
$3.18M -$1.77M -21,722 -37%
IWC
2
Integrated Wealth Concepts
Massachusetts
$2.79M +$1.66M +20,316 +171%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.49M +$457K +5,592 +23%
Raymond James Financial
4
Raymond James Financial
Florida
$2.33M +$1.01M +12,315 +85%
LPL Financial
5
LPL Financial
California
$1.21M -$361K -4,426 -24%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$945K +$2.94K +36 +0.3%
Truist Financial
7
Truist Financial
North Carolina
$940K +$490 +6 +0.1%
PFS
8
Prospera Financial Services
Texas
$647K -$23.5K -288 -4%
OIA
9
OneDigital Investment Advisors
Kansas
$521K -$1.63K -20 -0.3%
EH
10
Equitable Holdings
New York
$350K +$21.2K +260 +7%
SAM
11
Strategy Asset Managers
California
$321K -$40.8K -500 -12%
MWM
12
MinichMacGregor Wealth Management
New York
$310K -$10.9K -133 -4%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$304K +$286K +3,505 New
WP
14
WealthShield Partners
North Carolina
$290K +$273K +3,339 New
BCM
15
Barometer Capital Management
Ontario, Canada
$234K +$220K +2,700 New
MC
16
McCarthy & Cox
Ohio
$202K +$191K +2,334 New
GWANC
17
Guardian Wealth Advisors (North Carolina)
North Carolina
$202K +$190K +2,328 New
ACA
18
Aptus Capital Advisors
Alabama
$202K
FFA
19
Farther Finance Advisors
California
$184K +$109K +1,333 +170%
CT
20
Colonial Trust
South Carolina
$107K
Wells Fargo
21
Wells Fargo
California
$102K -$2.12K -26 -2%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.6K
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$22K
SA
24
Scarborough Advisors
Maryland
$3.92K
NA
25
NewEdge Advisors
Louisiana
$1.74K

AADR Hedge Fund Activity: Q3 2025 in Review

27 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright ADR ETF (AADR) for Q3 2025, worth a combined $17.9M — up 16% from $15.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AADR positions and 5 closed out — a net gain of 1 holder — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $1.66M. The largest seller was Morgan Stanley, cutting an estimated $1.77M.

  • 27 institutional investors held AdvisorShares Dorsey Wright ADR ETF (AADR) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $17.9M of AdvisorShares Dorsey Wright ADR ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 6 funds opened new AdvisorShares Dorsey Wright ADR ETF positions in Q3 2025 and 5 closed out, a net change of +1 holder.
  • The largest AdvisorShares Dorsey Wright ADR ETF buyer in Q3 2025 was Integrated Wealth Concepts, an estimated $1.66M added.
  • The largest AdvisorShares Dorsey Wright ADR ETF seller in Q3 2025 was Morgan Stanley, an estimated $1.77M sold.

Based on aggregated 13F filings for Q3 2025.