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AdvisorShares Dorsey Wright ADR ETF

28 hedge funds and large institutions have $23.3M invested in AdvisorShares Dorsey Wright ADR ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $17.9M → $23.3M (+$5.38M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

4% more funds holding

Funds holding: 2728 (+1)

3.1% less ownership

Funds ownership: 39.18%36.08% (-3.1%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
8
Closed
4
Calls
$40K
Puts
Net Calls
+$40K
Net Calls Change
+$40K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Barometer Capital Management
Ontario, Canada
$10.1M +$3.44M +40,530 +1,501%
Morgan Stanley
2
Morgan Stanley
New York
$3.08M -$73.5K -866 -2%
Raymond James Financial
3
Raymond James Financial
Florida
$2.34M +$26.1K +308 +1%
LPL Financial
4
LPL Financial
California
$1.43M +$227K +2,673 +19%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.2M -$1.35M -15,871 -53%
VF
6
Virtu Financial
New York
$861K +$847K +9,984 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$675K -$260K -3,068 -28%
Truist Financial
8
Truist Financial
North Carolina
$675K -$255K -3,006 -28%
PFS
9
Prospera Financial Services
Texas
$622K -$20.8K -245 -3%
SAM
10
Strategy Asset Managers
California
$319K
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$312K +$9.08K +107 +3%
WP
12
WealthShield Partners
North Carolina
$294K +$6.37K +75 +2%
MWM
13
MinichMacGregor Wealth Management
New York
$280K -$28K -330 -9%
EH
14
Equitable Holdings
New York
$267K -$79.9K -941 -23%
GWANC
15
Guardian Wealth Advisors (North Carolina)
North Carolina
$201K
ACA
16
Aptus Capital Advisors
Alabama
$201K
FFA
17
Farther Finance Advisors
California
$191K +$8.49K +100 +5%
CT
18
Colonial Trust
South Carolina
$106K
KFAS
19
Keating Financial Advisory Services
Kansas
$57.4K +$56.4K +665 New
Wells Fargo
20
Wells Fargo
California
$44.5K -$56.4K -664 -56%
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.5K
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$22K
SA
23
Scarborough Advisors
Maryland
$3.9K
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$3.02K +$2.97K +35 New
IA
25
IFP Advisors
Florida
$1.9K +$1.87K +22 New

AADR Hedge Fund Activity: Q4 2025 in Review

28 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright ADR ETF (AADR) for Q4 2025, worth a combined $23.3M — up 30% from $17.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AADR positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Barometer Capital Management, adding an estimated $3.44M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $2.79M sold.

  • 28 institutional investors held AdvisorShares Dorsey Wright ADR ETF (AADR) as of Q4 2025, up from 27 in Q3 2025.
  • Funds reported $23.3M of AdvisorShares Dorsey Wright ADR ETF stock for Q4 2025, up 30% quarter-over-quarter.
  • 5 funds opened new AdvisorShares Dorsey Wright ADR ETF positions in Q4 2025 and 4 closed out, a net change of +1 holder.
  • The largest AdvisorShares Dorsey Wright ADR ETF buyer in Q4 2025 was Barometer Capital Management, an estimated $3.44M added.
  • The largest AdvisorShares Dorsey Wright ADR ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2025.