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AdvisorShares Focused Equity ETF
CWS

Overview Fund Activity

52 hedge funds and large institutions have $67.8M invested in AdvisorShares Focused Equity ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
21
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFM
1
Trademark Financial Management
Minnesota
$4.53M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.65M
3
KAS
3
Kestra Advisory Services
Texas
$6M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.6M
5
LPL Financial
5
LPL Financial
California
$7.26M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$0
2
GWM
2
Geneos Wealth Management
Colorado
$0
3
MFG
3
Merit Financial Group
Georgia
$1.01M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$0
5
UBS Group
5
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$412K -$15.3K -219 -4%
SCA
27
Snowden Capital Advisors
New York
$358K – – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$340K +$117K +1,670 +52%
OMC
29
Old Mission Capital
Illinois
$336K +$336K +4,795 New
CWM
30
Cornerstone Wealth Management
Missouri
$297K +$43.3K +619 +17%
PIA
31
Perennial Investment Advisors
California
$283K +$283K +4,045 New
CIA
32
Compass Ion Advisors
Pennsylvania
$283K -$43.2K -617 -13%
IF
33
IRON Financial
Illinois
$280K – – –
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$268K +$4.06K +58 +2%
AWA
35
Arete Wealth Advisors
Illinois
$260K +$260K +3,717 New
BCA
36
Bay Colony Advisors
Massachusetts
$228K +$1.05K +15 +0.5%
AF
37
Aviso Financial
Ontario, Canada
$218K +$218K +3,114 New
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K – – –
NS
39
NBC Securities
Alabama
$109K +$46K +660 +73%
Raymond James Financial
40
Raymond James Financial
Florida
$86.2K +$86.2K +1,231 New
GSWM
41
Golden State Wealth Management
California
$38.5K – – –
Comerica Bank
42
Comerica Bank
Texas
$35K -$68.3K -975 -66%
NA
43
NewEdge Advisors
Louisiana
$35K – – –
AssetMark Inc
44
AssetMark Inc
California
$26K +$12K +172 +86%
CFP
45
Comprehensive Financial Planning
Pennsylvania
$23.1K +$70 +1 +0.3%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$19.3K +$19.3K +275 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$5K -$4.01K -57 -45%
GC
48
Garde Capital
Washington
$3.52K – – –
IA
49
IFP Advisors
Florida
$3.29K +$3.29K +47 New
Morgan Stanley
50
Morgan Stanley
New York
$2.99K – – –
1
2
3