CWS icon

AdvisorShares Focused Equity ETF

51 hedge funds and large institutions have $67.7M invested in AdvisorShares Focused Equity ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$449K
PIA
27
Perennial Investment Advisors
California
$405K
AWM
28
AE Wealth Management
Kansas
$373K
SCA
29
Snowden Capital Advisors
New York
$351K
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$323K
CWM
31
Cornerstone Wealth Management
Missouri
$318K
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$295K
CIA
33
Compass Ion Advisors
Pennsylvania
$277K
IF
34
IRON Financial
Illinois
$275K
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$263K
BCA
36
Bay Colony Advisors
Massachusetts
$240K
SPC
37
Sigma Planning Corp
Michigan
$240K
AF
38
Aviso Financial
Ontario, Canada
$233K
OMC
39
Old Mission Capital
Illinois
$212K
GAA
40
Global Assets Advisory
Florida
$205K
UBS Group
41
UBS Group
Switzerland
$146K
NS
42
NBC Securities
Alabama
$117K
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$114K
GSWM
44
Golden State Wealth Management
California
$36.4K
NA
45
NewEdge Advisors
Louisiana
$34.3K
Comerica Bank
46
Comerica Bank
Texas
$34.2K
CFP
47
Comprehensive Financial Planning
Pennsylvania
$22.6K
AssetMark Inc
48
AssetMark Inc
California
$22.3K
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$5K
Morgan Stanley
50
Morgan Stanley
New York
$2.91K