AdvisorShares Focused Equity ETF
CWS
CWS
38 hedge funds and large institutions have $37.7M invested in AdvisorShares Focused Equity ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
TA
26
TrueWealth Advisors
Birmingham,
Alabama
| $249K | +$23.2K | +373 | +10% |
|
27
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $229K | +$229K | +3,687 | New |
|
|
AWA
28
Arete Wealth Advisors
Chicago,
Illinois
| $213K | +$213K | +3,439 | New |
|
|
CIA
29
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $209K | +$209K | +3,274 | New |
|
30
Comerica Bank
Dallas,
Texas
| $91.8K | – | – | – |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $15K | – | – | – |
|
|
HI
32
Harbour Investments
Madison,
Wisconsin
| $14.7K | -$1.49K | -24 | -9% |
|
|
NA
33
NewEdge Advisors
New Orleans,
Louisiana
| $12.4K | – | – | – |
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8K | -$94.2K | -1,590 | -92% |
|
|
HGA
35
Hobbs Group Advisors
Columbia,
South Carolina
| $4.17K | +$4.17K | +67 | New |
|
36
Morgan Stanley
New York
| $3.17K | – | – | – |
|
|
PO
37
Private Ocean
San Rafael,
California
| $1.31K | +$1.31K | +21 | New |
|
38
Wells Fargo
San Francisco,
California
| $41 | – | – | – |
|
|
HF
39
HRT Financial
New York
| – | -$968K | -15,212 | Closed |
|
40
UBS Group
Zurich,
Switzerland
| – | -$191 | -3 | Closed |
|