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AdvisorShares Focused Equity ETF
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Overview Fund Activity

47 hedge funds and large institutions have $454M invested in AdvisorShares Focused Equity ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
7
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$10.7M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$7.08M
3
MFG
Merit Financial Group
Georgia
$1.04M
4
TFM
Trademark Financial Management
Minnesota
$598K
5
DADC
D.A. Davidson & Co
Montana
$524K

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$400M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$0
3
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$0
4
Ameriprise
Ameriprise
Minnesota
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
26
TrueWealth Advisors
Alabama
$384K +$95.7K +1,478 +33%
SCA
27
Snowden Capital Advisors
New York
$331K – – –
CIA
28
Compass Ion Advisors
Pennsylvania
$305K +$104K +1,611 +52%
Citadel Advisors
29
Citadel Advisors
Florida
$297K +$297K +4,584 New
AWA
30
Arete Wealth Advisors
Illinois
$282K -$81.2K -1,255 -22%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$273K -$21.7K -335 -7%
IF
32
IRON Financial
Illinois
$259K – – –
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$256K +$256K +3,960 New
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$245K +$3.56K +55 +1%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$243K +$29.9K +463 +14%
BCA
36
Bay Colony Advisors
Massachusetts
$206K +$1.68K +26 +0.8%
UBS Group
37
UBS Group
Switzerland
$125K +$125K +1,924 New
Comerica Bank
38
Comerica Bank
Texas
$95.6K -$65 -1 -0.1%
GWM
39
Geneos Wealth Management
Colorado
$64.8K – – –
NA
40
NewEdge Advisors
Louisiana
$25.9K +$13K +200 +100%
CFP
41
Comprehensive Financial Planning
Pennsylvania
$21.3K +$21.3K +330 New
AssetMark Inc
42
AssetMark Inc
California
$13K – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$7K +$246 +4 +4%
Morgan Stanley
44
Morgan Stanley
New York
$2.72K – – –
PA
45
Parallel Advisors
California
$324 – – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$259 +$259 +4 New
Wells Fargo
47
Wells Fargo
California
$120 +$60 +1 +100%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
– -$3.98M -178,253 Closed
ZIMP
49
Zimmermann Investment Management & Planning
Pennsylvania
– -$1.44M -20,986 Closed
Ameriprise
50
Ameriprise
Minnesota
– -$381K -5,550 Closed
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