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AdvisorShares Focused Equity ETF
CWS

Overview Fund Activity

48 hedge funds and large institutions have $55.3M invested in AdvisorShares Focused Equity ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFM
Trademark Financial Management
Minnesota
$1.49M
2
Two Sigma Investments
Two Sigma Investments
New York
$727K
3
Stifel Financial
Stifel Financial
Missouri
$5.2M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$7.71M
5
KAS
Kestra Advisory Services
Texas
$3.68M

Top Sellers

1
LPL Financial
LPL Financial
California
$5.79M
2
Osaic Holdings
Osaic Holdings
Arizona
$9.43M
3
EH
Equitable Holdings
New York
$0
4
OMC
Old Mission Capital
Illinois
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$396K +$331K +5,050 +505%
MML Investors Services
27
MML Investors Services
Massachusetts
$394K -$852 -13 -0.2%
SCA
28
Snowden Capital Advisors
New York
$335K – – –
CIA
29
Compass Ion Advisors
Pennsylvania
$305K -$3.21K -49 -1%
HighTower Advisors
30
HighTower Advisors
Illinois
$300K +$300K +4,579 New
IF
31
IRON Financial
Illinois
$262K – – –
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$247K – – –
UBS Group
33
UBS Group
Switzerland
$246K +$121K +1,841 +96%
CWM
34
Cornerstone Wealth Management
Missouri
$237K +$237K +3,619 New
BCA
35
Bay Colony Advisors
Massachusetts
$211K +$3.65K +56 +2%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$209K -$37.1K -566 -15%
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108K +$108K +1,654 New
Comerica Bank
38
Comerica Bank
Texas
$96.6K -$65 -1 -0.1%
NS
39
NBC Securities
Alabama
$59K +$59K +905 New
GSWM
40
Golden State Wealth Management
California
$36K +$36K +550 New
NA
41
NewEdge Advisors
Louisiana
$32.7K +$6.55K +100 +25%
CFP
42
Comprehensive Financial Planning
Pennsylvania
$21.6K -$66 -1 -0.3%
AssetMark Inc
43
AssetMark Inc
California
$13.1K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$8K +$875 +14 +12%
GC
45
Garde Capital
Washington
$3.29K +$3.29K +50 New
Morgan Stanley
46
Morgan Stanley
New York
$2.78K – – –
PA
47
Parallel Advisors
California
$327 – – –
Wells Fargo
48
Wells Fargo
California
$48 -$48 -1 -50%
EH
49
Equitable Holdings
New York
– -$567K -8,754 Closed
OMC
50
Old Mission Capital
Illinois
– -$411K -6,342 Closed
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