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AdvisorShares Focused Equity ETF
CWS

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

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 47 → 48 (+1)

0.57% more ownership

Funds ownership: 30.77% → 31.35% (+0.57%)

88% less capital invested

Capital invested by funds: $454M → $55.3M (-$398M)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.64%
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

Rank Fund Capital Flow
1
TFM
Trademark Financial Management
Minnesota
+$895K
2
Two Sigma Investments
Two Sigma Investments
New York
+$735K
3
Stifel Financial
Stifel Financial
Missouri
+$577K
4
CIBC World Market
CIBC World Market
Ontario, Canada
+$567K
5
KAS
Kestra Advisory Services
Texas
+$553K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$1.81M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.44M
3
EH
Equitable Holdings
New York
-$567K
4
OMC
Old Mission Capital
Illinois
-$411K
5
Citadel Advisors
Citadel Advisors
Florida
-$297K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$396K +$334K +5,050 +505%
MML Investors Services
27
MML Investors Services
Massachusetts
$394K -$861 -13 -0.2%
SCA
28
Snowden Capital Advisors
New York
$335K – – –
CIA
29
Compass Ion Advisors
Pennsylvania
$305K -$3.25K -49 -1%
HighTower Advisors
30
HighTower Advisors
Illinois
$300K +$303K +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 +$122K +1,841 +96%
CWM
34
Cornerstone Wealth Management
Missouri
$237K +$240K +3,619 New
BCA
35
Bay Colony Advisors
Massachusetts
$211K +$3.71K +56 +2%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$209K -$37.5K -566 -15%
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108K +$110K +1,654 New
Comerica Bank
38
Comerica Bank
Texas
$96.6K -$66 -1 -0.1%
NS
39
NBC Securities
Alabama
$59K +$59.9K +905 New
GSWM
40
Golden State Wealth Management
California
$36K +$36.4K +550 New
NA
41
NewEdge Advisors
Louisiana
$32.7K +$6.62K +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 +$927 +14 +12%
GC
45
Garde Capital
Washington
$3.29K +$3.31K +50 New
Morgan Stanley
46
Morgan Stanley
New York
$2.78K – – –
PA
47
Parallel Advisors
California
$327 – – –
Wells Fargo
48
Wells Fargo
California
$48 -$66 -1 -50%
EH
49
Equitable Holdings
New York
– -$567K -8,754 Closed
OMC
50
Old Mission Capital
Illinois
– -$411K -6,342 Closed
1
2
3

CWS Hedge Fund Activity: Q1 2025 in Review

48 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Focused Equity ETF (CWS) for Q1 2025, worth a combined $55.3M — down 88% from $454M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CWS positions and 7 closed out — a net gain of 1 holder — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Trademark Financial Management, adding an estimated $895K. The largest seller was LPL Financial, cutting an estimated $1.81M.

  • 48 institutional investors held AdvisorShares Focused Equity ETF (CWS) as of Q1 2025, up from 47 in Q4 2024.
  • Funds reported $55.3M of AdvisorShares Focused Equity ETF stock for Q1 2025, down 88% quarter-over-quarter.
  • 8 funds opened new AdvisorShares Focused Equity ETF positions in Q1 2025 and 7 closed out, a net change of +1 holder.
  • The largest AdvisorShares Focused Equity ETF buyer in Q1 2025 was Trademark Financial Management, an estimated $895K added.
  • The largest AdvisorShares Focused Equity ETF seller in Q1 2025 was LPL Financial, an estimated $1.81M sold.

Based on aggregated 13F filings for Q1 2025.