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AdvisorShares Focused Equity ETF
CWS

52 hedge funds and large institutions have $66.9M invested in AdvisorShares Focused Equity ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

21% more capital invested

Capital invested by funds: $55.3M → $66.9M (+$11.6M)

8% more funds holding

Funds holding: 48 → 52 (+4)

3.42% more ownership

Funds ownership: 31.35% → 34.77% (+3.4%)

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
20
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TFM
Trademark Financial Management
Minnesota
+$2.78M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.51M
3
KAS
Kestra Advisory Services
Texas
+$1.95M
4
LPL Financial
LPL Financial
California
+$1.01M
5
Stifel Financial
Stifel Financial
Missouri
+$338K

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.37M
2
GWM
Geneos Wealth Management
Colorado
-$396K
3
Osaic Holdings
Osaic Holdings
Arizona
-$368K
4
MFG
Merit Financial Group
Georgia
-$348K
5
HighTower Advisors
HighTower Advisors
Illinois
-$300K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$412K -$14.5K -219 -4%
SCA
27
Snowden Capital Advisors
New York
$358K – – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$340K +$111K +1,670 +52%
OMC
29
Old Mission Capital
Illinois
$336K +$318K +4,795 New
CWM
30
Cornerstone Wealth Management
Missouri
$297K +$41.1K +619 +17%
PIA
31
Perennial Investment Advisors
California
$283K +$268K +4,045 New
CIA
32
Compass Ion Advisors
Pennsylvania
$283K -$40.9K -617 -13%
IF
33
IRON Financial
Illinois
$280K – – –
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$268K +$3.85K +58 +2%
AWA
35
Arete Wealth Advisors
Illinois
$260K +$247K +3,717 New
BCA
36
Bay Colony Advisors
Massachusetts
$228K +$995 +15 +0.5%
AF
37
Aviso Financial
Ontario, Canada
$218K +$207K +3,114 New
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K – – –
NS
39
NBC Securities
Alabama
$109K +$43.8K +660 +73%
Raymond James Financial
40
Raymond James Financial
Florida
$86.2K +$81.7K +1,231 New
GSWM
41
Golden State Wealth Management
California
$38.5K – – –
Comerica Bank
42
Comerica Bank
Texas
$35K -$64.7K -975 -66%
NA
43
NewEdge Advisors
Louisiana
$35K – – –
AssetMark Inc
44
AssetMark Inc
California
$26K +$11.4K +172 +86%
CFP
45
Comprehensive Financial Planning
Pennsylvania
$23.1K +$66 +1 +0.3%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$19.3K +$18.2K +275 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$5K -$3.78K -57 -45%
GC
48
Garde Capital
Washington
$3.52K – – –
IA
49
IFP Advisors
Florida
$3.29K +$3.12K +47 New
Morgan Stanley
50
Morgan Stanley
New York
$2.99K – – –
1
2
3

CWS Hedge Fund Activity: Q2 2025 in Review

52 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Focused Equity ETF (CWS) for Q2 2025, worth a combined $66.9M — up 21% from $55.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CWS positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Trademark Financial Management, adding an estimated $2.78M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $1.37M sold.

  • 52 institutional investors held AdvisorShares Focused Equity ETF (CWS) as of Q2 2025, up from 48 in Q1 2025.
  • Funds reported $66.9M of AdvisorShares Focused Equity ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 8 funds opened new AdvisorShares Focused Equity ETF positions in Q2 2025 and 4 closed out, a net change of +4 holders.
  • The largest AdvisorShares Focused Equity ETF buyer in Q2 2025 was Trademark Financial Management, an estimated $2.78M added.
  • The largest AdvisorShares Focused Equity ETF seller in Q2 2025 was Thrivent Financial for Lutherans, an estimated $1.37M sold.

Based on aggregated 13F filings for Q2 2025.