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AdvisorShares Focused Equity ETF
CWS

51 hedge funds and large institutions have $67.7M invested in AdvisorShares Focused Equity ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

1% more capital invested

Capital invested by funds: $66.9M → $67.7M (+$744K)

0.94% more ownership

Funds ownership: 34.77% → 35.71% (+0.94%)

2% less funds holding

Funds holding: 52 → 51 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
19
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$1.92M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.87M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$794K
4
BPA
Beacon Pointe Advisors
California
+$452K
5
KAS
Kestra Advisory Services
Texas
+$445K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.32M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.35M
3
Two Sigma Investments
Two Sigma Investments
New York
-$777K
4
TFM
Trademark Financial Management
Minnesota
-$466K
5
AWA
Arete Wealth Advisors
Illinois
-$260K
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$449K +$452K +6,546 New
PIA
27
Perennial Investment Advisors
California
$405K +$128K +1,860 +46%
AWM
28
AE Wealth Management
Kansas
$373K -$31.2K -451 -8%
SCA
29
Snowden Capital Advisors
New York
$351K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$323K -$11.1K -161 -3%
CWM
31
Cornerstone Wealth Management
Missouri
$318K +$27.8K +402 +9%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$295K -$2.32M -33,521 -89%
CIA
33
Compass Ion Advisors
Pennsylvania
$277K – – –
IF
34
IRON Financial
Illinois
$275K – – –
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$263K -$484 -7 -0.2%
BCA
36
Bay Colony Advisors
Massachusetts
$240K +$17.2K +249 +8%
SPC
37
Sigma Planning Corp
Michigan
$240K +$241K +3,495 New
AF
38
Aviso Financial
Ontario, Canada
$233K +$19.2K +278 +9%
OMC
39
Old Mission Capital
Illinois
$212K -$118K -1,702 -35%
GAA
40
Global Assets Advisory
Florida
$205K +$206K +2,983 New
UBS Group
41
UBS Group
Switzerland
$146K +$147K +2,131 New
NS
42
NBC Securities
Alabama
$117K +$9.88K +143 +9%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$114K – – –
GSWM
44
Golden State Wealth Management
California
$36.4K -$1.38K -20 -4%
NA
45
NewEdge Advisors
Louisiana
$34.3K – – –
Comerica Bank
46
Comerica Bank
Texas
$34.2K -$69 -1 -0.2%
CFP
47
Comprehensive Financial Planning
Pennsylvania
$22.6K – – –
AssetMark Inc
48
AssetMark Inc
California
$22.3K -$3.25K -47 -13%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$5K – – –
Morgan Stanley
50
Morgan Stanley
New York
$2.91K – – –
1
2
3

CWS Hedge Fund Activity: Q3 2025 in Review

51 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Focused Equity ETF (CWS) for Q3 2025, worth a combined $67.7M — up 1.1% from $66.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CWS and 5 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 19 added.

The largest buyer was Raymond James Financial, adding an estimated $1.92M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.32M.

  • 51 institutional investors held AdvisorShares Focused Equity ETF (CWS) as of Q3 2025, down from 52 in Q2 2025.
  • Funds reported $67.7M of AdvisorShares Focused Equity ETF stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 5 funds opened new AdvisorShares Focused Equity ETF positions in Q3 2025 and 6 closed out, a net change of -1 holder.
  • The largest AdvisorShares Focused Equity ETF buyer in Q3 2025 was Raymond James Financial, an estimated $1.92M added.
  • The largest AdvisorShares Focused Equity ETF seller in Q3 2025 was Cambridge Investment Research Advisors, an estimated $2.32M sold.

Based on aggregated 13F filings for Q3 2025.