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AdvisorShares Focused Equity ETF

53 hedge funds and large institutions have $74.5M invested in AdvisorShares Focused Equity ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

10% more capital invested

Capital invested by funds: $67.7M → $74.5M (+$6.85M)

5.51% more ownership

Funds ownership: 35.71%41.22% (+5.5%)

4% more funds holding

Funds holding: 5153 (+2)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
19
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
26
Perennial Investment Advisors
California
$547K +$141K +2,060 +35%
NWM
27
Nova Wealth Management
Florida
$533K -$42.3K -617 -7%
BPA
28
Beacon Pointe Advisors
California
$491K +$41.1K +600 +9%
SCM
29
Spreng Capital Management
Ohio
$461K
CWM
30
Cornerstone Wealth Management
Missouri
$433K +$114K +1,663 +36%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$385K +$384K +5,604 New
AWM
32
AE Wealth Management
Kansas
$371K -$2.19K -32 -0.6%
SCA
33
Snowden Capital Advisors
New York
$351K
IF
34
IRON Financial
Illinois
$275K
KA
35
Kovack Advisors
Florida
$256K -$1.13M -16,484 -82%
BCA
36
Bay Colony Advisors
Massachusetts
$255K +$14.7K +214 +6%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$251K -$12.3K -179 -5%
CIA
38
Compass Ion Advisors
Pennsylvania
$239K -$38.7K -564 -14%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$213K -$110K -1,600 -34%
UBS Group
40
UBS Group
Switzerland
$153K +$6.17K +90 +4%
NS
41
NBC Securities
Alabama
$118K +$206 +3 +0.2%
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$94K -$19.5K -285 -17%
AF
43
Aviso Financial
Ontario, Canada
$43.9K -$189K -2,753 -81%
GSWM
44
Golden State Wealth Management
California
$36.5K +$69 +1 +0.2%
NA
45
NewEdge Advisors
Louisiana
$34.4K
Comerica Bank
46
Comerica Bank
Texas
$33.5K -$823 -12 -2%
US Bancorp
47
US Bancorp
Minnesota
$27.5K +$27.4K +400 New
SWM
48
SHP Wealth Management
Massachusetts
$23.9K +$23.9K +348 New
CFP
49
Comprehensive Financial Planning
Pennsylvania
$22.7K
AssetMark Inc
50
AssetMark Inc
California
$19.2K -$3.09K -45 -14%

CWS Hedge Fund Activity: Q4 2025 in Review

53 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Focused Equity ETF (CWS) for Q4 2025, worth a combined $74.5M — up 10% from $67.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CWS positions and 4 closed out — a net gain of 2 holders — while 19 added to existing stakes and 19 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.83M. The largest seller was Trademark Financial Management, cutting an estimated $1.93M.

  • 53 institutional investors held AdvisorShares Focused Equity ETF (CWS) as of Q4 2025, up from 51 in Q3 2025.
  • Funds reported $74.5M of AdvisorShares Focused Equity ETF stock for Q4 2025, up 10% quarter-over-quarter.
  • 6 funds opened new AdvisorShares Focused Equity ETF positions in Q4 2025 and 4 closed out, a net change of +2 holders.
  • The largest AdvisorShares Focused Equity ETF buyer in Q4 2025 was Cambridge Investment Research Advisors, an estimated $3.83M added.
  • The largest AdvisorShares Focused Equity ETF seller in Q4 2025 was Trademark Financial Management, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2025.