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AdvisorShares Focused Equity ETF
CWS

56 hedge funds and large institutions have $64.9M invested in AdvisorShares Focused Equity ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

6% more funds holding

Funds holding: 53 → 56 (+3)

0.23% less ownership

Funds ownership: 41.22% → 40.99% (-0.23%)

13% less capital invested

Capital invested by funds: $74.5M → $64.9M (-$9.67M)

54% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 24

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$1.82M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.74M
3
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
+$818K
4
SPC
Sigma Planning Corp
Michigan
+$715K
5
Citadel Advisors
Citadel Advisors
Florida
+$443K

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$3.55M
2
LPL Financial
LPL Financial
California
-$2.3M
3
TFM
Trademark Financial Management
Minnesota
-$2.05M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.44M
5
UAG
United Advisor Group
Ohio
-$781K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
26
Spreng Capital Management
Ohio
$434K -$136 -2 -0%
Citadel Advisors
27
Citadel Advisors
Florida
$421K +$443K +6,494 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$417K -$376K -5,518 -46%
CWM
29
Cornerstone Wealth Management
Missouri
$402K -$6.34K -93 -1%
IWA
30
Icon Wealth Advisors
Texas
$343K +$348K +5,112 New
AWM
31
AE Wealth Management
Kansas
$339K -$11.7K -172 -3%
SCA
32
Snowden Capital Advisors
New York
$331K – – –
IF
33
IRON Financial
Illinois
$259K – – –
AQR Capital Management
34
AQR Capital Management
Connecticut
$259K +$273K +4,000 New
IC
35
IEQ Capital
California
$259K +$273K +4,000 New
MFG
36
Merit Financial Group
Georgia
$248K -$340K -4,985 -57%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$236K – – –
KA
38
Kovack Advisors
Florida
$225K -$19.1K -280 -8%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$218K -$153K -2,241 -40%
BCA
40
Bay Colony Advisors
Massachusetts
$206K -$36.6K -537 -14%
NS
41
NBC Securities
Alabama
$101K -$10.2K -150 -9%
UBS Group
42
UBS Group
Switzerland
$95.2K -$51.2K -751 -34%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$88.5K – – –
HIW
44
Holos Integrated Wealth
Pennsylvania
$65.5K +$68.2K +1,000 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$52K +$54.3K +797 New
GSWM
46
Golden State Wealth Management
California
$34.4K – – –
NA
47
NewEdge Advisors
Louisiana
$32.4K – – –
US Bancorp
48
US Bancorp
Minnesota
$25.9K – – –
SWM
49
SHP Wealth Management
Massachusetts
$22.6K – – –
CFP
50
Comprehensive Financial Planning
Pennsylvania
$21.4K – – –
1
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CWS Hedge Fund Activity: Q1 2026 in Review

56 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Focused Equity ETF (CWS) for Q1 2026, worth a combined $64.9M — down 13% from $74.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CWS positions and 5 closed out — a net gain of 4 holders — while 11 added to existing stakes and 24 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.82M. The largest seller was Raymond James Financial, cutting an estimated $3.55M.

  • 56 institutional investors held AdvisorShares Focused Equity ETF (CWS) as of Q1 2026, up from 53 in Q4 2025.
  • Funds reported $64.9M of AdvisorShares Focused Equity ETF stock for Q1 2026, down 13% quarter-over-quarter.
  • 9 funds opened new AdvisorShares Focused Equity ETF positions in Q1 2026 and 5 closed out, a net change of +4 holders.
  • The largest AdvisorShares Focused Equity ETF buyer in Q1 2026 was Goldman Sachs, an estimated $1.82M added.
  • The largest AdvisorShares Focused Equity ETF seller in Q1 2026 was Raymond James Financial, an estimated $3.55M sold.

Based on aggregated 13F filings for Q1 2026.