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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.82M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.74M |
| 3 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$818K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$715K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$443K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$3.55M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.3M |
| 3 |
TFM
Trademark Financial Management
Bloomington,
Minnesota
|
-$2.05M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.44M |
| 5 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
-$781K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
AssetMark Inc
Concord,
California
| $18.1K | – | – | – |
|
|
LFG
52
Larson Financial Group
St Louis,
Missouri
| $10.8K | +$11.4K | +167 | New |
|
|
AF
53
Aviso Financial
Toronto,
Ontario, Canada
| $9K | -$34.1K | -500 | -78% |
|
54
Morgan Stanley
New York
| $2.75K | – | – | – |
|
|
VAI
55
Vanguard Advisers Inc
Malvern,
Pennsylvania
| $1.17K | +$1.23K | +18 | New |
|
56
JP Morgan Chase
New York
| $38 | – | – | – |
|
57
Wells Fargo
San Francisco,
California
| $37 | – | – | – |
|
|
TFM
58
Trademark Financial Management
Bloomington,
Minnesota
| – | -$2.05M | -29,783 | Closed |
|
59
MML Investors Services
Springfield,
Massachusetts
| – | -$565K | -8,216 | Closed |
|
|
CIA
60
Compass Ion Advisors
Conshohocken,
Pennsylvania
| – | -$239K | -3,478 | Closed |
|
61
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$213K | -3,100 | Closed |
|
|
PA
62
Parallel Advisors
San Francisco,
California
| – | -$344 | -5 | Closed |
|
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.