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AdvisorShares Focused Equity ETF
CWS

Overview Fund Activity

47 hedge funds and large institutions have $454M invested in AdvisorShares Focused Equity ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
7
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$10.7M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$7.08M
3
MFG
Merit Financial Group
Georgia
$1.04M
4
TFM
Trademark Financial Management
Minnesota
$598K
5
DADC
D.A. Davidson & Co
Montana
$524K

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$400M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$0
3
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$0
4
Ameriprise
Ameriprise
Minnesota
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
– -$302K -4,394 Closed
NS
52
NBC Securities
Alabama
– -$47K -685 Closed
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
– -$17K -245 Closed
HI
54
Harbour Investments
Wisconsin
– -$16.3K -237 Closed
CFGS
55
Concourse Financial Group Securities
Alabama
– -$5.5K -80 Closed
NFA
56
Northwest Financial Advisors
Virginia
– -$3.99K -58 Closed
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