AdvisorShares Focused Equity ETF
CWS
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.
874% more capital invested
Capital invested by funds: $46.6M → $454M (+$407M)
214% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 7
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
2% more funds holding
Funds holding: 46 → 47 (+1)
0.89% less ownership
Funds ownership: 31.67% → 30.77% (-0.89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.91M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$1.55M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$1.1M |
| 4 |
TFM
Trademark Financial Management
Bloomington,
Minnesota
|
+$637K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$558K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$3.98M |
| 2 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$1.44M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$381K |
| 4 |
Jane Street
New York
|
-$302K |
| 5 |
LPL Financial
San Diego,
California
|
-$211K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Jane Street
New York
| – | -$302K | -4,394 | Closed |
|
|
NS
52
NBC Securities
Birmingham,
Alabama
| – | -$47K | -685 | Closed |
|
53
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$17K | -245 | Closed |
|
|
HI
54
Harbour Investments
Madison,
Wisconsin
| – | -$16.3K | -237 | Closed |
|
|
CFGS
55
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$5.52K | -80 | Closed |
|
|
NFA
56
Northwest Financial Advisors
Herndon,
Virginia
| – | -$3.98K | -58 | Closed |
|
CWS Hedge Fund Activity: Q4 2024 in Review
47 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Focused Equity ETF (CWS) for Q4 2024, worth a combined $454M — up 874% from $46.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CWS positions and 9 closed out — a net gain of 1 holder — while 22 added to existing stakes and 7 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $8.91M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $3.98M sold.
- 47 institutional investors held AdvisorShares Focused Equity ETF (CWS) as of Q4 2024, up from 46 in Q3 2024.
- Funds reported $454M of AdvisorShares Focused Equity ETF stock for Q4 2024, up 874% quarter-over-quarter.
- 10 funds opened new AdvisorShares Focused Equity ETF positions in Q4 2024 and 9 closed out, a net change of +1 holder.
- The largest AdvisorShares Focused Equity ETF buyer in Q4 2024 was Osaic Holdings, an estimated $8.91M added.
- The largest AdvisorShares Focused Equity ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $3.98M sold.
Based on aggregated 13F filings for Q4 2024.