AdvisorShares Focused Equity ETF
CWS
48 hedge funds and large institutions have $55.3M invested in AdvisorShares Focused Equity ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 7 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2% more funds holding
Funds holding: 47 → 48 (+1)
0.57% more ownership
Funds ownership: 30.77% → 31.35% (+0.57%)
88% less capital invested
Capital invested by funds: $454M → $55.3M (-$398M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trademark Financial Management
Bloomington,
Minnesota
|
+$895K |
| 2 |
Two Sigma Investments
New York
|
+$735K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$577K |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$567K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$553K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.81M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.44M |
| 3 |
EH
Equitable Holdings
New York
|
-$567K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$411K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$297K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Citadel Advisors
Miami,
Florida
| – | -$297K | -4,584 | Closed |
|
|
AWA
52
Arete Wealth Advisors
Chicago,
Illinois
| – | -$282K | -4,359 | Closed |
|
53
Envestnet Portfolio Solutions
Chicago,
Illinois
| – | -$273K | -4,223 | Closed |
|
54
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$256K | -3,960 | Closed |
|
55
Fidelity Investments
Boston,
Massachusetts
| – | -$259 | -4 | Closed |
|
CWS Hedge Fund Activity: Q1 2025 in Review
48 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Focused Equity ETF (CWS) for Q1 2025, worth a combined $55.3M — down 88% from $454M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CWS positions and 7 closed out — a net gain of 1 holder — while 18 added to existing stakes and 13 trimmed.
The largest buyer was Trademark Financial Management, adding an estimated $895K. The largest seller was LPL Financial, cutting an estimated $1.81M.
- 48 institutional investors held AdvisorShares Focused Equity ETF (CWS) as of Q1 2025, up from 47 in Q4 2024.
- Funds reported $55.3M of AdvisorShares Focused Equity ETF stock for Q1 2025, down 88% quarter-over-quarter.
- 8 funds opened new AdvisorShares Focused Equity ETF positions in Q1 2025 and 7 closed out, a net change of +1 holder.
- The largest AdvisorShares Focused Equity ETF buyer in Q1 2025 was Trademark Financial Management, an estimated $895K added.
- The largest AdvisorShares Focused Equity ETF seller in Q1 2025 was LPL Financial, an estimated $1.81M sold.
Based on aggregated 13F filings for Q1 2025.