AdvisorShares Focused Equity ETF
CWS
52 hedge funds and large institutions have $66.9M invested in AdvisorShares Focused Equity ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
82% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 11
21% more capital invested
Capital invested by funds: $55.3M → $66.9M (+$11.6M)
8% more funds holding
Funds holding: 48 → 52 (+4)
3.42% more ownership
Funds ownership: 31.35% → 34.77% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trademark Financial Management
Bloomington,
Minnesota
|
+$2.78M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.51M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.95M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.01M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$338K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.37M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$396K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$368K |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$348K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$300K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
51
Parallel Advisors
San Francisco,
California
| $350 | – | – | – |
|
52
Wells Fargo
San Francisco,
California
| $49 | – | – | – |
|
53
JP Morgan Chase
New York
| $42 | – | – | – |
|
|
54
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$1.37M | -19,101 | Closed |
|
|
GWM
55
Geneos Wealth Management
Englewood,
Colorado
| – | -$396K | -6,050 | Closed |
|
|
56
HighTower Advisors
Chicago,
Illinois
| – | -$300K | -4,579 | Closed |
|
57
UBS Group
Zurich,
Switzerland
| – | -$246K | -3,765 | Closed |
|
CWS Hedge Fund Activity: Q2 2025 in Review
52 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Focused Equity ETF (CWS) for Q2 2025, worth a combined $66.9M — up 21% from $55.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CWS positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 11 trimmed.
The largest buyer was Trademark Financial Management, adding an estimated $2.78M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $1.37M sold.
- 52 institutional investors held AdvisorShares Focused Equity ETF (CWS) as of Q2 2025, up from 48 in Q1 2025.
- Funds reported $66.9M of AdvisorShares Focused Equity ETF stock for Q2 2025, up 21% quarter-over-quarter.
- 8 funds opened new AdvisorShares Focused Equity ETF positions in Q2 2025 and 4 closed out, a net change of +4 holders.
- The largest AdvisorShares Focused Equity ETF buyer in Q2 2025 was Trademark Financial Management, an estimated $2.78M added.
- The largest AdvisorShares Focused Equity ETF seller in Q2 2025 was Thrivent Financial for Lutherans, an estimated $1.37M sold.
Based on aggregated 13F filings for Q2 2025.