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AdvisorShares Focused Equity ETF

51 hedge funds and large institutions have $67.7M invested in AdvisorShares Focused Equity ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

1% more capital invested

Capital invested by funds: $66.9M → $67.7M (+$744K)

0.94% more ownership

Funds ownership: 34.77%35.71% (+0.94%)

2% less funds holding

Funds holding: 5251 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
19
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Parallel Advisors
California
$343
JP Morgan Chase
52
JP Morgan Chase
New York
$41
Wells Fargo
53
Wells Fargo
California
$28 -$69 -1 Closed
Two Sigma Investments
54
Two Sigma Investments
New York
-$777K -11,100 Closed
AWA
55
Arete Wealth Advisors
Illinois
-$260K -3,717 Closed
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
-$19.3K -275 Closed
GC
57
Garde Capital
Washington
-$3.52K -50 Closed
IA
58
IFP Advisors
Florida
-$3.29K -47 Closed

CWS Hedge Fund Activity: Q3 2025 in Review

51 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Focused Equity ETF (CWS) for Q3 2025, worth a combined $67.7M — up 1.1% from $66.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CWS and 5 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 19 added.

The largest buyer was Raymond James Financial, adding an estimated $1.92M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.32M.

  • 51 institutional investors held AdvisorShares Focused Equity ETF (CWS) as of Q3 2025, down from 52 in Q2 2025.
  • Funds reported $67.7M of AdvisorShares Focused Equity ETF stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 5 funds opened new AdvisorShares Focused Equity ETF positions in Q3 2025 and 6 closed out, a net change of -1 holder.
  • The largest AdvisorShares Focused Equity ETF buyer in Q3 2025 was Raymond James Financial, an estimated $1.92M added.
  • The largest AdvisorShares Focused Equity ETF seller in Q3 2025 was Cambridge Investment Research Advisors, an estimated $2.32M sold.

Based on aggregated 13F filings for Q3 2025.