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AdvisorShares Focused Equity ETF

53 hedge funds and large institutions have $74.5M invested in AdvisorShares Focused Equity ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

10% more capital invested

Capital invested by funds: $67.7M → $74.5M (+$6.85M)

5.51% more ownership

Funds ownership: 35.71%41.22% (+5.5%)

4% more funds holding

Funds holding: 5153 (+2)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
19
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$2.94K
PA
52
Parallel Advisors
California
$344
JP Morgan Chase
53
JP Morgan Chase
New York
$41
Wells Fargo
54
Wells Fargo
California
$36 +$69 +1 New
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
-$492K -7,170 Closed
OMC
56
Old Mission Capital
Illinois
-$212K -3,093 Closed
GAA
57
Global Assets Advisory
Florida
-$205K -2,983 Closed
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
-$5K -71 Closed

CWS Hedge Fund Activity: Q4 2025 in Review

53 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Focused Equity ETF (CWS) for Q4 2025, worth a combined $74.5M — up 10% from $67.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CWS positions and 4 closed out — a net gain of 2 holders — while 19 added to existing stakes and 19 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.83M. The largest seller was Trademark Financial Management, cutting an estimated $1.93M.

  • 53 institutional investors held AdvisorShares Focused Equity ETF (CWS) as of Q4 2025, up from 51 in Q3 2025.
  • Funds reported $74.5M of AdvisorShares Focused Equity ETF stock for Q4 2025, up 10% quarter-over-quarter.
  • 6 funds opened new AdvisorShares Focused Equity ETF positions in Q4 2025 and 4 closed out, a net change of +2 holders.
  • The largest AdvisorShares Focused Equity ETF buyer in Q4 2025 was Cambridge Investment Research Advisors, an estimated $3.83M added.
  • The largest AdvisorShares Focused Equity ETF seller in Q4 2025 was Trademark Financial Management, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2025.