AdvisorShares Focused Equity ETF
CWS
3 hedge funds and large institutions have $284K invested in AdvisorShares Focused Equity ETF in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
576% more capital invested
Capital invested by funds: $42K → $284K (+$242K)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more funds holding
Funds holding: 2 → 3 (+1)
0.95% more ownership
Funds ownership: 0.19% → 1.14% (+0.95%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$36 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
1
Spreng Capital Management
Bucyrus,
Ohio
| $244K | +$236K | +6,534 | New |
|
2
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $40K | – | – | – |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| – | -$2K | -60 | Closed |
|
|
4
Wells Fargo
San Francisco,
California
| – | +$36 | +1 | New |
|
CWS Hedge Fund Activity: Q4 2019 in Review
3 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Focused Equity ETF (CWS) for Q4 2019, worth a combined $284K — up 576% from $42K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CWS positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Wells Fargo, opening a new position worth an estimated $36. The largest seller was IFP Advisors, exiting entirely with an estimated $2K sold.
- 3 institutional investors held AdvisorShares Focused Equity ETF (CWS) as of Q4 2019, up from 2 in Q3 2019.
- Funds reported $284K of AdvisorShares Focused Equity ETF stock for Q4 2019, up 576% quarter-over-quarter.
- 2 funds opened new AdvisorShares Focused Equity ETF positions in Q4 2019 and 1 closed out, a net change of +1 holder.
- The largest AdvisorShares Focused Equity ETF buyer in Q4 2019 was Wells Fargo, an estimated $36 added.
- The largest AdvisorShares Focused Equity ETF seller in Q4 2019 was IFP Advisors, an estimated $2K sold.
Based on aggregated 13F filings for Q4 2019.