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AdvisorShares Focused Equity ETF

7 hedge funds and large institutions have $1.19M invested in AdvisorShares Focused Equity ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more capital invested

Capital invested by funds: $284K → $1.19M (+$903K)

133% more funds holding

Funds holding: 37 (+4)

5.47% more ownership

Funds ownership: 1.14%6.61% (+5.5%)

Holders
7
Holders Change
+4
Holders Change %
+133.33%
% of All Funds
0.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Maryland Capital Management
Maryland
$560K +$648K +18,300 New
Jane Street
2
Jane Street
New York
$313K +$362K +10,219 New
SCM
3
Spreng Capital Management
Ohio
$209K +$10.6K +300 +5%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$40K
Morgan Stanley
5
Morgan Stanley
New York
$37K +$42.5K +1,200 New
UBS Group
6
UBS Group
Switzerland
$28K +$32.3K +914 New

CWS Hedge Fund Activity: Q1 2020 in Review

7 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Focused Equity ETF (CWS) for Q1 2020, worth a combined $1.19M — up 318% from $284K a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CWS positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Maryland Capital Management, opening a new position worth an estimated $648K.

  • 7 institutional investors held AdvisorShares Focused Equity ETF (CWS) as of Q1 2020, up from 3 in Q4 2019.
  • Funds reported $1.19M of AdvisorShares Focused Equity ETF stock for Q1 2020, up 318% quarter-over-quarter.
  • 4 funds opened new AdvisorShares Focused Equity ETF positions in Q1 2020 and 0 closed out, a net change of +4 holders.
  • The largest AdvisorShares Focused Equity ETF buyer in Q1 2020 was Maryland Capital Management, an estimated $648K added.

Based on aggregated 13F filings for Q1 2020.