AdvisorShares Focused Equity ETF
CWS
CWS
11 hedge funds and large institutions have $5.32M invested in AdvisorShares Focused Equity ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
-1
Holders Change %
-8.33%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
1
Citadel Advisors
Miami,
Florida
|
$0 |
| 2 |
MCM
2
Maryland Capital Management
Towson,
Maryland
|
$644K |
| 3 |
PO
3
Private Ocean
San Rafael,
California
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SA
1
SFI Advisors
Montclair,
New Jersey
| $2.5M | +$202K | +4,791 | +9% |
|
2
LPL Financial
San Diego,
California
| $864K | +$147K | +3,486 | +20% |
|
|
MCM
3
Maryland Capital Management
Towson,
Maryland
| $644K | -$6.31K | -150 | -1% |
|
|
SCM
4
Spreng Capital Management
Bucyrus,
Ohio
| $606K | – | – | – |
|
5
Baird Financial Group
Milwaukee,
Wisconsin
| $300K | +$300K | +7,139 | New |
|
|
AWM
6
AE Wealth Management
Topeka,
Kansas
| $256K | +$21.1K | +500 | +9% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $85K | – | – | – |
|
8
UBS Group
Zurich,
Switzerland
| $36K | +$19.9K | +472 | +124% |
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $24K | – | – | – |
|
10
Wells Fargo
San Francisco,
California
| $4K | – | – | – |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$270K | -5,588 | Closed |
|
|
PO
12
Private Ocean
San Rafael,
California
| – | -$1K | -21 | Closed |
|