AdvisorShares Focused Equity ETF
CWS
18 hedge funds and large institutions have $7.01M invested in AdvisorShares Focused Equity ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
31% more capital invested
Capital invested by funds: $5.37M → $7.01M (+$1.64M)
20% more funds holding
Funds holding: 15 → 18 (+3)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
2.44% less ownership
Funds ownership: 16.37% → 13.93% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$920K |
| 2 |
LPL Financial
San Diego,
California
|
+$379K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$249K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$245K |
| 5 |
IF
IRON Financial
Northbrook,
Illinois
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$518K |
| 2 |
SA
SFI Advisors
Montclair,
New Jersey
|
-$378K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$70.6K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$15.8K |
| 5 |
Cerity Partners
New York
|
-$10.3K |
CWS Hedge Fund Activity: Q1 2023 in Review
18 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Focused Equity ETF (CWS) for Q1 2023, worth a combined $7.01M — up 31% from $5.37M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CWS positions and 4 closed out — a net gain of 3 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $920K. The largest seller was Jane Street, cutting an estimated $518K.
- 18 institutional investors held AdvisorShares Focused Equity ETF (CWS) as of Q1 2023, up from 15 in Q4 2022.
- Funds reported $7.01M of AdvisorShares Focused Equity ETF stock for Q1 2023, up 31% quarter-over-quarter.
- 7 funds opened new AdvisorShares Focused Equity ETF positions in Q1 2023 and 4 closed out, a net change of +3 holders.
- The largest AdvisorShares Focused Equity ETF buyer in Q1 2023 was Cambridge Investment Research Advisors, an estimated $920K added.
- The largest AdvisorShares Focused Equity ETF seller in Q1 2023 was Jane Street, an estimated $518K sold.
Based on aggregated 13F filings for Q1 2023.