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AdvisorShares Focused Equity ETF
CWS

Overview Fund Activity

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.

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
4
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$938K
2
LPL Financial
2
LPL Financial
California
$1.61M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$254K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$540K
5
IF
5
IRON Financial
Illinois
$203K

Top Sellers

1
Jane Street
1
Jane Street
New York
$246K
2
SA
2
SFI Advisors
New Jersey
$0
3
UBS Group
3
UBS Group
Switzerland
$0
4
AWM
4
AE Wealth Management
Kansas
$312K
5
Cerity Partners
5
Cerity Partners
New York
$768K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.61M +$387K +7,607 +32%
CAN
2
Cetera Advisor Networks
California
$981K +$162K +3,195 +20%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$938K +$938K +18,452 New
Cerity Partners
4
Cerity Partners
New York
$768K -$10.5K -207 -1%
SCM
5
Spreng Capital Management
Ohio
$720K -$7.02K -138 -1%
Osaic Holdings
6
Osaic Holdings
Arizona
$540K +$249K +4,906 +86%
CFGS
7
Concourse Financial Group Securities
Alabama
$320K +$13.1K +258 +4%
AWM
8
AE Wealth Management
Kansas
$312K -$16.1K -316 -5%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$254K +$254K +4,996 New
Jane Street
10
Jane Street
New York
$246K -$528K -10,384 -68%
IF
11
IRON Financial
Illinois
$203K +$203K +4,000 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$90K +$90K +1,768 New
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
NA
14
NewEdge Advisors
Louisiana
$10.2K +$10.2K +200 New
WT
15
Washington Trust
Rhode Island
$1.53K +$1.53K +30 New
PO
16
Private Ocean
California
$1.07K – – –
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$458 – – –
Wells Fargo
18
Wells Fargo
California
$15 -$48 -1 Closed
SA
19
SFI Advisors
New Jersey
– -$378K -7,941 Closed
UBS Group
20
UBS Group
Switzerland
– -$70.6K -1,484 Closed
Morgan Stanley
21
Morgan Stanley
New York
– -$95 -2 Closed