AdvisorShares Focused Equity ETF
CWS
17 hedge funds and large institutions have $10.3M invested in AdvisorShares Focused Equity ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 5 closing their positions.
47% more capital invested
Capital invested by funds: $7.01M → $10.3M (+$3.27M)
0.63% more ownership
Funds ownership: 13.93% → 14.56% (+0.63%)
6% less funds holding
Funds holding: 18 → 17 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$1.42M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$697K |
| 3 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
+$594K |
| 4 |
LPL Financial
San Diego,
California
|
+$556K |
| 5 |
LCGC
Legacy Capital Group California
Los Gatos,
California
|
+$510K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$938K |
| 2 |
Jane Street
New York
|
-$246K |
| 3 |
SCM
Spreng Capital Management
Bucyrus,
Ohio
|
-$144K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$46.8K |
| 5 |
Cerity Partners
New York
|
-$27.4K |
CWS Hedge Fund Activity: Q2 2023 in Review
17 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Focused Equity ETF (CWS) for Q2 2023, worth a combined $10.3M — up 47% from $7.01M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CWS and 4 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 4 added.
The largest buyer was Fulcrum Equity Management, opening a new position worth an estimated $1.42M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $938K sold.
- 17 institutional investors held AdvisorShares Focused Equity ETF (CWS) as of Q2 2023, down from 18 in Q1 2023.
- Funds reported $10.3M of AdvisorShares Focused Equity ETF stock for Q2 2023, up 47% quarter-over-quarter.
- 4 funds opened new AdvisorShares Focused Equity ETF positions in Q2 2023 and 5 closed out, a net change of -1 holder.
- The largest AdvisorShares Focused Equity ETF buyer in Q2 2023 was Fulcrum Equity Management, an estimated $1.42M added.
- The largest AdvisorShares Focused Equity ETF seller in Q2 2023 was Cambridge Investment Research Advisors, an estimated $938K sold.
Based on aggregated 13F filings for Q2 2023.