CWS icon

AdvisorShares Focused Equity ETF
CWS

Overview Fund Activity

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.

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEM
1
Fulcrum Equity Management
Texas
$1.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.31M
3
ZIMP
3
Zimmermann Investment Management & Planning
Pennsylvania
$628K
4
LPL Financial
4
LPL Financial
California
$2.29M
5
LCGC
5
Legacy Capital Group California
California
$539K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$0
2
Jane Street
2
Jane Street
New York
$0
3
SCM
3
Spreng Capital Management
Ohio
$611K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$220K
5
Cerity Partners
5
Cerity Partners
New York
$785K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$2.29M +$588K +10,897 +34%
FEM
2
Fulcrum Equity Management
Texas
$1.5M +$1.5M +27,885 New
Osaic Holdings
3
Osaic Holdings
Arizona
$1.31M +$736K +13,651 +129%
CAN
4
Cetera Advisor Networks
California
$1.07M +$33.4K +620 +3%
Cerity Partners
5
Cerity Partners
New York
$785K -$28.9K -536 -4%
ZIMP
6
Zimmermann Investment Management & Planning
Pennsylvania
$628K +$628K +11,645 New
SCM
7
Spreng Capital Management
Ohio
$611K -$153K -2,831 -20%
LCGC
8
Legacy Capital Group California
California
$539K +$539K +9,984 New
CFGS
9
Concourse Financial Group Securities
Alabama
$363K +$24K +445 +7%
AWM
10
AE Wealth Management
Kansas
$315K -$16.3K -302 -5%
HF
11
HRT Financial
New York
$300K +$300K +5,579 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$220K -$49.5K -917 -18%
IF
13
IRON Financial
Illinois
$216K – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$95K -$432 -8 -0.5%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
NA
16
NewEdge Advisors
Louisiana
$10.8K – – –
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$486 – – –
Wells Fargo
18
Wells Fargo
California
$15 -$15 – –
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
– -$938K -18,452 Closed
Jane Street
20
Jane Street
New York
– -$246K -4,837 Closed
WT
21
Washington Trust
Rhode Island
– -$1.53K -30 Closed
PO
22
Private Ocean
California
– -$1.07K -21 Closed