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AdvisorShares Focused Equity ETF
CWS

Overview Fund Activity

17 hedge funds and large institutions have $9.45M invested in AdvisorShares Focused Equity ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
17
Holders Change
–
Holders Change %
0%
% 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
6
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$851K
2
ZIMP
2
Zimmermann Investment Management & Planning
Pennsylvania
$1.06M
3
KA
3
Kovack Advisors
Florida
$227K
4
LPL Financial
4
LPL Financial
California
$2.33M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$320K

Top Sellers

1
FEM
1
Fulcrum Equity Management
Texas
$0
2
LCGC
2
Legacy Capital Group California
California
$0
3
HF
3
HRT Financial
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$47K
5
SCM
5
Spreng Capital Management
Ohio
$570K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$2.33M +$107K +2,055 +5%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.33M +$65.5K +1,256 +5%
ZIMP
3
Zimmermann Investment Management & Planning
Pennsylvania
$1.06M +$454K +8,695 +75%
CAN
4
Cetera Advisor Networks
California
$1.03M -$4.33K -83 -0.4%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$851K +$851K +16,309 New
Cerity Partners
6
Cerity Partners
New York
$739K -$20.9K -400 -3%
SCM
7
Spreng Capital Management
Ohio
$570K -$21.2K -407 -4%
CFGS
8
Concourse Financial Group Securities
Alabama
$364K +$13.1K +252 +4%
AWM
9
AE Wealth Management
Kansas
$338K +$33.8K +647 +11%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$320K +$107K +2,047 +50%
KA
11
Kovack Advisors
Florida
$227K +$227K +4,354 New
IF
12
IRON Financial
Illinois
$209K – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$47K -$44.9K -860 -49%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
NA
15
NewEdge Advisors
Louisiana
$10.4K – – –
UBS Group
16
UBS Group
Switzerland
$4.75K +$4.75K +91 New
Morgan Stanley
17
Morgan Stanley
New York
$2.14K +$2.14K +41 New
Wells Fargo
18
Wells Fargo
California
$15 -$15 – –
FEM
19
Fulcrum Equity Management
Texas
– -$1.5M -27,885 Closed
LCGC
20
Legacy Capital Group California
California
– -$539K -9,984 Closed
HF
21
HRT Financial
New York
– -$300K -5,579 Closed
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
– -$486 -9 Closed