AdvisorShares Focused Equity ETF
CWS
23 hedge funds and large institutions have $14.6M invested in AdvisorShares Focused Equity ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
55% more capital invested
Capital invested by funds: $9.45M → $14.6M (+$5.17M)
35% more funds holding
Funds holding: 17 → 23 (+6)
3.78% more ownership
Funds ownership: 13.23% → 17.01% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$1.65M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$864K |
| 3 |
EH
Equitable Holdings
New York
|
+$474K |
| 4 |
Jane Street
New York
|
+$258K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$194K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$320K |
| 2 |
SCM
Spreng Capital Management
Bucyrus,
Ohio
|
-$76.6K |
| 3 |
Cerity Partners
New York
|
-$40.4K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$8.88K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.75K |
CWS Hedge Fund Activity: Q4 2023 in Review
23 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Focused Equity ETF (CWS) for Q4 2023, worth a combined $14.6M — up 55% from $9.45M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CWS positions and 2 closed out — a net gain of 6 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was CIBC World Market, adding an estimated $1.65M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $320K sold.
- 23 institutional investors held AdvisorShares Focused Equity ETF (CWS) as of Q4 2023, up from 17 in Q3 2023.
- Funds reported $14.6M of AdvisorShares Focused Equity ETF stock for Q4 2023, up 55% quarter-over-quarter.
- 8 funds opened new AdvisorShares Focused Equity ETF positions in Q4 2023 and 2 closed out, a net change of +6 holders.
- The largest AdvisorShares Focused Equity ETF buyer in Q4 2023 was CIBC World Market, an estimated $1.65M added.
- The largest AdvisorShares Focused Equity ETF seller in Q4 2023 was Susquehanna International Group, an estimated $320K sold.
Based on aggregated 13F filings for Q4 2023.