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AdvisorShares Focused Equity ETF
CWS

Overview Fund Activity

32 hedge funds and large institutions have $31.5M invested in AdvisorShares Focused Equity ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+9
Holders Change %
+39.13%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
9
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.45M
2
MAC
2
Mason & Associates (California)
California
$2.48M
3
Stifel Financial
3
Stifel Financial
Missouri
$2.04M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.58M
5
KA
5
Kovack Advisors
Florida
$1.39M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
CFGS
2
Concourse Financial Group Securities
Alabama
$315K
3
CAN
3
Cetera Advisor Networks
California
$1.27M
4
ZIMP
4
Zimmermann Investment Management & Planning
Pennsylvania
$1.34M
5
BTI
5
Blue Trust Inc
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$5.45M +$2.5M +39,294 +85%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$3.59M +$597K +9,381 +20%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.92M +$1.07M +16,772 +58%
MAC
4
Mason & Associates (California)
California
$2.48M +$2.48M +38,909 New
Stifel Financial
5
Stifel Financial
Missouri
$2.04M +$2.04M +32,072 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.58M +$1.58M +24,795 New
KA
7
Kovack Advisors
Florida
$1.39M +$1.08M +16,906 +339%
ZIMP
8
Zimmermann Investment Management & Planning
Pennsylvania
$1.34M -$34.2K -537 -2%
CAN
9
Cetera Advisor Networks
California
$1.27M -$114K -1,789 -8%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$1.21M +$184K +2,882 +18%
HF
11
HRT Financial
New York
$968K +$968K +15,212 New
Cerity Partners
12
Cerity Partners
New York
$892K +$38.2K +600 +4%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$796K +$796K +12,497 New
GWMR
14
GC Wealth Management RIA
Massachusetts
$780K +$780K +12,243 New
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$764K +$764K +11,993 New
IAN
16
Integrated Advisors Network
Texas
$652K +$652K +10,242 New
EH
17
Equitable Holdings
New York
$623K +$62.4K +979 +11%
SCM
18
Spreng Capital Management
Ohio
$585K -$20.2K -317 -3%
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$431K +$431K +6,770 New
AWM
20
AE Wealth Management
Kansas
$425K -$7.39K -116 -2%
CFGS
21
Concourse Financial Group Securities
Alabama
$315K -$135K -2,118 -30%
CA
22
Cetera Advisors
Colorado
$309K +$85.8K +1,347 +38%
IF
23
IRON Financial
Illinois
$255K – – –
TA
24
TrueWealth Advisors
Alabama
$231K +$231K +3,626 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$110K +$55.2K +865 +101%
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