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AdvisorShares Focused Equity ETF
CWS

Overview Fund Activity

38 hedge funds and large institutions have $37.7M invested in AdvisorShares Focused Equity ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$2.24M
2
Stifel Financial
2
Stifel Financial
Missouri
$3.94M
3
LPL Financial
3
LPL Financial
California
$7.11M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$4.98M
5
OMC
5
Old Mission Capital
Illinois
$838K

Top Sellers

1
HF
1
HRT Financial
New York
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.33M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$552K
4
Cerity Partners
4
Cerity Partners
New York
$653K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$7.11M 114,301 +28,777 +34%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$4.98M 80,135 +23,780 +42%
Stifel Financial
3
Stifel Financial
Missouri
$3.94M 63,441 +31,369 +98%
MAC
4
Mason & Associates (California)
California
$2.52M 40,501 +1,592 +4%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.33M 37,537 -8,363 -18%
KAS
6
Kestra Advisory Services
Texas
$2.24M 36,092 +36,092 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.72M 27,633 +2,838 +11%
KA
8
Kovack Advisors
Florida
$1.46M 23,414 +1,518 +7%
ZIMP
9
Zimmermann Investment Management & Planning
Pennsylvania
$1.38M 22,164 +1,107 +5%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$1.19M 19,084 +147 +0.8%
OMC
11
Old Mission Capital
Illinois
$838K 13,484 +13,484 New
GWMR
12
GC Wealth Management RIA
Massachusetts
$805K 12,942 +699 +6%
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$746K 11,993 – –
Cerity Partners
14
Cerity Partners
New York
$653K 10,500 -3,507 -25%
IAN
15
Integrated Advisors Network
Texas
$638K 10,256 +14 +0.1%
SCM
16
Spreng Capital Management
Ohio
$565K 9,083 -98 -1%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$552K 8,885 -3,612 -29%
EH
18
Equitable Holdings
New York
$531K 8,539 -1,236 -13%
Jane Street
19
Jane Street
New York
$464K 7,466 +7,466 New
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$421K 6,770 – –
AWM
21
AE Wealth Management
Kansas
$407K 6,545 -131 -2%
WS
22
Wedbush Securities
California
$331K 5,318 +5,318 New
SCA
23
Snowden Capital Advisors
New York
$318K 5,110 +5,110 New
CFGS
24
Concourse Financial Group Securities
Alabama
$315K 5,065 +122 +2%
IF
25
IRON Financial
Illinois
$249K 4,000 – –
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