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AdvisorShares Focused Equity ETF
CWS

Overview Fund Activity

46 hedge funds and large institutions have $46.6M invested in AdvisorShares Focused Equity ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
10
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$3.98M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$5.96M
3
Ameriprise
3
Ameriprise
Minnesota
$381K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$325K
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$313K

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$366K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
CFGS
3
Concourse Financial Group Securities
Alabama
$5.5K
4
WS
4
Wedbush Securities
California
$0
5
MAC
5
Mason & Associates (California)
California
$2.46M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$8.17M 118,833 +4,532 +4%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$5.96M 86,732 +6,597 +8%
Stifel Financial
3
Stifel Financial
Missouri
$4.58M 66,582 +3,141 +5%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$3.98M 178,253 +178,253 New
KAS
5
Kestra Advisory Services
Texas
$2.79M 40,560 +4,468 +12%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.52M 36,641 -896 -2%
MAC
7
Mason & Associates (California)
California
$2.46M 35,732 -4,769 -12%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.08M 30,254 +2,621 +9%
KA
9
Kovack Advisors
Florida
$1.58M 23,014 -400 -2%
ZIMP
10
Zimmermann Investment Management & Planning
Pennsylvania
$1.44M 20,986 -1,178 -5%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$1.31M 19,067 -17 -0.1%
GWMR
12
GC Wealth Management RIA
Massachusetts
$977K 14,223 +1,281 +10%
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$824K 11,993 – –
Cerity Partners
14
Cerity Partners
New York
$722K 10,500 – –
IAN
15
Integrated Advisors Network
Texas
$718K 10,445 +189 +2%
EH
16
Equitable Holdings
New York
$560K 8,145 -394 -5%
SCM
17
Spreng Capital Management
Ohio
$475K 6,907 -2,176 -24%
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$465K 6,770 – –
AWM
19
AE Wealth Management
Kansas
$449K 6,527 -18 -0.3%
AWA
20
Arete Wealth Advisors
Illinois
$384K 5,614 +2,175 +63%
Ameriprise
21
Ameriprise
Minnesota
$381K 5,550 +5,550 New
OMC
22
Old Mission Capital
Illinois
$366K 5,320 -8,164 -61%
SCA
23
Snowden Capital Advisors
New York
$351K 5,110 – –
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$325K 4,728 +4,728 New
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$313K 4,558 +4,558 New
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