AdvisorShares Focused Equity ETF
CWS
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.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
23% more capital invested
Capital invested by funds: $37.7M → $46.6M (+$8.82M)
21% more funds holding
Funds holding: 38 → 46 (+8)
7.19% more ownership
Funds ownership: 24.48% → 31.67% (+7.2%)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$11.7M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$434K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$365K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$311K |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$300K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$552K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$537K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
-$331K |
| 4 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$328K |
| 5 |
MAC
Mason & Associates (California)
Los Angeles,
California
|
-$314K |
CWS Hedge Fund Activity: Q3 2024 in Review
46 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Focused Equity ETF (CWS) for Q3 2024, worth a combined $46.6M — up 23% from $37.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CWS positions and 3 closed out — a net gain of 9 holders — while 10 added to existing stakes and 14 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $11.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $552K sold.
- 46 institutional investors held AdvisorShares Focused Equity ETF (CWS) as of Q3 2024, up from 38 in Q2 2024.
- Funds reported $46.6M of AdvisorShares Focused Equity ETF stock for Q3 2024, up 23% quarter-over-quarter.
- 12 funds opened new AdvisorShares Focused Equity ETF positions in Q3 2024 and 3 closed out, a net change of +9 holders.
- The largest AdvisorShares Focused Equity ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $11.7M added.
- The largest AdvisorShares Focused Equity ETF seller in Q3 2024 was Susquehanna International Group, an estimated $552K sold.
Based on aggregated 13F filings for Q3 2024.