CWS icon

AdvisorShares Focused Equity ETF
CWS

Overview Fund Activity

47 hedge funds and large institutions have $454M invested in AdvisorShares Focused Equity ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 9 closing their positions.

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
7
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.7M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$7.08M
3
MFG
3
Merit Financial Group
Georgia
$1.04M
4
TFM
4
Trademark Financial Management
Minnesota
$598K
5
DADC
5
D.A. Davidson & Co
Montana
$524K

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$400M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$0
3
ZIMP
3
Zimmermann Investment Management & Planning
Pennsylvania
$0
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$400M 6,175 -595 -9%
Osaic Holdings
2
Osaic Holdings
Arizona
$10.7M 165,830 +129,189 +353%
LPL Financial
3
LPL Financial
California
$7.5M 115,772 -3,061 -3%
CIBC World Market
4
CIBC World Market
Ontario, Canada
$7.08M 109,240 +22,508 +26%
Stifel Financial
5
Stifel Financial
Missouri
$4.58M 70,709 +4,127 +6%
KAS
6
Kestra Advisory Services
Texas
$3.1M 47,923 +7,363 +18%
MAC
7
Mason & Associates (California)
California
$2.41M 37,145 +1,413 +4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.06M 31,751 +1,497 +5%
KA
9
Kovack Advisors
Florida
$1.5M 23,224 +210 +0.9%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$1.37M 19,101 +34 +0.2%
GWMR
11
GC Wealth Management RIA
Massachusetts
$1.21M 18,699 +4,476 +31%
NWM
12
Nova Wealth Management
Florida
$1.15M 17,763 +17,763 New
MFG
13
Merit Financial Group
Georgia
$1.04M 16,016 +16,016 New
PFGIA
14
Patriot Financial Group Insurance Agency
Massachusetts
$777K 11,993 – –
Cerity Partners
15
Cerity Partners
New York
$680K 10,500 – –
IAN
16
Integrated Advisors Network
Texas
$670K 10,338 -107 -1%
TFM
17
Trademark Financial Management
Minnesota
$598K 9,232 +9,232 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$584K 9,020 +4,292 +91%
EH
19
Equitable Holdings
New York
$567K 8,754 +609 +7%
DADC
20
D.A. Davidson & Co
Montana
$524K 8,086 +8,086 New
MEG
21
Millstone Evans Group
Colorado
$506K 7,807 +7,807 New
SCM
22
Spreng Capital Management
Ohio
$447K 6,895 -12 -0.2%
AWM
23
AE Wealth Management
Kansas
$423K 6,538 +11 +0.2%
OMC
24
Old Mission Capital
Illinois
$411K 6,342 +1,022 +19%
MML Investors Services
25
MML Investors Services
Massachusetts
$390K 6,025 +1,504 +33%
1
2 3