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AdvisorShares Focused Equity ETF
CWS

Overview Fund Activity

48 hedge funds and large institutions have $55.3M invested in AdvisorShares Focused Equity ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFM
Trademark Financial Management
Minnesota
$1.49M
2
Two Sigma Investments
Two Sigma Investments
New York
$727K
3
Stifel Financial
Stifel Financial
Missouri
$5.2M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$7.71M
5
KAS
Kestra Advisory Services
Texas
$3.68M

Top Sellers

1
LPL Financial
LPL Financial
California
$5.79M
2
Osaic Holdings
Osaic Holdings
Arizona
$9.43M
3
EH
Equitable Holdings
New York
$0
4
OMC
Old Mission Capital
Illinois
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$9.43M -$1.43M -21,812 -13%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$7.71M +$561K +8,567 +8%
LPL Financial
3
LPL Financial
California
$5.79M -$1.79M -27,269 -24%
Stifel Financial
4
Stifel Financial
Missouri
$5.2M +$570K +8,711 +12%
KAS
5
Kestra Advisory Services
Texas
$3.68M +$547K +8,353 +17%
MAC
6
Mason & Associates (California)
California
$2.58M +$150K +2,297 +6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.13M +$52K +795 +3%
TFM
8
Trademark Financial Management
Minnesota
$1.49M +$884K +13,509 +146%
KA
9
Kovack Advisors
Florida
$1.43M -$93.1K -1,422 -6%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$1.37M – – –
MFG
11
Merit Financial Group
Georgia
$1.29M +$242K +3,689 +23%
GWMR
12
GC Wealth Management RIA
Massachusetts
$1.26M +$32.1K +491 +3%
NWM
13
Nova Wealth Management
Florida
$953K -$210K -3,204 -18%
KWM
14
Kingsman Wealth Management
Florida
$867K +$867K +13,236 New
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$785K – – –
Two Sigma Investments
16
Two Sigma Investments
New York
$727K +$727K +11,100 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$699K +$108K +1,657 +18%
IAN
18
Integrated Advisors Network
Texas
$682K +$5.43K +83 +0.8%
Cerity Partners
19
Cerity Partners
New York
$681K -$6.55K -100 -1%
TA
20
TrueWealth Advisors
Alabama
$588K +$200K +3,049 +51%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$565K +$161K +2,455 +40%
DADC
22
D.A. Davidson & Co
Montana
$538K +$8.38K +128 +2%
MEG
23
Millstone Evans Group
Colorado
$511K – – –
SCM
24
Spreng Capital Management
Ohio
$441K -$10.7K -164 -2%
AWM
25
AE Wealth Management
Kansas
$400K -$28.5K -435 -7%
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