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AdvisorShares Focused Equity ETF
CWS

Overview Fund Activity

52 hedge funds and large institutions have $67.8M invested in AdvisorShares Focused Equity ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
21
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFM
1
Trademark Financial Management
Minnesota
$4.53M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.65M
3
KAS
3
Kestra Advisory Services
Texas
$6M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.6M
5
LPL Financial
5
LPL Financial
California
$7.26M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$0
2
GWM
2
Geneos Wealth Management
Colorado
$0
3
MFG
3
Merit Financial Group
Georgia
$1.01M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$0
5
UBS Group
5
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$10.6M +$1.24M +19,155 +13%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$8.55M +$302K +4,308 +4%
LPL Financial
3
LPL Financial
California
$7.26M +$1.07M +15,273 +17%
KAS
4
Kestra Advisory Services
Texas
$6M +$2.06M +29,374 +52%
Stifel Financial
5
Stifel Financial
Missouri
$5.92M +$357K +5,102 +6%
TFM
6
Trademark Financial Management
Minnesota
$4.53M +$2.94M +41,946 +184%
MAC
7
Mason & Associates (California)
California
$2.9M +$139K +1,992 +5%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.65M +$2.65M +37,816 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.5M +$219K +3,125 +10%
KA
10
Kovack Advisors
Florida
$1.51M -$12K -172 -0.8%
GWMR
11
GC Wealth Management RIA
Massachusetts
$1.26M -$83.5K -1,193 -6%
MFG
12
Merit Financial Group
Georgia
$1.01M -$367K -5,246 -27%
KWM
13
Kingsman Wealth Management
Florida
$931K +$4.41K +63 +0.5%
TA
14
TrueWealth Advisors
Alabama
$870K +$241K +3,446 +38%
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$840K – – –
NWM
16
Nova Wealth Management
Florida
$823K -$197K -2,809 -19%
IAN
17
Integrated Advisors Network
Texas
$787K +$57.7K +824 +8%
Two Sigma Investments
18
Two Sigma Investments
New York
$777K – – –
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$732K -$15.2K -217 -2%
Cerity Partners
20
Cerity Partners
New York
$728K – – –
DADC
21
D.A. Davidson & Co
Montana
$597K +$21.8K +311 +4%
MEG
22
Millstone Evans Group
Colorado
$554K +$7K +100 +1%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$503K -$102K -1,450 -17%
MML Investors Services
24
MML Investors Services
Massachusetts
$479K +$58.2K +832 +14%
SCM
25
Spreng Capital Management
Ohio
$471K – – –
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