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AdvisorShares Focused Equity ETF

51 hedge funds and large institutions have $67.7M invested in AdvisorShares Focused Equity ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

1% more capital invested

Capital invested by funds: $66.9M → $67.7M (+$744K)

0.94% more ownership

Funds ownership: 34.77%35.71% (+0.94%)

2% less funds holding

Funds holding: 5251 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
19
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
1
CIBC World Market
Ontario, Canada
$8.59M +$212K +3,068 +3%
Osaic Holdings
2
Osaic Holdings
Arizona
$8.19M -$1.35M -19,550 -14%
LPL Financial
3
LPL Financial
California
$7.24M +$123K +1,787 +2%
KAS
4
Kestra Advisory Services
Texas
$6.32M +$445K +6,449 +8%
Stifel Financial
5
Stifel Financial
Missouri
$6.04M +$236K +3,414 +4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$4.3M +$1.87M +27,037 +76%
TFM
7
Trademark Financial Management
Minnesota
$3.98M -$466K -6,753 -10%
MAC
8
Mason & Associates (California)
California
$3.05M +$209K +3,023 +7%
Raymond James Financial
9
Raymond James Financial
Florida
$2M +$1.92M +27,849 +2,262%
GWMR
10
GC Wealth Management RIA
Massachusetts
$1.43M +$191K +2,771 +15%
KA
11
Kovack Advisors
Florida
$1.39M -$98.4K -1,424 -7%
MFG
12
Merit Financial Group
Georgia
$1.15M +$156K +2,257 +16%
TA
13
TrueWealth Advisors
Alabama
$1.02M +$168K +2,438 +20%
KWM
14
Kingsman Wealth Management
Florida
$885K -$27.9K -404 -3%
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$823K
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$789K +$794K +11,498 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$762K +$44.3K +641 +6%
IAN
18
Integrated Advisors Network
Texas
$758K -$13.5K -195 -2%
Cerity Partners
19
Cerity Partners
New York
$700K -$13.8K -200 -2%
MEG
20
Millstone Evans Group
Colorado
$640K +$98.4K +1,424 +18%
DADC
21
D.A. Davidson & Co
Montana
$602K +$17.3K +250 +3%
NWM
22
Nova Wealth Management
Florida
$575K -$233K -3,379 -29%
MML Investors Services
23
MML Investors Services
Massachusetts
$508K +$38.5K +557 +8%
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$492K -$691 -10 -0.1%
SCM
25
Spreng Capital Management
Ohio
$460K -$1.93K -28 -0.4%

CWS Hedge Fund Activity: Q3 2025 in Review

51 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Focused Equity ETF (CWS) for Q3 2025, worth a combined $67.7M — up 1.1% from $66.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CWS and 5 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 19 added.

The largest buyer was Raymond James Financial, adding an estimated $1.92M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.32M.

  • 51 institutional investors held AdvisorShares Focused Equity ETF (CWS) as of Q3 2025, down from 52 in Q2 2025.
  • Funds reported $67.7M of AdvisorShares Focused Equity ETF stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 5 funds opened new AdvisorShares Focused Equity ETF positions in Q3 2025 and 6 closed out, a net change of -1 holder.
  • The largest AdvisorShares Focused Equity ETF buyer in Q3 2025 was Raymond James Financial, an estimated $1.92M added.
  • The largest AdvisorShares Focused Equity ETF seller in Q3 2025 was Cambridge Investment Research Advisors, an estimated $2.32M sold.

Based on aggregated 13F filings for Q3 2025.