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AdvisorShares Focused Equity ETF

53 hedge funds and large institutions have $74.5M invested in AdvisorShares Focused Equity ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

10% more capital invested

Capital invested by funds: $67.7M → $74.5M (+$6.85M)

5.51% more ownership

Funds ownership: 35.71%41.22% (+5.5%)

4% more funds holding

Funds holding: 5153 (+2)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
19
Reduced
19
Closed
4
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
$8.76M +$159K +2,320 +2%
Osaic Holdings
2
Osaic Holdings
Arizona
$7.36M -$816K -11,904 -10%
LPL Financial
3
LPL Financial
California
$6.99M -$266K -3,880 -4%
KAS
4
Kestra Advisory Services
Texas
$6.63M +$299K +4,365 +5%
Stifel Financial
5
Stifel Financial
Missouri
$6.3M +$260K +3,793 +4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$4.54M +$235K +3,420 +5%
Raymond James Financial
7
Raymond James Financial
Florida
$4.43M +$2.42M +35,319 +121%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.13M +$3.83M +55,849 +1,300%
MAC
9
Mason & Associates (California)
California
$3.12M +$63K +919 +2%
SWP
10
Stone Wealth Partners
Louisiana
$2.33M +$2.32M +33,881 New
TFM
11
Trademark Financial Management
Minnesota
$2.05M -$1.93M -28,151 -49%
UAG
12
United Advisor Group
Ohio
$1.37M +$1.37M +19,988 New
GWMR
13
GC Wealth Management RIA
Massachusetts
$1.35M -$75K -1,093 -5%
SPC
14
Sigma Planning Corp
Michigan
$1.31M +$1.06M +15,481 +443%
TA
15
TrueWealth Advisors
Alabama
$1.02M -$5.08K -74 -0.5%
KWM
16
Kingsman Wealth Management
Florida
$838K -$48.2K -703 -5%
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$824K
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$822K +$59K +861 +8%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$807K +$7.27K +106 +0.9%
IAN
20
Integrated Advisors Network
Texas
$757K -$2.74K -40 -0.4%
Cerity Partners
21
Cerity Partners
New York
$701K
DADC
22
D.A. Davidson & Co
Montana
$674K +$70.3K +1,025 +12%
MFG
23
Merit Financial Group
Georgia
$606K -$542K -7,898 -47%
MEG
24
Millstone Evans Group
Colorado
$565K -$75.8K -1,105 -12%
MML Investors Services
25
MML Investors Services
Massachusetts
$565K +$55.9K +815 +11%

CWS Hedge Fund Activity: Q4 2025 in Review

53 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Focused Equity ETF (CWS) for Q4 2025, worth a combined $74.5M — up 10% from $67.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CWS positions and 4 closed out — a net gain of 2 holders — while 19 added to existing stakes and 19 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.83M. The largest seller was Trademark Financial Management, cutting an estimated $1.93M.

  • 53 institutional investors held AdvisorShares Focused Equity ETF (CWS) as of Q4 2025, up from 51 in Q3 2025.
  • Funds reported $74.5M of AdvisorShares Focused Equity ETF stock for Q4 2025, up 10% quarter-over-quarter.
  • 6 funds opened new AdvisorShares Focused Equity ETF positions in Q4 2025 and 4 closed out, a net change of +2 holders.
  • The largest AdvisorShares Focused Equity ETF buyer in Q4 2025 was Cambridge Investment Research Advisors, an estimated $3.83M added.
  • The largest AdvisorShares Focused Equity ETF seller in Q4 2025 was Trademark Financial Management, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2025.