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AdvisorShares Focused Equity ETF

56 hedge funds and large institutions have $64.9M invested in AdvisorShares Focused Equity ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

6% more funds holding

Funds holding: 5356 (+3)

0.23% less ownership

Funds ownership: 41.22%40.99% (-0.23%)

13% less capital invested

Capital invested by funds: $74.5M → $64.9M (-$9.67M)

54% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 24

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
24
Closed
5
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
$8.39M +$136K +1,993 +2%
KAS
2
Kestra Advisory Services
Texas
$6.36M +$114K +1,670 +2%
Stifel Financial
3
Stifel Financial
Missouri
$6M +$60.1K +882 +1%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.57M -$1.44M -21,071 -20%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.55M +$1.74M +25,490 +42%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$4.43M +$154K +2,260 +3%
LPL Financial
7
LPL Financial
California
$4.4M -$2.3M -33,797 -33%
MAC
8
Mason & Associates (California)
California
$3.07M +$204K +2,999 +7%
SWP
9
Stone Wealth Partners
Louisiana
$2.14M -$57.1K -837 -2%
SPC
10
Sigma Planning Corp
Michigan
$1.91M +$715K +10,484 +55%
Goldman Sachs
11
Goldman Sachs
New York
$1.73M +$1.82M +26,731 New
PFGIA
12
Patriot Financial Group Insurance Agency
Massachusetts
$1.55M +$818K +11,993 +100%
GWMR
13
GC Wealth Management RIA
Massachusetts
$1.17M -$106K -1,556 -8%
TA
14
TrueWealth Advisors
Alabama
$1.12M +$166K +2,442 +17%
Raymond James Financial
15
Raymond James Financial
Florida
$802K -$3.55M -52,013 -81%
DADC
16
D.A. Davidson & Co
Montana
$723K +$92.8K +1,362 +14%
IAN
17
Integrated Advisors Network
Texas
$626K -$91.7K -1,345 -12%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$604K -$155K -2,280 -20%
KWM
19
Kingsman Wealth Management
Florida
$592K -$208K -3,053 -25%
UAG
20
United Advisor Group
Ohio
$552K -$781K -11,461 -57%
MEG
21
Millstone Evans Group
Colorado
$523K -$9.75K -143 -2%
PIA
22
Perennial Investment Advisors
California
$507K -$8.93K -131 -2%
BPA
23
Beacon Pointe Advisors
California
$477K +$15.3K +225 +3%
Cerity Partners
24
Cerity Partners
New York
$461K -$210K -3,082 -30%
NWM
25
Nova Wealth Management
Florida
$446K -$59.5K -873 -11%

CWS Hedge Fund Activity: Q1 2026 in Review

56 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Focused Equity ETF (CWS) for Q1 2026, worth a combined $64.9M — down 13% from $74.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CWS positions and 5 closed out — a net gain of 4 holders — while 11 added to existing stakes and 24 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.82M. The largest seller was Raymond James Financial, cutting an estimated $3.55M.

  • 56 institutional investors held AdvisorShares Focused Equity ETF (CWS) as of Q1 2026, up from 53 in Q4 2025.
  • Funds reported $64.9M of AdvisorShares Focused Equity ETF stock for Q1 2026, down 13% quarter-over-quarter.
  • 9 funds opened new AdvisorShares Focused Equity ETF positions in Q1 2026 and 5 closed out, a net change of +4 holders.
  • The largest AdvisorShares Focused Equity ETF buyer in Q1 2026 was Goldman Sachs, an estimated $1.82M added.
  • The largest AdvisorShares Focused Equity ETF seller in Q1 2026 was Raymond James Financial, an estimated $3.55M sold.

Based on aggregated 13F filings for Q1 2026.