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DWMC

AdvisorShares Dorsey Wright Micro-Cap ETF
DWMC

Delisted

DWMC was delisted on the 13th of October, 2023.

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8 hedge funds and large institutions have $5.16M invested in AdvisorShares Dorsey Wright Micro-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding

Funds holding: 2 → 8 (+6)

260% more capital invested

Capital invested by funds: $1.44M → $5.16M (+$3.72M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
8
Holders Change
+6
Holders Change %
+300%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
–
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FEM
Fulcrum Equity Management
Texas
+$2.41M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$670K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$426K
4
UBS Group
UBS Group
Switzerland
+$40.3K
5
SPIA
Steward Partners Investment Advisory
New York
+$34.7K

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$64.1K
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$11.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
FEM
1
Fulcrum Equity Management
Texas
$2.37M +$2.41M +69,304 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.22M -$64.1K -1,844 -5%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$658K +$670K +19,281 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$418K +$426K +12,249 New
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$405K -$11.2K -321 -3%
UBS Group
6
UBS Group
Switzerland
$40K +$40.3K +1,159 New
SPIA
7
Steward Partners Investment Advisory
New York
$34.1K +$34.7K +1,000 New
Osaic Holdings
8
Osaic Holdings
Arizona
$19K +$18.9K +543 New

DWMC Hedge Fund Activity: Q1 2021 in Review

8 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright Micro-Cap ETF (DWMC) for Q1 2021, worth a combined $5.16M — up 260% from $1.44M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DWMC positions and 0 closed out — a net gain of 6 holders — while 0 added to existing stakes and 2 trimmed.

The largest buyer was Fulcrum Equity Management, opening a new position worth an estimated $2.41M. The largest seller was Commonwealth Equity Services, cutting an estimated $64.1K.

  • 8 institutional investors held AdvisorShares Dorsey Wright Micro-Cap ETF (DWMC) as of Q1 2021, up from 2 in Q4 2020.
  • Funds reported $5.16M of AdvisorShares Dorsey Wright Micro-Cap ETF stock for Q1 2021, up 260% quarter-over-quarter.
  • 6 funds opened new AdvisorShares Dorsey Wright Micro-Cap ETF positions in Q1 2021 and 0 closed out, a net change of +6 holders.
  • The largest AdvisorShares Dorsey Wright Micro-Cap ETF buyer in Q1 2021 was Fulcrum Equity Management, an estimated $2.41M added.
  • The largest AdvisorShares Dorsey Wright Micro-Cap ETF seller in Q1 2021 was Commonwealth Equity Services, an estimated $64.1K sold.

Based on aggregated 13F filings for Q1 2021.