AdvisorShares Dorsey Wright Micro-Cap ETF
DWMC
DWMC was delisted on the 13th of October, 2023.
10 hedge funds and large institutions have $7.24M invested in AdvisorShares Dorsey Wright Micro-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
29% more capital invested
Capital invested by funds: $5.6M → $7.24M (+$1.64M)
25% more funds holding
Funds holding: 8 → 10 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$1.09M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$221K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$85.2K |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
+$32.1K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$27.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$88K |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$4.46K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FEM
1
Fulcrum Equity Management
Plano,
Texas
| $3.97M | +$1.09M | +27,949 | +38% |
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.31M | +$21.1K | +538 | +2% |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $667K | -$88K | -2,249 | -12% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $483K | +$85.2K | +2,175 | +21% |
|
|
5
Mercer Global Advisors
Denver,
Colorado
| $431K | -$4.46K | -114 | -1% |
|
|
6
Citadel Advisors
Miami,
Florida
| $221K | +$221K | +5,635 | New |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $68K | +$27.8K | +709 | +69% |
|
8
UBS Group
Zurich,
Switzerland
| $43K | +$23.3K | +596 | +118% |
|
|
NFG
9
Next Financial Group
Houston,
Texas
| $32K | +$32.1K | +819 | New |
|
|
FHA
10
First Horizon Advisors
Memphis,
Tennessee
| $5K | +$1.18K | +30 | +30% |
|
DWMC Hedge Fund Activity: Q4 2021 in Review
10 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright Micro-Cap ETF (DWMC) for Q4 2021, worth a combined $7.24M — up 29% from $5.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DWMC positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Fulcrum Equity Management, adding an estimated $1.09M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $88K.
- 10 institutional investors held AdvisorShares Dorsey Wright Micro-Cap ETF (DWMC) as of Q4 2021, up from 8 in Q3 2021.
- Funds reported $7.24M of AdvisorShares Dorsey Wright Micro-Cap ETF stock for Q4 2021, up 29% quarter-over-quarter.
- 2 funds opened new AdvisorShares Dorsey Wright Micro-Cap ETF positions in Q4 2021 and 0 closed out, a net change of +2 holders.
- The largest AdvisorShares Dorsey Wright Micro-Cap ETF buyer in Q4 2021 was Fulcrum Equity Management, an estimated $1.09M added.
- The largest AdvisorShares Dorsey Wright Micro-Cap ETF seller in Q4 2021 was Cambridge Investment Research Advisors, an estimated $88K sold.
Based on aggregated 13F filings for Q4 2021.