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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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3 hedge funds and large institutions have $2.25M invested in AdvisorShares Dorsey Wright Micro-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 2 → 3 (+1)

19% more capital invested

Capital invested by funds: $1.89M → $2.25M (+$363K)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SPWG
Syntegra Private Wealth Group
Missouri
+$311K
2
UBS Group
UBS Group
Switzerland
+$4.9K

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
1
Syntegra Private Wealth Group
Missouri
$1.96M +$311K +10,078 +20%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$286K -$7.4K -240 -3%
UBS Group
3
UBS Group
Switzerland
$5.13K +$4.9K +159 New

DWMC Hedge Fund Activity: Q2 2023 in Review

3 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright Micro-Cap ETF (DWMC) for Q2 2023, worth a combined $2.25M — up 19% from $1.89M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new DWMC positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Syntegra Private Wealth Group, adding an estimated $311K. The largest seller was Mercer Global Advisors, cutting an estimated $7.4K.

  • 3 institutional investors held AdvisorShares Dorsey Wright Micro-Cap ETF (DWMC) as of Q2 2023, up from 2 in Q1 2023.
  • Funds reported $2.25M of AdvisorShares Dorsey Wright Micro-Cap ETF stock for Q2 2023, up 19% quarter-over-quarter.
  • 1 fund opened new AdvisorShares Dorsey Wright Micro-Cap ETF positions in Q2 2023 and 0 closed out, a net change of +1 holder.
  • The largest AdvisorShares Dorsey Wright Micro-Cap ETF buyer in Q2 2023 was Syntegra Private Wealth Group, an estimated $311K added.
  • The largest AdvisorShares Dorsey Wright Micro-Cap ETF seller in Q2 2023 was Mercer Global Advisors, an estimated $7.4K sold.

Based on aggregated 13F filings for Q2 2023.