AdvisorShares Dorsey Wright Short ETF
DWSH
18 hedge funds and large institutions have $8.26M invested in AdvisorShares Dorsey Wright Short ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 8 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
7.56% more ownership
Funds ownership: 21.38% → 28.94% (+7.6%)
4% less capital invested
Capital invested by funds: $8.64M → $8.26M (-$381K)
18% less funds holding
Funds holding: 22 → 18 (-4)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.11M |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$929K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$349K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$282K |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
+$161K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$992K |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$594K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$356K |
| 4 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$356K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$339K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| – | -$1K | -58 | Closed |
|
DWSH Hedge Fund Activity: Q1 2023 in Review
18 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright Short ETF (DWSH) for Q1 2023, worth a combined $8.26M — down 4.4% from $8.64M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of DWSH and 4 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 8 added.
The largest buyer was Raymond James & Associates, adding an estimated $1.11M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $992K sold.
- 18 institutional investors held AdvisorShares Dorsey Wright Short ETF (DWSH) as of Q1 2023, down from 22 in Q4 2022.
- Funds reported $8.26M of AdvisorShares Dorsey Wright Short ETF stock for Q1 2023, down 4.4% quarter-over-quarter.
- 4 funds opened new AdvisorShares Dorsey Wright Short ETF positions in Q1 2023 and 8 closed out, a net change of -4 holders.
- The largest AdvisorShares Dorsey Wright Short ETF buyer in Q1 2023 was Raymond James & Associates, an estimated $1.11M added.
- The largest AdvisorShares Dorsey Wright Short ETF seller in Q1 2023 was Kestra Advisory Services, an estimated $992K sold.
Based on aggregated 13F filings for Q1 2023.