AdvisorShares Dorsey Wright Short ETF
DWSH
12 hedge funds and large institutions have $3.79M invested in AdvisorShares Dorsey Wright Short ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
33% more funds holding
Funds holding: 9 → 12 (+3)
6.61% less ownership
Funds ownership: 17.81% → 11.2% (-6.6%)
35% less capital invested
Capital invested by funds: $5.81M → $3.79M (-$2.02M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$865K |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$659K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$280K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$229K |
| 5 |
CP
Castleview Partners
Dallas,
Texas
|
+$2.53K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$3.35M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.04M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$16K |
| 4 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
-$13.4K |
| 5 |
VCWA
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
-$9.43K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAG
1
Csenge Advisory Group
Clearwater,
Florida
| $1.72M | +$865K | +100,959 | +96% |
|
|
IA
2
IFP Advisors
Tampa,
Florida
| $670K | +$229K | +26,758 | New |
|
|
KPWS
3
Kestra Private Wealth Services
Austin,
Texas
| $643K | +$659K | +76,929 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $272K | +$280K | +32,701 | New |
|
|
RJA
5
Raymond James & Associates
St Petersburg,
Florida
| $192K | – | – | – |
|
|
VCWA
6
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $157K | -$9.43K | -1,100 | -6% |
|
|
MSFS
7
Main Street Financial Solutions
Newtown,
Pennsylvania
| $84K | -$13.4K | -1,558 | -13% |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $28K | -$1.04M | -121,780 | -97% |
|
|
SPIA
9
Steward Partners Investment Advisory
New York
| $12K | – | – | – |
|
10
Morgan Stanley
New York
| $2K | – | – | – |
|
|
WAM
11
Worth Asset Management
Dallas,
Texas
| $2K | +$1.97K | +230 | New |
|
|
CP
12
Castleview Partners
Dallas,
Texas
| $2K | +$2.53K | +295 | New |
|
|
13
Stifel Financial
St. Louis,
Missouri
| – | -$3.35M | -395,633 | Closed |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$16K | -1,910 | Closed |
|
DWSH Hedge Fund Activity: Q1 2022 in Review
12 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright Short ETF (DWSH) for Q1 2022, worth a combined $3.79M — down 35% from $5.81M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DWSH positions and 2 closed out — a net gain of 3 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Csenge Advisory Group, adding an estimated $865K. The largest seller was Stifel Financial, exiting entirely with an estimated $3.35M sold.
- 12 institutional investors held AdvisorShares Dorsey Wright Short ETF (DWSH) as of Q1 2022, up from 9 in Q4 2021.
- Funds reported $3.79M of AdvisorShares Dorsey Wright Short ETF stock for Q1 2022, down 35% quarter-over-quarter.
- 5 funds opened new AdvisorShares Dorsey Wright Short ETF positions in Q1 2022 and 2 closed out, a net change of +3 holders.
- The largest AdvisorShares Dorsey Wright Short ETF buyer in Q1 2022 was Csenge Advisory Group, an estimated $865K added.
- The largest AdvisorShares Dorsey Wright Short ETF seller in Q1 2022 was Stifel Financial, an estimated $3.35M sold.
Based on aggregated 13F filings for Q1 2022.