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AdvisorShares Dorsey Wright Short ETF

22 hedge funds and large institutions have $8.64M invested in AdvisorShares Dorsey Wright Short ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

5% more funds holding

Funds holding: 2122 (+1)

13.84% less ownership

Funds ownership: 35.22%21.38% (-14%)

57% less capital invested

Capital invested by funds: $19.9M → $8.64M (-$11.3M)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$2.02M -$796K -79,505 -28%
KAS
2
Kestra Advisory Services
Texas
$992K +$29.7K +2,962 +3%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$929K +$934K +93,233 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$710K -$2.12M -211,223 -75%
KPWS
5
Kestra Private Wealth Services
Texas
$631K -$54.1K -5,403 -8%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$594K +$597K +59,657 New
RJA
7
Raymond James & Associates
Florida
$523K +$341K +34,086 +185%
IFG
8
Independent Financial Group
California
$364K +$81.1K +8,095 +28%
BCA
9
Bay Colony Advisors
Massachusetts
$356K +$60.4K +6,035 +20%
Osaic Holdings
10
Osaic Holdings
Arizona
$342K +$74.8K +7,467 +28%
WAM
11
Worth Asset Management
Texas
$339K +$278K +27,750 +439%
IA
12
IFP Advisors
Florida
$339K -$40K -3,994 -23%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$329K -$166K -16,602 -33%
MSFS
14
Main Street Financial Solutions
Pennsylvania
$121K +$13.7K +1,367 +13%
EWA
15
EverSource Wealth Advisors
Alabama
$17.9K +$11K +1,100 +157%
BAM
16
Belpointe Asset Management
Nevada
$10.7K +$10.8K +1,077 New
SWM
17
Spire Wealth Management
Virginia
$10K -$10K -1,000 -50%
SPIA
18
Steward Partners Investment Advisory
New York
$9.66K
Morgan Stanley
19
Morgan Stanley
New York
$2.05K
JP Morgan Chase
20
JP Morgan Chase
New York
$1K -$20.8K -2,076 -97%
CP
21
Castleview Partners
Texas
$926
NA
22
NewEdge Advisors
Louisiana
$498 +$501 +50 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
-$7.82M -704,754 Closed
CAG
24
Csenge Advisory Group
Florida
-$1.53M -137,961 Closed
UBS Group
25
UBS Group
Switzerland
-$59K -5,286 Closed

DWSH Hedge Fund Activity: Q4 2022 in Review

22 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright Short ETF (DWSH) for Q4 2022, worth a combined $8.64M — down 57% from $19.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DWSH positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $934K. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $7.82M sold.

  • 22 institutional investors held AdvisorShares Dorsey Wright Short ETF (DWSH) as of Q4 2022, up from 21 in Q3 2022.
  • Funds reported $8.64M of AdvisorShares Dorsey Wright Short ETF stock for Q4 2022, down 57% quarter-over-quarter.
  • 4 funds opened new AdvisorShares Dorsey Wright Short ETF positions in Q4 2022 and 3 closed out, a net change of +1 holder.
  • The largest AdvisorShares Dorsey Wright Short ETF buyer in Q4 2022 was Janney Montgomery Scott, an estimated $934K added.
  • The largest AdvisorShares Dorsey Wright Short ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $7.82M sold.

Based on aggregated 13F filings for Q4 2022.