AdvisorShares Dorsey Wright Short ETF
DWSH
13 hedge funds and large institutions have $3.27M invested in AdvisorShares Dorsey Wright Short ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 7 reducing their positions, and 7 closing their positions.
18.17% less ownership
Funds ownership: 40.59% → 22.42% (-18%)
19% less funds holding
Funds holding: 16 → 13 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
70% less capital invested
Capital invested by funds: $11M → $3.27M (-$7.69M)
86% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$50.4K |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
+$38.5K |
| 3 |
Morgan Stanley
New York
|
+$9 |
| 4 |
Wells Fargo
San Francisco,
California
|
+$9 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFG
Independent Financial Group
San Diego,
California
|
-$2.42M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.74M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$866K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$769K |
| 5 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$274K |
DWSH Hedge Fund Activity: Q4 2023 in Review
13 of the 6,870 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright Short ETF (DWSH) for Q4 2023, worth a combined $3.27M — down 70% from $11M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of DWSH and 4 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 1 added.
The largest buyer was Kestra Private Wealth Services, adding an estimated $50.4K. The largest seller was Independent Financial Group, exiting entirely with an estimated $2.42M sold.
- 13 institutional investors held AdvisorShares Dorsey Wright Short ETF (DWSH) as of Q4 2023, down from 16 in Q3 2023.
- Funds reported $3.27M of AdvisorShares Dorsey Wright Short ETF stock for Q4 2023, down 70% quarter-over-quarter.
- 4 funds opened new AdvisorShares Dorsey Wright Short ETF positions in Q4 2023 and 7 closed out, a net change of -3 holders.
- The largest AdvisorShares Dorsey Wright Short ETF buyer in Q4 2023 was Kestra Private Wealth Services, an estimated $50.4K added.
- The largest AdvisorShares Dorsey Wright Short ETF seller in Q4 2023 was Independent Financial Group, an estimated $2.42M sold.
Based on aggregated 13F filings for Q4 2023.