AdvisorShares Dorsey Wright FSM US Core ETF
DWUS
6 hedge funds and large institutions have $100M invested in AdvisorShares Dorsey Wright FSM US Core ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
8% more capital invested
Capital invested by funds: $93M → $100M (+$7.19M)
0.19% less ownership
Funds ownership: 96.5% → 96.31% (-0.19%)
14% less funds holding
Funds holding: 7 → 6 (-1)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPCM
Osborne Partners Capital Management
San Francisco,
California
|
+$203K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$40.3K |
| 3 |
SCA
Snowden Capital Advisors
New York
|
+$20.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$654K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$495K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$369K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.81K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.29K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $94.1M | +$40.3K | +1,016 | +0% |
|
|
2
MML Investors Services
Springfield,
Massachusetts
| $3.56M | -$369K | -9,305 | -10% |
|
|
RJFSA
3
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $2.02M | -$6.81K | -172 | -0.3% |
|
|
SCA
4
Snowden Capital Advisors
New York
| $308K | +$20.2K | +509 | +7% |
|
|
OPCM
5
Osborne Partners Capital Management
San Francisco,
California
| $208K | +$203K | +5,113 | New |
|
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$654K | -17,577 | Closed |
|
|
7
Stifel Financial
St. Louis,
Missouri
| – | -$495K | -13,304 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$3.29K | -83 | -93% |
|
DWUS Hedge Fund Activity: Q4 2021 in Review
6 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright FSM US Core ETF (DWUS) for Q4 2021, worth a combined $100M — up 7.7% from $93M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of DWUS and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 2 added.
The largest buyer was Osborne Partners Capital Management, opening a new position worth an estimated $203K. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $654K sold.
- 6 institutional investors held AdvisorShares Dorsey Wright FSM US Core ETF (DWUS) as of Q4 2021, down from 7 in Q3 2021.
- Funds reported $100M of AdvisorShares Dorsey Wright FSM US Core ETF stock for Q4 2021, up 7.7% quarter-over-quarter.
- 1 fund opened new AdvisorShares Dorsey Wright FSM US Core ETF positions in Q4 2021 and 2 closed out, a net change of -1 holder.
- The largest AdvisorShares Dorsey Wright FSM US Core ETF buyer in Q4 2021 was Osborne Partners Capital Management, an estimated $203K added.
- The largest AdvisorShares Dorsey Wright FSM US Core ETF seller in Q4 2021 was Cambridge Investment Research Advisors, an estimated $654K sold.
Based on aggregated 13F filings for Q4 2021.