AdvisorShares Dorsey Wright FSM US Core ETF
DWUS
6 hedge funds and large institutions have $92.9M invested in AdvisorShares Dorsey Wright FSM US Core ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more funds holding
Funds holding: 4 → 6 (+2)
12% more capital invested
Capital invested by funds: $83.1M → $92.9M (+$9.75M)
1.09% more ownership
Funds ownership: 96.71% → 97.81% (+1.1%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$233K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$934 |
| 3 |
Morgan Stanley
New York
|
+$75 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$400K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$255K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$36.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $89.1M | -$255K | -6,836 | -0.3% |
|
|
2
MML Investors Services
Springfield,
Massachusetts
| $3.26M | -$36.1K | -966 | -1% |
|
|
SCA
3
Snowden Capital Advisors
New York
| $293K | – | – | – |
|
|
PAG
4
Private Advisory Group
Redmond,
Washington
| $250K | +$233K | +6,250 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $1K | +$934 | +25 | New |
|
|
6
Morgan Stanley
New York
| $134 | +$75 | +2 | New |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| – | -$400K | -11,224 | Closed |
|
DWUS Hedge Fund Activity: Q4 2023 in Review
6 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright FSM US Core ETF (DWUS) for Q4 2023, worth a combined $92.9M — up 12% from $83.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DWUS positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Private Advisory Group, opening a new position worth an estimated $233K. The largest seller was Old Mission Capital, exiting entirely with an estimated $400K sold.
- 6 institutional investors held AdvisorShares Dorsey Wright FSM US Core ETF (DWUS) as of Q4 2023, up from 4 in Q3 2023.
- Funds reported $92.9M of AdvisorShares Dorsey Wright FSM US Core ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 3 funds opened new AdvisorShares Dorsey Wright FSM US Core ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest AdvisorShares Dorsey Wright FSM US Core ETF buyer in Q4 2023 was Private Advisory Group, an estimated $233K added.
- The largest AdvisorShares Dorsey Wright FSM US Core ETF seller in Q4 2023 was Old Mission Capital, an estimated $400K sold.
Based on aggregated 13F filings for Q4 2023.