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AdvisorShares Dorsey Wright FSM US Core ETF

5 hedge funds and large institutions have $102M invested in AdvisorShares Dorsey Wright FSM US Core ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $92.9M → $102M (+$9.51M)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

0.78% less ownership

Funds ownership: 97.81%97.03% (-0.78%)

17% less funds holding

Funds holding: 65 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$98.6M +$34.9K +827 +0%
MML Investors Services
2
MML Investors Services
Massachusetts
$3.45M -$144K -3,419 -4%
SCA
3
Snowden Capital Advisors
New York
$324K
Osaic Holdings
4
Osaic Holdings
Arizona
$4.43K +$4.22K +100 New
UBS Group
5
UBS Group
Switzerland
$1.11K
PAG
6
Private Advisory Group
Washington
-$250K -6,250 Closed
Morgan Stanley
7
Morgan Stanley
New York
-$134 -2 Closed

DWUS Hedge Fund Activity: Q1 2024 in Review

5 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Dorsey Wright FSM US Core ETF (DWUS) for Q1 2024, worth a combined $102M — up 10% from $92.9M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of DWUS and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $34.9K. The largest seller was Private Advisory Group, exiting entirely with an estimated $250K sold.

  • 5 institutional investors held AdvisorShares Dorsey Wright FSM US Core ETF (DWUS) as of Q1 2024, down from 6 in Q4 2023.
  • Funds reported $102M of AdvisorShares Dorsey Wright FSM US Core ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 1 fund opened new AdvisorShares Dorsey Wright FSM US Core ETF positions in Q1 2024 and 2 closed out, a net change of -1 holder.
  • The largest AdvisorShares Dorsey Wright FSM US Core ETF buyer in Q1 2024 was Commonwealth Equity Services, an estimated $34.9K added.
  • The largest AdvisorShares Dorsey Wright FSM US Core ETF seller in Q1 2024 was Private Advisory Group, an estimated $250K sold.

Based on aggregated 13F filings for Q1 2024.