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AdvisorShares Gerber Kawasaki ETF
2 hedge funds and large institutions have $6.98M invested in AdvisorShares Gerber Kawasaki ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
31,638% more capital invested
Capital invested by funds: $22K → $6.98M (+$6.96M)
48.92% more ownership
Funds ownership: 0.15% → 49.06% (+49%)
33% less funds holding
Funds holding: 3 → 2 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Holders
2
Holders Change
-1
Holders Change %
-33.33%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$7.49M |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$10K |
| 2 |
KTC
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
-$9K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $6.98M | +$7.49M | +465,959 | New |
|
|
TWD
2
True Wealth Design
Akron,
Ohio
| $2.25K | +$2.41K | +150 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| – | -$10K | -669 | Closed |
|
|
KTC
4
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| – | -$9K | -577 | Closed |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$3K | -200 | Closed |
|