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AdvisorShares Gerber Kawasaki ETF
6 hedge funds and large institutions have $8.7M invested in AdvisorShares Gerber Kawasaki ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more funds holding
Funds holding: 2 → 6 (+4)
25% more capital invested
Capital invested by funds: $6.98M → $8.7M (+$1.72M)
3.18% more ownership
Funds ownership: 49.06% → 52.24% (+3.2%)
Holders
6
Holders Change
+4
Holders Change %
+200%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $8.44M | +$505K | +30,686 | +7% |
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $236K | +$228K | +13,893 | New |
|
3
Bank of Montreal
Toronto,
Ontario, Canada
| $12.2K | +$11.8K | +718 | New |
|
4
Wells Fargo
San Francisco,
California
| $8.47K | +$8.19K | +498 | New |
|
|
TWD
5
True Wealth Design
Akron,
Ohio
| $2.55K | – | – | – |
|
|
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $844 | +$822 | +50 | New |
|