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AdvisorShares Gerber Kawasaki ETF
5 hedge funds and large institutions have $9.77M invested in AdvisorShares Gerber Kawasaki ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
12% more capital invested
Capital invested by funds: $8.7M → $9.77M (+$1.07M)
4.46% more ownership
Funds ownership: 52.24% → 56.7% (+4.5%)
17% less funds holding
Funds holding: 6 → 5 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $9.49M | +$544K | +32,322 | +7% |
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $264K | +$13.5K | +804 | +6% |
|
3
Bank of Montreal
Toronto,
Ontario, Canada
| $6.46K | -$6.02K | -358 | -50% |
|
4
UBS Group
Zurich,
Switzerland
| $4.47K | +$4.19K | +249 | New |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $538 | +$505 | +30 | New |
|
6
Wells Fargo
San Francisco,
California
| – | -$8.47K | -498 | Closed |
|
|
TWD
7
True Wealth Design
Akron,
Ohio
| – | -$2.55K | -150 | Closed |
|
|
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$844 | -50 | Closed |
|