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AdvisorShares Gerber Kawasaki ETF
3 hedge funds and large institutions have $9.51M invested in AdvisorShares Gerber Kawasaki ETF in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
0.83% more ownership
Funds ownership: 56.7% → 57.53% (+0.83%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
3% less capital invested
Capital invested by funds: $9.77M → $9.51M (-$260K)
40% less funds holding
Funds holding: 5 → 3 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Holders
3
Holders Change
-2
Holders Change %
-40%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$912K |
Top Sellers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$264K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$6.46K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $9.51M | +$912K | +51,887 | +10% |
|
|
2
UBS Group
Zurich,
Switzerland
| $2.05K | -$2.18K | -124 | -50% |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $491 | – | – | – |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$264K | -14,697 | Closed |
|
|
5
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$6.46K | -360 | Closed |
|