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AdvisorShares Gerber Kawasaki ETF
7 hedge funds and large institutions have $12.2M invested in AdvisorShares Gerber Kawasaki ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
133% more funds holding
Funds holding: 3 → 7 (+4)
28% more capital invested
Capital invested by funds: $9.51M → $12.2M (+$2.65M)
7.57% more ownership
Funds ownership: 57.53% → 65.1% (+7.6%)
Holders
7
Holders Change
+4
Holders Change %
+133.33%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$491 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $11.6M | +$1.02M | +60,445 | +10% |
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $508K | +$473K | +28,041 | New |
|
3
UBS Group
Zurich,
Switzerland
| $6.93K | +$4.34K | +257 | +206% |
|
|
BFEC
4
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $6K | +$5.64K | +334 | New |
|
|
LA
5
LM Advisors
San Diego,
California
| $4.46K | +$4.15K | +246 | New |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | +$3.31K | +196 | New |
|
7
Morgan Stanley
New York
| $74 | +$68 | +4 | New |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| – | -$491 | -30 | Closed |
|