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AdvisorShares Gerber Kawasaki ETF
3 hedge funds and large institutions have $15M invested in AdvisorShares Gerber Kawasaki ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
23% more capital invested
Capital invested by funds: $12.2M → $15M (+$2.83M)
4.86% more ownership
Funds ownership: 65.1% → 69.95% (+4.9%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
57% less funds holding
Funds holding: 7 → 3 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Holders
3
Holders Change
-4
Holders Change %
-57.14%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$1.53M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$9.69K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $15M | +$1.53M | +78,734 | +12% |
|
|
2
Wells Fargo
San Francisco,
California
| $10.4K | +$9.69K | +500 | New |
|
3
Morgan Stanley
New York
| $31 | -$58 | -3 | -75% |
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$508K | -28,041 | Closed |
|
5
UBS Group
Zurich,
Switzerland
| – | -$6.93K | -382 | Closed |
|
|
BFEC
6
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$6K | -334 | Closed |
|
|
LA
7
LM Advisors
San Diego,
California
| – | -$4.46K | -246 | Closed |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$4K | -196 | Closed |
|