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AdvisorShares Gerber Kawasaki ETF
4 hedge funds and large institutions have $17.7M invested in AdvisorShares Gerber Kawasaki ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
33% more funds holding
Funds holding: 3 → 4 (+1)
3.96% more ownership
Funds ownership: 74.44% → 78.41% (+4%)
5% more capital invested
Capital invested by funds: $16.8M → $17.7M (+$820K)
Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$868K |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.09K |
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
| $17.6M | +$868K | +41,498 | +5% |
|
2
Osaic Holdings
Scottsdale,
Arizona
| $46.7K | – | – | – |
|
|
3
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2.14K | +$2.09K | +100 | New |
|
4
Morgan Stanley
New York
| $24 | – | – | – |
|