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AdvisorShares Gerber Kawasaki ETF
3 hedge funds and large institutions have $19.3M invested in AdvisorShares Gerber Kawasaki ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
9% more capital invested
Capital invested by funds: $17.7M → $19.3M (+$1.61M)
3.51% more ownership
Funds ownership: 78.41% → 81.92% (+3.5%)
25% less funds holding
Funds holding: 4 → 3 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$1.36M |
Top Sellers
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$2.14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $19.2M | +$1.36M | +61,530 | +7% |
|
2
Osaic Holdings
Scottsdale,
Arizona
| $47.4K | – | – | – |
|
3
Morgan Stanley
New York
| $22 | – | – | – |
|
|
4
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2.14K | -100 | Closed |
|