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AdvisorShares Gerber Kawasaki ETF
3 hedge funds and large institutions have $21.8M invested in AdvisorShares Gerber Kawasaki ETF in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
24% more capital invested
Capital invested by funds: $17.5M → $21.8M (+$4.23M)
0.63% more ownership
Funds ownership: 84.9% → 85.53% (+0.63%)
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
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$252K |
| 2 |
Morgan Stanley
New York
|
+$38K |
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$45.9K |
| 2 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
-$6.62K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.45K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $21.7M | +$252K | +11,955 | +1% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $51.9K | -$45.9K | -2,176 | -50% |
|
|
3
Morgan Stanley
New York
| $43K | +$38K | +1,799 | +179,900% |
|
|
BCWM
4
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$6.62K | -340 | Closed |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$5.45K | -280 | Closed |
|