AdvisorShares HVAC and Industrials ETF
HVAC
4 hedge funds and large institutions have $18K invested in AdvisorShares HVAC and Industrials ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.54% less ownership
Funds ownership: 0.76% → 0.22% (-0.54%)
20% less funds holding
Funds holding: 5 → 4 (-1)
45% less capital invested
Capital invested by funds: $32.6K → $18K (-$14.6K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Salem Investment Counselors
Winston Salem,
North Carolina
|
+$3.49K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$18.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6.83K | – | – | – |
|
2
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5.63K | – | – | – |
|
|
SIC
3
Salem Investment Counselors
Winston Salem,
North Carolina
| $3.42K | +$3.49K | +100 | New |
|
|
TIM
4
Thompson Investment Management
Madison,
Wisconsin
| $2.15K | – | – | – |
|
|
5
Bank of America
Charlotte,
North Carolina
| – | -$18.6K | -600 | Closed |
|
HVAC Hedge Fund Activity: Q1 2026 in Review
4 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares HVAC and Industrials ETF (HVAC) for Q1 2026, worth a combined $18K — down 45% from $32.6K a quarter earlier.
Fund positioning in HVAC was balanced in Q1 2026: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.
The largest buyer was Salem Investment Counselors, opening a new position worth an estimated $3.49K. The largest seller was Bank of America, exiting entirely with an estimated $18.6K sold.
- 4 institutional investors held AdvisorShares HVAC and Industrials ETF (HVAC) as of Q1 2026, down from 5 in Q4 2025.
- Funds reported $18K of AdvisorShares HVAC and Industrials ETF stock for Q1 2026, down 45% quarter-over-quarter.
- 1 fund opened new AdvisorShares HVAC and Industrials ETF positions in Q1 2026 and 1 closed out, a net change of 0 holders.
- The largest AdvisorShares HVAC and Industrials ETF buyer in Q1 2026 was Salem Investment Counselors, an estimated $3.49K added.
- The largest AdvisorShares HVAC and Industrials ETF seller in Q1 2026 was Bank of America, an estimated $18.6K sold.
Based on aggregated 13F filings for Q1 2026.