AdvisorShares HVAC and Industrials ETF
HVAC
5 hedge funds and large institutions have $32.6K invested in AdvisorShares HVAC and Industrials ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
7.3% less ownership
Funds ownership: 8.06% → 0.76% (-7.3%)
87% less capital invested
Capital invested by funds: $248K → $32.6K (-$215K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.35K |
| 2 |
TIM
Thompson Investment Management
Madison,
Wisconsin
|
+$2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$220K |
| 2 |
SIC
Salem Investment Counselors
Winston Salem,
North Carolina
|
-$3.07K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Bank of America
Charlotte,
North Carolina
| $18.6K | – | – | – |
|
|
2
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | +$6.35K | +200 | New |
|
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5.11K | – | – | – |
|
|
TIM
4
Thompson Investment Management
Madison,
Wisconsin
| $1.95K | +$2K | +63 | New |
|
5
CIBC Private Wealth Group
Atlanta,
Georgia
| $1.02K | – | – | – |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$220K | -7,159 | Closed |
|
|
SIC
7
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$3.07K | -100 | Closed |
|
HVAC Hedge Fund Activity: Q4 2025 in Review
5 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares HVAC and Industrials ETF (HVAC) for Q4 2025, worth a combined $32.6K — down 87% from $248K a quarter earlier.
Fund positioning in HVAC was balanced in Q4 2025: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 0 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $6.35K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $220K sold.
- 5 institutional investors held AdvisorShares HVAC and Industrials ETF (HVAC) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $32.6K of AdvisorShares HVAC and Industrials ETF stock for Q4 2025, down 87% quarter-over-quarter.
- 2 funds opened new AdvisorShares HVAC and Industrials ETF positions in Q4 2025 and 2 closed out, a net change of 0 holders.
- The largest AdvisorShares HVAC and Industrials ETF buyer in Q4 2025 was Carson Wealth (CWM LLC), an estimated $6.35K added.
- The largest AdvisorShares HVAC and Industrials ETF seller in Q4 2025 was Susquehanna International Group, an estimated $220K sold.
Based on aggregated 13F filings for Q4 2025.