AdvisorShares Q Dynamic Growth ETF
20 hedge funds and large institutions have $58.6M invested in AdvisorShares Q Dynamic Growth ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.
5,123% more capital inflows, than outflows
Capital inflows: $27.3M | Capital outflows: $522K
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
26.14% more ownership
Funds ownership: 31.26% → 57.4% (+26%)
25% more funds holding
Funds holding: 16 → 20 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WealthPLAN Partners
Omaha,
Nebraska
|
+$18.6M |
| 2 |
Cetera Advisors
Denver,
Colorado
|
+$3.49M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.15M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$316K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$304K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Anfield Capital Management
Irvine,
California
|
-$334K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$132K |
| 3 |
Centaurus Financial
Anaheim,
California
|
-$55.3K |
| 4 |
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$577 |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$432 |
QPX Hedge Fund Activity: Q3 2021 in Review
20 of the 5,732 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Q Dynamic Growth ETF (QPX) for Q3 2021, worth a combined $58.6M — up 87% from $31.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new QPX positions and 1 closed out — a net gain of 4 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was WealthPLAN Partners, opening a new position worth an estimated $18.6M. The largest seller was Anfield Capital Management, exiting entirely with an estimated $334K sold.
- 20 institutional investors held AdvisorShares Q Dynamic Growth ETF (QPX) as of Q3 2021, up from 16 in Q2 2021.
- Funds reported $58.6M of AdvisorShares Q Dynamic Growth ETF stock for Q3 2021, up 87% quarter-over-quarter.
- 5 funds opened new AdvisorShares Q Dynamic Growth ETF positions in Q3 2021 and 1 closed out, a net change of +4 holders.
- The largest AdvisorShares Q Dynamic Growth ETF buyer in Q3 2021 was WealthPLAN Partners, an estimated $18.6M added.
- The largest AdvisorShares Q Dynamic Growth ETF seller in Q3 2021 was Anfield Capital Management, an estimated $334K sold.
Based on aggregated 13F filings for Q3 2021.