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AdvisorShares Q Dynamic Growth ETF

19 hedge funds and large institutions have $77.2M invested in AdvisorShares Q Dynamic Growth ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

32% more capital invested

Capital invested by funds: $58.6M → $77.2M (+$18.6M)

5.11% more ownership

Funds ownership: 57.4%62.51% (+5.1%)

5% less funds holding

Funds holding: 2019 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$21.6M +$5.43M +181,978 +35%
WP
2
WealthPLAN Partners
Nebraska
$19.6M +$1.69M +56,464 +9%
Osaic Holdings
3
Osaic Holdings
Arizona
$12.7M +$5.43M +181,769 +78%
CA
4
Cetera Advisors
Colorado
$7.69M +$494K +16,563 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.01M +$2.2M +73,778 +299%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$2.85M -$58.5K -1,961 -2%
CF
7
Centaurus Financial
California
$2.15M
IFG
8
Independent Financial Group
California
$1.74M +$118K +3,950 +7%
HighTower Advisors
9
HighTower Advisors
Illinois
$1.71M +$159K +5,322 +11%
RJA
10
Raymond James & Associates
Florida
$901K +$246K +8,253 +39%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$755K +$54.6K +1,830 +8%
IWC
12
Integrated Wealth Concepts
Massachusetts
$719K +$143K +4,781 +26%
SPC
13
Sigma Planning Corp
Michigan
$367K -$76.1K -2,550 -18%
ACM
14
Anfield Capital Management
California
$352K +$343K +11,505 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$332K +$39.2K +1,313 +14%
GWM
16
Geneos Wealth Management
Colorado
$313K
FFN
17
Focus Financial Network
Minnesota
$253K +$247K +8,274 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$122K
Morgan Stanley
19
Morgan Stanley
New York
$20K +$19.9K +668 New
PAI
20
Pittenger & Anderson Inc
Nebraska
-$103K -3,692 Closed
IF
21
Ironwood Financial
Arizona
-$58K -2,082 Closed
UBS Group
22
UBS Group
Switzerland
-$49K -1,736 Closed
AWA
23
Arkadios Wealth Advisors
Georgia
-$12K -456 Closed

QPX Hedge Fund Activity: Q4 2021 in Review

19 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Q Dynamic Growth ETF (QPX) for Q4 2021, worth a combined $77.2M — up 32% from $58.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of QPX and 3 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 11 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $5.43M. The largest seller was Pittenger & Anderson Inc, exiting entirely with an estimated $103K sold.

  • 19 institutional investors held AdvisorShares Q Dynamic Growth ETF (QPX) as of Q4 2021, down from 20 in Q3 2021.
  • Funds reported $77.2M of AdvisorShares Q Dynamic Growth ETF stock for Q4 2021, up 32% quarter-over-quarter.
  • 3 funds opened new AdvisorShares Q Dynamic Growth ETF positions in Q4 2021 and 4 closed out, a net change of -1 holder.
  • The largest AdvisorShares Q Dynamic Growth ETF buyer in Q4 2021 was Cambridge Investment Research Advisors, an estimated $5.43M added.
  • The largest AdvisorShares Q Dynamic Growth ETF seller in Q4 2021 was Pittenger & Anderson Inc, an estimated $103K sold.

Based on aggregated 13F filings for Q4 2021.