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AdvisorShares Q Dynamic Growth ETF

18 hedge funds and large institutions have $72.3M invested in AdvisorShares Q Dynamic Growth ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

14.58% more ownership

Funds ownership: 62.51%77.09% (+15%)

5% less funds holding

Funds holding: 1918 (-1)

6% less capital invested

Capital invested by funds: $77.2M → $72.3M (-$4.91M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
6
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
$19.2M -$388K -14,187 -2%
Osaic Holdings
2
Osaic Holdings
Arizona
$11.1M -$446K -16,294 -4%
WP
3
WealthPLAN Partners
Nebraska
$9.89M -$8.08M -294,992 -42%
WIM
4
WealthPlan Investment Management
Nebraska
$9.89M +$11.1M +405,109 New
CA
5
Cetera Advisors
Colorado
$8.38M +$1.36M +49,760 +20%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.79M +$51.5K +1,882 +2%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$2.61M +$19.1K +697 +0.7%
DIM
8
Delta Investment Management
California
$2.33M +$2.29M +83,636 New
HighTower Advisors
9
HighTower Advisors
Illinois
$1.86M +$305K +11,149 +20%
IFG
10
Independent Financial Group
California
$1.62M +$31.5K +1,152 +2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$901K +$590K +21,542 +198%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$624K -$60.7K -2,216 -9%
IWC
13
Integrated Wealth Concepts
Massachusetts
$317K -$331K -12,099 -51%
SPC
14
Sigma Planning Corp
Michigan
$316K -$17.8K -650 -5%
GWM
15
Geneos Wealth Management
Colorado
$289K +$4.11K +150 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$111K
UBS Group
17
UBS Group
Switzerland
$30K +$29.5K +1,076 New
Morgan Stanley
18
Morgan Stanley
New York
$19K
CF
19
Centaurus Financial
California
-$2.15M -70,180 Closed
RJA
20
Raymond James & Associates
Florida
-$901K -29,446 Closed
ACM
21
Anfield Capital Management
California
-$352K -11,505 Closed
FFN
22
Focus Financial Network
Minnesota
-$253K -8,274 Closed

QPX Hedge Fund Activity: Q1 2022 in Review

18 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Q Dynamic Growth ETF (QPX) for Q1 2022, worth a combined $72.3M — down 6.4% from $77.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of QPX and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 7 added.

The largest buyer was Delta Investment Management, opening a new position worth an estimated $2.29M. The largest seller was WealthPLAN Partners, cutting an estimated $8.08M.

  • 18 institutional investors held AdvisorShares Q Dynamic Growth ETF (QPX) as of Q1 2022, down from 19 in Q4 2021.
  • Funds reported $72.3M of AdvisorShares Q Dynamic Growth ETF stock for Q1 2022, down 6.4% quarter-over-quarter.
  • 3 funds opened new AdvisorShares Q Dynamic Growth ETF positions in Q1 2022 and 4 closed out, a net change of -1 holder.
  • The largest AdvisorShares Q Dynamic Growth ETF buyer in Q1 2022 was Delta Investment Management, an estimated $2.29M added.
  • The largest AdvisorShares Q Dynamic Growth ETF seller in Q1 2022 was WealthPLAN Partners, an estimated $8.08M sold.

Based on aggregated 13F filings for Q1 2022.