AdvisorShares Q Dynamic Growth ETF
8 hedge funds and large institutions have $12.5M invested in AdvisorShares Q Dynamic Growth ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 5 closing their positions.
17.92% more ownership
Funds ownership: 51.12% → 69.04% (+18%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
15% less capital invested
Capital invested by funds: $14.6M → $12.5M (-$2.12M)
38% less funds holding
Funds holding: 13 → 8 (-5)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$605K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$71.8K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$35.3K |
| 4 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$19K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFG
Independent Financial Group
San Diego,
California
|
-$930K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$233K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$232K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$19.1K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$9.47K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $3.97M | +$605K | +21,229 | +17% |
|
|
CA
2
Cetera Advisors
Denver,
Colorado
| $3.92M | -$232K | -8,134 | -5% |
|
|
PFA
3
Professional Financial Advisors
North Platte,
Nebraska
| $1.84M | +$19K | +667 | +1% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.21M | +$35.3K | +1,239 | +3% |
|
5
Envestnet Asset Management
Chicago,
Illinois
| $970K | -$3.53K | -124 | -0.3% |
|
6
Cetera Investment Advisers
Schaumburg,
Illinois
| $454K | -$8.18K | -287 | -2% |
|
|
7
UBS Group
Zurich,
Switzerland
| $69K | +$71.8K | +2,520 | New |
|
|
SS
8
Sunbelt Securities
Houston,
Texas
| $48K | – | – | – |
|
|
IFG
9
Independent Financial Group
San Diego,
California
| – | -$930K | -32,595 | Closed |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$233K | -8,150 | Closed |
|
|
11
Wells Fargo
San Francisco,
California
| – | -$19.1K | -668 | Closed |
|
|
WP
12
WealthPLAN Partners
Omaha,
Nebraska
| – | -$9.47K | -332 | Closed |
|
|
WIM
13
WealthPlan Investment Management
Omaha,
Nebraska
| – | -$2.88K | -101 | Closed |
|
QPX Hedge Fund Activity: Q3 2023 in Review
8 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Q Dynamic Growth ETF (QPX) for Q3 2023, worth a combined $12.5M — down 15% from $14.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of QPX and 1 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 3 added.
The largest buyer was Osaic Holdings, adding an estimated $605K. The largest seller was Independent Financial Group, exiting entirely with an estimated $930K sold.
- 8 institutional investors held AdvisorShares Q Dynamic Growth ETF (QPX) as of Q3 2023, down from 13 in Q2 2023.
- Funds reported $12.5M of AdvisorShares Q Dynamic Growth ETF stock for Q3 2023, down 15% quarter-over-quarter.
- 1 fund opened new AdvisorShares Q Dynamic Growth ETF positions in Q3 2023 and 5 closed out, a net change of -4 holders.
- The largest AdvisorShares Q Dynamic Growth ETF buyer in Q3 2023 was Osaic Holdings, an estimated $605K added.
- The largest AdvisorShares Q Dynamic Growth ETF seller in Q3 2023 was Independent Financial Group, an estimated $930K sold.
Based on aggregated 13F filings for Q3 2023.