AdvisorShares Q Dynamic Growth ETF
9 hedge funds and large institutions have $15M invested in AdvisorShares Q Dynamic Growth ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.
20% more capital invested
Capital invested by funds: $12.5M → $15M (+$2.53M)
13% more funds holding
Funds holding: 8 → 9 (+1)
8.83% more ownership
Funds ownership: 69.04% → 77.87% (+8.8%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$935K |
| 2 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$200K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$53.8K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
-$148K |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
-$28.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$21.4K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$975 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $5.43M | +$935K | +32,632 | +23% |
|
|
CA
2
Cetera Advisors
Denver,
Colorado
| $4.22M | -$148K | -5,171 | -4% |
|
|
PFA
3
Professional Financial Advisors
North Platte,
Nebraska
| $2.05M | – | – | – |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.41M | +$53.8K | +1,877 | +4% |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $1.1M | +$11.2K | +391 | +1% |
|
|
6
Cetera Investment Advisers
Schaumburg,
Illinois
| $507K | -$975 | -34 | -0.2% |
|
|
FFN
7
Focus Financial Network
Minneapolis,
Minnesota
| $214K | +$200K | +6,984 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $54.3K | -$21.4K | -746 | -30% |
|
|
SS
9
Sunbelt Securities
Houston,
Texas
| $23.1K | -$28.7K | -1,000 | -57% |
|
QPX Hedge Fund Activity: Q4 2023 in Review
9 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Q Dynamic Growth ETF (QPX) for Q4 2023, worth a combined $15M — up 20% from $12.5M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new QPX positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $935K. The largest seller was Cetera Advisors, cutting an estimated $148K.
- 9 institutional investors held AdvisorShares Q Dynamic Growth ETF (QPX) as of Q4 2023, up from 8 in Q3 2023.
- Funds reported $15M of AdvisorShares Q Dynamic Growth ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 1 fund opened new AdvisorShares Q Dynamic Growth ETF positions in Q4 2023 and 0 closed out, a net change of +1 holder.
- The largest AdvisorShares Q Dynamic Growth ETF buyer in Q4 2023 was Osaic Holdings, an estimated $935K added.
- The largest AdvisorShares Q Dynamic Growth ETF seller in Q4 2023 was Cetera Advisors, an estimated $148K sold.
Based on aggregated 13F filings for Q4 2023.