AdvisorShares Q Dynamic Growth ETF
11 hedge funds and large institutions have $24.8M invested in AdvisorShares Q Dynamic Growth ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
66% more capital invested
Capital invested by funds: $15M → $24.8M (+$9.84M)
22% more funds holding
Funds holding: 9 → 11 (+2)
21.93% more ownership
Funds ownership: 77.87% → 99.8% (+22%)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$4.01M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.83M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$332K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$31.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$401K |
| 2 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$214K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$103K |
| 4 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
-$55.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$23.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $5.4M | -$401K | -12,747 | -7% |
|
|
2
Cetera Investment Advisers
Schaumburg,
Illinois
| $4.53M | +$3.83M | +121,743 | +735% |
|
|
CA
3
Cetera Advisors
Denver,
Colorado
| $4.51M | -$12.3K | -390 | -0.3% |
|
|
EMAM
4
Encompass More Asset Management
Danville,
California
| $4.18M | +$4.01M | +127,461 | New |
|
|
PFA
5
Professional Financial Advisors
North Platte,
Nebraska
| $2.14M | -$55.7K | -1,770 | -3% |
|
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.85M | +$332K | +10,541 | +23% |
|
|
SL
7
Sentinus LLC
Oak Brook,
Illinois
| $1.08M | +$1.04M | +33,081 | New |
|
|
8
Envestnet Asset Management
Chicago,
Illinois
| $1.07M | -$103K | -3,284 | -9% |
|
|
9
UBS Group
Zurich,
Switzerland
| $34.1K | -$23.1K | -734 | -41% |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $32.8K | +$31.5K | +1,000 | New |
|
|
SS
11
Sunbelt Securities
Houston,
Texas
| $24.2K | -$504 | -16 | -2% |
|
|
FFN
12
Focus Financial Network
Minneapolis,
Minnesota
| – | -$214K | -6,984 | Closed |
|
QPX Hedge Fund Activity: Q1 2024 in Review
11 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Q Dynamic Growth ETF (QPX) for Q1 2024, worth a combined $24.8M — up 66% from $15M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new QPX positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 6 trimmed.
The largest buyer was Encompass More Asset Management, opening a new position worth an estimated $4.01M. The largest seller was Osaic Holdings, cutting an estimated $401K.
- 11 institutional investors held AdvisorShares Q Dynamic Growth ETF (QPX) as of Q1 2024, up from 9 in Q4 2023.
- Funds reported $24.8M of AdvisorShares Q Dynamic Growth ETF stock for Q1 2024, up 66% quarter-over-quarter.
- 3 funds opened new AdvisorShares Q Dynamic Growth ETF positions in Q1 2024 and 1 closed out, a net change of +2 holders.
- The largest AdvisorShares Q Dynamic Growth ETF buyer in Q1 2024 was Encompass More Asset Management, an estimated $4.01M added.
- The largest AdvisorShares Q Dynamic Growth ETF seller in Q1 2024 was Osaic Holdings, an estimated $401K sold.
Based on aggregated 13F filings for Q1 2024.