AdvisorShares Q Dynamic Growth ETF
9 hedge funds and large institutions have $18.3M invested in AdvisorShares Q Dynamic Growth ETF in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 1 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
18% less funds holding
Funds holding: 11 → 9 (-2)
26% less capital invested
Capital invested by funds: $24.8M → $18.3M (-$6.57M)
28.83% less ownership
Funds ownership: 99.8% → 70.97% (-29%)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$392K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$11.9K |
| 3 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$8.72K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.32M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$644K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$32.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$31.5K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$19.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EMAM
1
Encompass More Asset Management
Danville,
California
| $4.73M | +$392K | +12,082 | +9% |
|
|
2
Cetera Investment Advisers
Schaumburg,
Illinois
| $4.01M | -$644K | -19,863 | -14% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $3.16M | -$2.32M | -71,605 | -43% |
|
|
PFA
4
Professional Financial Advisors
North Platte,
Nebraska
| $2.22M | +$8.72K | +269 | +0.4% |
|
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.93M | +$11.9K | +367 | +0.6% |
|
|
SL
6
Sentinus LLC
Oak Brook,
Illinois
| $1.12M | -$3.96K | -122 | -0.4% |
|
|
7
Envestnet Asset Management
Chicago,
Illinois
| $1.08M | -$19.4K | -599 | -2% |
|
|
SS
8
Sunbelt Securities
Houston,
Texas
| $22.9K | -$2.04K | -63 | -9% |
|
|
9
UBS Group
Zurich,
Switzerland
| $2.37K | -$31.5K | -970 | -93% |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| – | -$32.8K | -1,000 | Closed |
|
QPX Hedge Fund Activity: Q2 2024 in Review
9 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Q Dynamic Growth ETF (QPX) for Q2 2024, worth a combined $18.3M — down 26% from $24.8M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of QPX and 0 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 3 added.
The largest buyer was Encompass More Asset Management, adding an estimated $392K. The largest seller was Osaic Holdings, cutting an estimated $2.32M.
- 9 institutional investors held AdvisorShares Q Dynamic Growth ETF (QPX) as of Q2 2024, down from 11 in Q1 2024.
- Funds reported $18.3M of AdvisorShares Q Dynamic Growth ETF stock for Q2 2024, down 26% quarter-over-quarter.
- 0 funds opened new AdvisorShares Q Dynamic Growth ETF positions in Q2 2024 and 1 closed out, a net change of -1 holder.
- The largest AdvisorShares Q Dynamic Growth ETF buyer in Q2 2024 was Encompass More Asset Management, an estimated $392K added.
- The largest AdvisorShares Q Dynamic Growth ETF seller in Q2 2024 was Osaic Holdings, an estimated $2.32M sold.
Based on aggregated 13F filings for Q2 2024.