AdvisorShares Q Dynamic Growth ETF
10 hedge funds and large institutions have $27M invested in AdvisorShares Q Dynamic Growth ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
48% more capital invested
Capital invested by funds: $18.3M → $27M (+$8.72M)
13.26% more ownership
Funds ownership: 70.97% → 84.23% (+13%)
11% more funds holding
Funds holding: 9 → 10 (+1)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Sentinus LLC
Oak Brook,
Illinois
|
+$1.69M |
| 2 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$422K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$974K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$655K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$421K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.64K |
| 5 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
-$3.13K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SL
1
Sentinus LLC
Oak Brook,
Illinois
| $8.37M | +$1.69M | +49,737 | +151% |
|
|
EMAM
2
Encompass More Asset Management
Danville,
California
| $5.39M | +$422K | +12,409 | +9% |
|
|
3
Cetera Investment Advisers
Schaumburg,
Illinois
| $3.51M | -$655K | -19,272 | -16% |
|
|
PFA
4
Professional Financial Advisors
North Platte,
Nebraska
| $2.32M | -$3.13K | -92 | -0.1% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $2.29M | -$974K | -28,665 | -31% |
|
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2.01M | -$3.64K | -107 | -0.2% |
|
|
LIS
7
Legacy Investment Solutions
Meridian,
Idaho
| $1.19M | +$1.11M | +32,768 | New |
|
|
LWMI
8
Legacy Wealth Management (Idaho)
Boise,
Idaho
| $1.19M | +$1.11M | +32,768 | New |
|
|
9
Envestnet Asset Management
Chicago,
Illinois
| $693K | -$421K | -12,390 | -39% |
|
|
SS
10
Sunbelt Securities
Houston,
Texas
| $23.8K | -$136 | -4 | -0.6% |
|
11
UBS Group
Zurich,
Switzerland
| – | -$2.37K | -70 | Closed |
|
QPX Hedge Fund Activity: Q3 2024 in Review
10 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Q Dynamic Growth ETF (QPX) for Q3 2024, worth a combined $27M — up 48% from $18.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new QPX positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 6 trimmed.
The largest buyer was Sentinus LLC, adding an estimated $1.69M. The largest seller was Osaic Holdings, cutting an estimated $974K.
- 10 institutional investors held AdvisorShares Q Dynamic Growth ETF (QPX) as of Q3 2024, up from 9 in Q2 2024.
- Funds reported $27M of AdvisorShares Q Dynamic Growth ETF stock for Q3 2024, up 48% quarter-over-quarter.
- 2 funds opened new AdvisorShares Q Dynamic Growth ETF positions in Q3 2024 and 1 closed out, a net change of +1 holder.
- The largest AdvisorShares Q Dynamic Growth ETF buyer in Q3 2024 was Sentinus LLC, an estimated $1.69M added.
- The largest AdvisorShares Q Dynamic Growth ETF seller in Q3 2024 was Osaic Holdings, an estimated $974K sold.
Based on aggregated 13F filings for Q3 2024.