AdvisorShares Focused Equity ETF (CWS) Institutional Ownership

$62.42
+0.13 (+0.21%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for AdvisorShares Focused Equity ETF (NYSEARCA:CWS)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$7.63M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$461.92K
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CWS Institutional Buying and Selling by Quarter

AdvisorShares Focused Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 Concourse Financial Group Securities Inc.4,943$315K0.0%-30.0%0.208%
4/23/2024 Mason & Associates Inc38,909$2.48M0.7%N/A1.635%
4/23/2024 TrueWealth Advisors LLC3,626$231K0.1%N/A0.152%
4/19/2024 Kovack Advisors Inc.21,896$1.40M0.2%+338.8%0.920%
2/2/2024 Kovack Advisors Inc.4,990$296K0.0%+14.6%0.367%
1/26/2024Cerity Partners LLC13,407$795K0.0%-5.3%0.986%
1/22/2024 Zimmermann Investment Management & Planning LLC21,594$1.28M0.5%+6.2%1.588%
1/19/2024Spreng Capital Management Inc.9,498$563K0.4%-13.0%0.698%
10/31/2023 Zimmermann Investment Management & Planning LLC20,340$1.06M0.5%+74.7%1.496%
10/30/2023Spreng Capital Management Inc.10,920$570K0.4%-3.6%0.803%
10/11/2023AE Wealth Management LLC6,487$338K0.0%+11.1%0.477%
8/10/2023Legacy Capital Group California Inc.9,984$539K0.2%N/A0.734%
8/10/2023Cetera Advisor Networks LLC19,902$1.07M0.0%+3.2%1.463%
8/1/2023Spreng Capital Management Inc.11,327$611K0.5%-20.0%1.030%
7/31/2023LPL Financial LLC42,515$2.29M0.0%+34.5%3.865%
7/13/2023 Zimmermann Investment Management & Planning LLC11,645$628K0.3%N/A1.059%
7/10/2023AE Wealth Management LLC5,840$315K0.0%-4.9%0.531%
7/7/2023 Fulcrum Equity Management27,885$1.50M1.7%N/A2.535%
5/11/2023Cerity Partners LLC15,093$768K0.0%-1.4%2.187%
4/26/2023 IRON Financial LLC4,000$203K0.1%N/A0.580%
4/14/2023AE Wealth Management LLC6,142$312K0.0%-4.9%0.890%
2/7/2023LPL Financial LLC24,011$1.14M0.0%+1.8%3.480%
2/3/2023Spreng Capital Management Inc.14,296$680K0.6%+1.7%2.072%
1/30/2023 Concourse Financial Group Securities Inc.6,029$287K0.0%N/A0.874%
10/25/2022AE Wealth Management LLC6,594$271K0.0%+8.5%0.999%
8/11/2022SFI Advisors LLC59,532$2.50M2.8%+8.8%8.885%
8/8/2022Baird Financial Group Inc.7,139$300K0.0%N/A1.066%
8/3/2022AE Wealth Management LLC6,078$256K0.0%+9.0%0.907%
5/16/2022SFI Advisors LLC54,741$2.64M1.6%+0.9%8.110%
5/13/2022Spreng Capital Management Inc.14,124$682K0.4%-7.7%2.092%
5/12/2022Maryland Capital Management15,450$746K0.0%-3.1%2.289%
4/18/2022AE Wealth Management LLC5,578$269K0.0%+11.3%0.826%
2/15/2022SFI Advisors LLC54,240$2.79M2.5%N/A8.036%
1/31/2022 CWM LLC702$37K0.0%N/A0.107%
1/20/2022AE Wealth Management LLC5,013$267K0.0%N/A0.765%
8/24/2021Flow Traders U.S. LLC5,358$250K0.0%N/A0.864%
8/13/2021LPL Financial LLC7,947$371K0.0%N/A1.282%
5/12/2021UBS Group AG820$37K0.0%N/A0.132%
5/11/2021Maryland Capital Management16,650$744K0.0%-10.7%2.685%
4/29/2021Spreng Capital Management Inc.15,307$684K0.5%+47.8%2.573%
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1/22/2021Spreng Capital Management Inc.10,357$453K0.4%+51.6%1.801%
10/14/2020Breiter Capital Management Inc.5,500$215K0.2%N/A1.048%
8/12/2020Maryland Capital Management20,100$701K0.1%+9.8%3.829%
5/15/2020Jane Street Group LLC10,219$313K0.0%N/A1.858%
5/15/2020Morgan Stanley1,200$37K0.0%N/A0.218%
5/13/2020Maryland Capital Management18,300$560K0.1%N/A3.327%
5/1/2020UBS Group AG914$28K0.0%N/A0.159%
(Data available from 1/1/2016 forward)

CWS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CWS shares?

During the previous two years, 16 institutional investors and hedge funds held shares of AdvisorShares Focused Equity ETF. The most heavily invested institutionals were SFI Advisors LLC ($2.50M), Mason & Associates Inc ($2.48M), LPL Financial LLC ($2.29M), Fulcrum Equity Management ($1.50M), Kovack Advisors Inc. ($1.40M), Zimmermann Investment Management & Planning LLC ($1.28M), and Cetera Advisor Networks LLC ($1.07M).Learn more on CWS's institutional investors.

Which institutional investors have been buying AdvisorShares Focused Equity ETF stock?

Of the 14 institutional investors that purchased AdvisorShares Focused Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mason & Associates Inc ($38.91K), Fulcrum Equity Management ($27.89K), Zimmermann Investment Management & Planning LLC ($21.59K), Kovack Advisors Inc. ($17.54K), LPL Financial LLC ($11.31K), Legacy Capital Group California Inc. ($9.98K), and Baird Financial Group Inc. ($7.14K).

How much institutional buying is happening at AdvisorShares Focused Equity ETF?

Institutional investors have bought a total of 155,835 shares in the last 24 months. This purchase volume represents approximately $8.72M in transactions.

Which AdvisorShares Focused Equity ETF major shareholders have been selling company stock?

The following institutional investors have sold AdvisorShares Focused Equity ETF stock in the last 24 months: Spreng Capital Management Inc. ($5.83K), Concourse Financial Group Securities Inc. ($2.12K), Cerity Partners LLC ($957.00), AE Wealth Management LLC ($618.00), and Maryland Capital Management ($500.00).

How much institutional selling is happening at AdvisorShares Focused Equity ETF?

Institutional investors have sold a total of 10,026 shares in the last 24 months. This volume of shares sold represents approximately $558.75K in transactions.


This page (NYSEARCA:CWS) was last updated on 5/8/2024 by MarketBeat.com Staff

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