AdvisorShares Focused Equity
CWS • ARCA
AdvisorShares Focused Equity is an exchange-traded fund on ARCA. As of Q3 2025, 47 institutional investors hold shares in this ETF, with total holdings valued at $66.3M. CIBC World Markets Inc. is the largest holder with a position valued at $8.6M.
Overview
Overview of institutional ownership in CWS as of Q3 2025
All Institutions
- Institutions
- 47
- Value Held
- $66.3M
- Shares Held
- 965.1K
- Avg Position
- $1.4M
- Median Position
- $460.0K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in CWS as of Q3 2025
| Institution | Position Value |
|---|---|
C CIBC World Markets Inc. Institution | $8.6M 0.02% of portfolio |
A Advisor Group Holdings, Inc. Institution | $8.2M 0.01% of portfolio |
L LPL Financial LLC Institution | $7.2M 0.00% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $6.3M 0.03% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $6.0M 0.01% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $4.3M 0.01% of portfolio |
 Trademark Financial Management, LLC RIA/Wealth | $4.0M 2.32% of portfolio |
 Mason & Associates Inc RIA/Wealth | $3.1M 0.61% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $2.0M 0.00% of portfolio |
 Catalytic Wealth RIA, LLC RIA/Wealth | $1.4M 0.05% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CWS in Q3 2025
- Traded
- +$4.4M
- Buyers
- 23
- Sellers
- 18
- Total Bought
- +$7.5M
- Total Sold
- −$3.1M
- Avg Position
- $1.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.9M +27.8K shares |
Cetera Investment Advisers RIA/Wealth | +$1.9M +27.0K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | +$507.9K +557.0 shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | +$449.3K +6.5K shares |
Kestra Advisory Services, LLC RIA/Wealth | +$442.6K +6.4K shares |
 Sigma Planning Corp RIA/Wealth | +$239.9K +3.5K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$234.3K +3.4K shares |
C CIBC World Markets Inc. Institution | +$210.6K +3.1K shares |
Mason & Associates Inc RIA/Wealth | +$207.5K +3.0K shares |
 Global Assets Advisory, LLC RIA/Wealth | +$204.7K +3.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
A Advisor Group Holdings, Inc. Institution | −$1.3M −19.6K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$777.0K −11.1K shares |
Trademark Financial Management, LLC RIA/Wealth | −$463.5K −6.8K shares |
 Nova Wealth Management, Inc. RIA/Wealth | −$231.9K −3.4K shares |
O OLD MISSION CAPITAL LLC Institution | −$116.8K −1.7K shares |
 Kovack Advisors, Inc. RIA/Wealth | −$97.7K −1.4K shares |
 AE Wealth Management LLC RIA/Wealth | −$31.0K −451.0 shares |
 Kingsman Wealth Management, Inc. RIA/Wealth | −$27.7K −404.0 shares |
 BANK OF MONTREAL /CAN/ Institution | −$19.3K −275.0 shares |
 HPM Partners LLC RIA/Wealth | −$13.7K −200.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CWS in Q3 2025
- New Positions
- 6
- New Value
- $1.5M
- Exited Positions
- 4
- Exited Value
- $799.6K
New Positions
| Institution | Position Value |
|---|---|
MML INVESTORS SERVICES, LLC RIA/Wealth | $507.9K 7.4K shares |
Beacon Pointe Advisors, LLC RIA/Wealth | $449.3K 6.5K shares |
Sigma Planning Corp RIA/Wealth | $239.9K 3.5K shares |
Global Assets Advisory, LLC RIA/Wealth | $204.7K 3.0K shares |
 NBC SECURITIES, INC. RIA/Wealth | $117.3K 1.7K shares |
 Arete Wealth Advisors, LLC RIA/Wealth | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $777.0K 11.1K shares |
BANK OF MONTREAL /CAN/ Institution | $19.3K 275.0 shares |
 IFP Advisors, Inc RIA/Wealth | $3.3K 47.0 shares |
Arete Wealth Advisors, LLC RIA/Wealth | - 3.7K shares |
Options Activity
Institutions with the largest Call and Put options positions in CWS as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CWS as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Trademark Financial Management, LLC RIA/Wealth | 2.32% $4.0M |
Mason & Associates Inc RIA/Wealth | 0.61% $3.1M |
Kingsman Wealth Management, Inc. RIA/Wealth | 0.49% $885.0K |
M Millstone Evans Group, LLC RIA/Wealth | 0.41% $640.4K |
Nova Wealth Management, Inc. RIA/Wealth | 0.40% $574.5K |
 TrueWealth Advisors, LLC RIA/Wealth | 0.30% $1.0M |
 SPRENG CAPITAL MANAGEMENT, INC. RIA/Wealth | 0.19% $460.0K |
 Iron Financial, LLC RIA/Wealth | 0.13% $274.5K |
Kovack Advisors, Inc. RIA/Wealth | 0.13% $1.4M |
P | 0.11% $823.1K |