AdvisorShares Dorsey Wright Short ETF (DWSH) Institutional Ownership

$7.49
+0.08 (+1.08%)
(As of 04/25/2024 ET)

Institutional Ownership Changes (13F Filings) for AdvisorShares Dorsey Wright Short ETF (NASDAQ:DWSH)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$2.87M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.44M
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DWSH Institutional Buying and Selling by Quarter

AdvisorShares Dorsey Wright Short ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/5/2024Kestra Private Wealth Services LLC188,645$1.33M0.0%+3.0%8.693%
1/16/2024 Raymond James & Associates127,510$898K0.0%-42.9%6.043%
1/11/2024 Worth Asset Management LLC52,619$370K0.3%-36.5%2.494%
11/8/2023 Spire Wealth Management9,753$90K0.0%-22.0%0.350%
11/8/2023Kestra Private Wealth Services LLC183,067$1.68M0.1%+8.1%6.562%
10/24/2023 Raymond James & Associates223,395$2.05M0.0%+1,555.0%7.950%
10/11/2023 Worth Asset Management LLC82,915$761K0.6%+2.3%2.859%
8/9/2023 Kingswood Wealth Advisors LLC30,535$267K0.1%N/A1.118%
7/26/2023Janney Montgomery Scott LLC84,366$738K0.0%-9.0%3.184%
7/25/2023 Raymond James & Associates13,498$118K0.0%-92.5%0.509%
7/11/2023 Worth Asset Management LLC81,040$709K0.5%+114.9%2.958%
5/11/2023EverSource Wealth Advisors LLC2,925$27K0.0%+62.5%0.068%
5/9/2023 Spire Wealth Management12,500$113K0.0%+1,150.0%0.289%
4/14/2023 Raymond James & Associates179,239$1.62M0.0%+241.1%4.149%
4/12/2023 Worth Asset Management LLC37,709$342K0.3%+10.7%0.873%
2/8/2023 Main Street Financial Solutions LLC12,180$121K0.0%+12.6%0.290%
2/7/2023IFP Advisors Inc13,399$339K0.0%-23.0%0.319%
2/1/2023Bay Colony Advisory Group Inc d b a Bay Colony Advisors35,714$356K0.1%+20.3%0.850%
2/1/2023Janney Montgomery Scott LLC93,233$929K0.0%N/A2.220%
2/1/2023Kestra Private Wealth Services LLC63,403$631K0.0%-7.9%1.510%
1/31/2023Kestra Advisory Services LLC99,634$992K0.0%+3.1%2.372%
1/13/2023 Worth Asset Management LLC34,067$339K0.2%+439.3%0.841%
11/8/2022IFP Advisors Inc17,393$435K0.0%-35.0%0.359%
11/1/2022Kestra Advisory Services LLC96,672$1.07M0.0%+50.2%1.969%
10/27/2022Bay Colony Advisory Group Inc d b a Bay Colony Advisors29,679$329K0.1%N/A0.596%
10/25/2022 Raymond James & Associates18,461$205K0.0%-9.7%0.371%
10/25/2022 Raymond James Financial Services Advisors Inc.704,754$7.82M0.0%+257.4%14.152%
10/7/2022 Worth Asset Management LLC6,317$70K0.1%+152.7%0.128%
10/4/2022Csenge Advisory Group137,961$1.53M0.1%-33.1%2.798%
8/15/2022Kestra Private Wealth Services LLC29,559$309K0.0%-61.6%0.575%
8/13/2022Camarda Financial Advisors LLC21,327$223K0.2%N/A0.415%
8/10/2022Cibc World Market Inc.77,792$814K0.0%N/A1.513%
7/8/2022 Worth Asset Management LLC2,500$26K0.0%+987.0%0.055%
5/26/2022Kestra Private Wealth Services LLC76,929$643K0.0%N/A2.236%
5/9/2022Csenge Advisory Group206,207$1.72M0.1%+95.9%5.986%
4/29/2022 Vanguard Capital Wealth Advisors18,867$157K0.1%-5.5%0.548%
4/22/2022 Main Street Financial Solutions LLC10,081$84K0.0%-13.4%0.293%
2/10/2022Csenge Advisory Group105,248$900K0.1%-11.4%2.692%
2/8/2022 Raymond James & Associates22,950$195K0.0%-13.1%0.587%
2/8/2022 Main Street Financial Solutions LLC11,639$99K0.0%N/A0.298%
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2/2/2022 Vanguard Capital Wealth Advisors19,967$169K0.1%+17.7%0.511%
11/15/2021Royal Bank of Canada333,589$2.93M0.0%+176.9%10.033%
11/1/2021 Vanguard Capital Wealth Advisors16,967$149K0.1%N/A0.493%
10/20/2021Csenge Advisory Group118,846$1.03M0.1%+12.9%3.480%
10/6/2021IFP Advisors Inc28,670$252K0.0%N/A0.888%
8/16/2021Royal Bank of Canada120,480$1.03M0.0%+601.5%3.730%
8/13/2021Stifel Financial Corp265,855$2.27M0.0%+77.5%8.231%
8/11/2021Susquehanna International Group LLP67,342$578K0.0%-37.8%2.145%
5/18/2021Citadel Advisors LLC44,982$416K0.0%-20.4%1.639%
5/17/2021Royal Bank of Canada17,174$159K0.0%-87.9%0.661%
5/14/2021Stifel Financial Corp149,790$1.39M0.0%-4.4%5.761%
4/27/2021Janney Montgomery Scott LLC151,940$1.41M0.0%N/A5.889%
3/26/2021Susquehanna International Group LLP87,615$1.00M0.0%-11.0%3.107%
2/16/2021Captrust Financial Advisors4,000$46K0.0%+185.7%0.129%
2/12/2021Stifel Financial Corp156,747$1.79M0.0%-35.9%5.056%
2/11/2021B. Riley Wealth Management Inc.24,186$276K0.0%-8.2%0.780%
2/5/2021Private Advisory Group LLC33,099$378K0.1%+63.7%1.068%
1/22/2021 International Assets Investment Management LLC6,752$77K0.0%-78.7%0.214%
11/17/2020Jane Street Group LLC15,594$297K0.0%-57.5%0.367%
11/13/2020Morgan Stanley3,699$70K0.0%+232.6%0.087%
11/10/2020Ironsides Asset Advisors LLC36,850$702K0.2%-7.9%0.699%
11/9/2020Kestra Private Wealth Services LLC71,140$1.35M0.1%N/A1.349%
11/6/2020Janney Montgomery Scott LLC23,620$450K0.0%+3.3%0.428%
11/5/2020Commonwealth Equity Services LLC247,111$4.71M0.0%+55.7%4.473%
11/4/2020 Raymond James & Associates232,511$4.43M0.0%+6.7%4.171%
10/21/2020 International Assets Investment Management LLC31,754$605K0.2%-42.2%0.562%
10/13/2020 Brookstone Capital Management18,925$360K0.0%N/A0.328%
10/13/2020Private Advisory Group LLC20,223$385K0.2%+7.6%0.350%
10/6/2020Carroll Financial Associates Inc.1,960$37K0.0%N/A0.033%
8/17/2020B. Riley Wealth Management Inc.33,983$658K0.1%N/A0.569%
8/17/2020Jane Street Group LLC36,702$711K0.0%-27.6%0.614%
8/14/2020Flow Traders U.S. LLC14,340$278K0.0%+23.4%0.240%
8/14/2020Stifel Financial Corp187,574$3.63M0.0%N/A3.139%
8/14/2020Advisor Group Holdings Inc.47,192$914K0.0%+57.5%0.790%
8/12/2020Commonwealth Equity Services LLC158,740$3.07M0.0%+1,935.9%2.657%
8/7/2020Ironsides Asset Advisors LLC40,000$774K0.3%N/A0.669%
8/5/2020IFP Advisors Inc25,098$493K0.0%N/A0.420%
7/28/2020DAVENPORT & Co LLC12,659$245K0.0%N/A0.212%
7/28/2020 Raymond James & Associates218,005$4.22M0.0%+807.4%3.649%
7/20/2020 International Assets Investment Management LLC54,985$1.06M0.3%+1.3%0.920%
7/17/2020Csenge Advisory Group12,050$233K0.0%N/A0.202%
7/8/2020Envestnet Asset Management Inc.123,308$2.39M0.0%N/A2.099%
6/16/2020Royal Bank of Canada413,638$14.71M0.0%+592.9%8.356%
5/18/2020Advisor Group Holdings Inc.29,970$1.06M0.0%N/A0.574%
5/15/2020Jane Street Group LLC50,720$1.80M0.0%N/A0.971%
5/15/2020CIBC World Markets Inc.21,231$755K0.0%N/A0.429%
5/11/2020Commonwealth Equity Services LLC7,797$277K0.0%-85.0%0.194%
5/8/2020 Cambridge Investment Research Advisors Inc.16,825$598K0.0%N/A0.423%
5/4/2020 Pasadena Private Wealth LLC394,610$12.19M5.0%N/A10.183%
4/30/2020Janney Montgomery Scott LLC22,870$813K0.0%N/A0.635%
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4/24/2020Private Advisory Group LLC18,907$673K0.3%-19.1%0.552%
4/21/2020 Raymond James & Associates24,025$855K0.0%+10.6%0.751%
4/21/2020 Raymond James Financial Services Advisors Inc.6,860$244K0.0%N/A0.214%
(Data available from 1/1/2016 forward)

DWSH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DWSH shares?

During the previous two years, 16 institutional investors and hedge funds held shares of AdvisorShares Dorsey Wright Short ETF. The most heavily invested institutionals were Raymond James Financial Services Advisors Inc. ($7.82M), Csenge Advisory Group ($1.53M), Kestra Private Wealth Services LLC ($1.33M), Kestra Advisory Services LLC ($992K), Raymond James & Associates ($898K), Cibc World Market Inc. ($814K), and Janney Montgomery Scott LLC ($738K).Learn more on DWSH's institutional investors.

Which institutional investors have been buying AdvisorShares Dorsey Wright Short ETF stock?

Of the 14 institutional investors that purchased AdvisorShares Dorsey Wright Short ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($507.59K), Raymond James & Associates ($336.59K), Csenge Advisory Group ($100.96K), Kestra Private Wealth Services LLC ($96.27K), Janney Montgomery Scott LLC ($93.23K), Worth Asset Management LLC ($82.69K), and Cibc World Market Inc. ($77.79K).

How much institutional buying is happening at AdvisorShares Dorsey Wright Short ETF?

Institutional investors have bought a total of 1,431,970 shares in the last 24 months. This purchase volume represents approximately $32.17M in transactions.

Which AdvisorShares Dorsey Wright Short ETF major shareholders have been selling company stock?

The following institutional investors have sold AdvisorShares Dorsey Wright Short ETF stock in the last 24 months: Raymond James & Associates ($263.62K), Csenge Advisory Group ($68.21K), Kestra Private Wealth Services LLC ($52.77K), Worth Asset Management LLC ($30.30K), IFP Advisors Inc ($13.36K), Janney Montgomery Scott LLC ($8.35K), and Spire Wealth Management ($2.74K).

How much institutional selling is happening at AdvisorShares Dorsey Wright Short ETF?

Institutional investors have sold a total of 440,447 shares in the last 24 months. This volume of shares sold represents approximately $6.38M in transactions.


This page (NASDAQ:DWSH) was last updated on 4/25/2024 by MarketBeat.com Staff

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