Advisorshares Active Bear EtHDGEETF
13F holders, Q1 2024 (March 31)23holders
$19.60avg. 13F price*
At the end of Q1 2024, 23 institutions reported holding Advisorshares Active Bear Et (HDGE) in their 13F filings. The largest holders were Morgan Stanley ($13.0M), Independent Financial Group, LLC ($2.3M) and Cibc World Market Inc. ($2.3M).
- Company
- Advisorshares Active Bear Et
- CUSIP
- 00768Y412
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $7K |
| Exits | 4 | $2.4M |
Ownership 23 holders
| Morgan Stanley | 0.00% | Add +22.7% | 665,115 | $13.0M |
| Independent Financial Group, LLC | 0.11% | Add +71.9% | 118,875 | $2.3M |
| Cibc World Market Inc. | 0.01% | Reduce -0.0% | 118,297 | $2.3M |
| UBS Group AG | 0.00% | Reduce -1.1% | 116,461 | $2.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +18.4% | 98,138 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -19.0% | 97,486 | $1.9M |
| Raymond James & Associates | 0.00% | Add +81.4% | 83,945 | $1.6M |
| WCG Wealth Advisors LLC | 0.10% | Reduce -5.0% | 62,085 | $1.2M |
| Vanguard Capital Wealth Advisors | 0.68% | Add +11.4% | 48,880 | $958K |
| Goldman Sachs Group Inc. | 0.00% | No change | 40,000 | $784K |
| Royal Bank of Canada | 0.00% | Reduce -16.3% | 26,512 | $520K |
| MML Investors Services, LLC | 0.00% | Reduce -16.5% | 21,711 | $426K |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.8% | 17,049 | $334K |
| Bank of Montreal | 0.00% | Reduce -6.7% | 13,875 | $275K |
| Optimum Investment Advisors | 0.01% | No change | 800 | $16K |
| Cwm, LLC | 0.00% | No change | 404 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 400 | $8K |
| Vima LLC | 0.01% | No change | 334 | $7K |
| Simplex Trading, LLC | 0.00% | New | 271 | $5K |
| JPMorgan Chase & Co. | 0.00% | New | 100 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +27.3% | 28 | $549 |
| NewEdge Advisors, LLC | 0.00% | No change | 5 | $108 |
| Global Retirement Partners, LLC | 0.00% | No change | 1 | $21 |
"% of holder's portfolio" is HDGE's weight in each manager's 13F, not the share of Advisorshares Active Bear Et the manager owns.