Advisorshares Active Bear EtHDGEETF

13F holders, Q1 2025 (March 31)
19holders −2
4new positions
6sold out
$17.82avg. 13F price*

At the end of Q1 2025, 19 institutions reported holding Advisorshares Active Bear Et (HDGE) in their 13F filings, down 2 from Q4 2024. 4 opened new positions and 6 sold out. The largest holders were Western Wealth Management, LLC ($4.6M), UBS Group AG ($3.1M) and Morgan Stanley ($2.9M).

Company
Advisorshares Active Bear Et
CUSIP
00768Y412
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 23Q1 2024Q2 2024: 25Q2 2024Q3 2024: 21Q3 2024Q4 2024: 21Q4 2024Q1 2025: 19Q1 2025Q2 2025: 18Q2 2025Q3 2025: 15Q3 2025Q4 2025: 19Q4 2025Q1 2026: 25Q1 2026Q2 2026: 19Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions4$5.7M
Exits6$4.7M

All 13F filers, Q4 2024 → Q1 2025: 516,692 shares bought and 291,887 shares sold, net +224,805 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 19 holders

Western Wealth Management, LLC 0.31% New 258,423 $4.6M
UBS Group AG 0.00% Reduce -0.0% 173,698 $3.1M
Morgan Stanley 0.00% Add +29.8% 162,338 $2.9M
LPL Financial LLC 0.00% Add +308.1% 131,772 $2.3M
Cibc World Market Inc. 0.00% Add +1.5% 98,907 $1.8M
Vanguard Capital Wealth Advisors 1.20% Reduce -1.6% 55,090 $982K
Osaic Holdings, Inc. 0.00% Add +2545.0% 51,710 $921K
Thomas J. Herzfeld Advisors, Inc. 0.26% New 42,063 $750K
Goldman Sachs Group Inc. 0.00% No change 40,000 $713K
Susquehanna International Group, LLP 0.00% New 20,369 $363K
MML Investors Services, LLC 0.00% Reduce -10.6% 19,951 $356K
Bank of Montreal 0.00% No change 15,700 $280K
Royal Bank of Canada 0.00% Add +80.1% 14,886 $265K
Financial Advocates Investment Management 0.01% Reduce -22.6% 11,053 $197K
MAI Capital Management 0.00% No change 3,247 $58K
Goodman Advisory Group, LLC 0.01% New 1,125 $20K
Federation des caisses Desjardins du Quebec 0.00% No change 400 $7K
FMR LLC 0.00% Add +2620.0% 136 $2K
NewEdge Advisors, LLC 0.00% No change 6 $105

"% of holder's portfolio" is HDGE's weight in each manager's 13F, not the share of Advisorshares Active Bear Et the manager owns.