Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Advisorshares Tr (DWUS)

10 + Investors. Track Smart Money conviction in DWUS. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
40%

Smart Money Signals — DWUS

Based on 10 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their DWUS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
10 funds currently hold this stock — 91% of the 3.0-year high of 11 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +67% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+67% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 40% buying

4 buying6 selling
Last quarter: 6 funds reduced or exited vs 4 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~0 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 3 → 4 → 0. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 30% long-term, 30% new

30% conviction (2yr+) 40% medium 30% new
Of the 10 current holders: 3 (30%) held >2 years, 4 held 1–2 years, and 3 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

2 → 3 → 3 → 4 → 0 new funds/Q
New funds entering each quarter: 3 → 3 → 4 → 0. DWUS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 50% veterans vs 30% newcomers

50% veterans 20% 1-2yr 30% new
Entry-cohort mix of 10 holders: 5 (50%) are 2+ year veterans, 2 entered 1–2 years ago, and 3 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
4 of 10 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DWUS

In 2026 Q1, 4 hedge funds were net buyers of DWUS (4 added to existing positions), while 6 reduced or exited (5 trimmed, 1 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 10.

Hedge Fund Ownership: DWUS

How many hedge funds hold DWUS — quarterly history vs. share price
Quarterly hedge fund ownership of DWUS vs. share price

Market Analysis: DWUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DWUS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Advisorshares Tr (DWUS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DWUS has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 89d ago
DWUS
+19.6%
SPY
+12.4%

DWUS outperformed SPY by +7.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago
DWUS
+3.3%
SPY
-1.1%

Since the filing became public, DWUS outperformed SPY by +4.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: DWUS
10 + Investors

Track Smart Money conviction in DWUS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 10 11 -9.09%
13F Shares 2M 2M -0.37%
Total Value $105M $112M -6.43%
New Positions 0 4 -4
Increased Positions 4 5 -1
Closed Positions 1 1 -
Reduced Positions 5 2 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DWUS

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Institutional Holders (2026 Q1)

10 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DWUS. Verified SEC 13F-HR filings.

QUARTER:
Top 10 DWUS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Virtus Wealth Solutions LLC 15.32% 1,580,381 $80.5M
2 Osaic Holdings, INC. 0.03% 410,587 $20.9M
3 Private Advisory Group LLC 0.01% 4,435 $226K
4 Mml Investors Services, LLC 0.00% 31,287 $1.6M
5 Commonwealth Equity Services, LLC 0.00% 9,470 $482K
6 Scarborough Advisors, LLC 0.00% 68 $3K
7 LPL Financial LLC 0.00% 7,179 $365K
8 Susquehanna International Group, LLP 0.00% 6,743 $343K
9 UBS Group AG 0.00% 851 $43K
10 Morgan Stanley 0.00% 1,966 $100K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Advisorshares Tr (DWUS)

What does the Smart Money Trend signal show for DWUS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DWUS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DWUS?

More sellers than buyers — 40% buying: Last quarter: 6 funds reduced or exited vs 4 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DWUS holders?

Smaller funds dominant — 1% AUM from top-100: 4 of 10 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DWUS?

Mixed — 30% long-term, 30% new: Of the 10 current holders: 3 (30%) held >2 years, 4 held 1–2 years, and 3 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Advisorshares Tr (DWUS) following the 2026 Q1 hedge fund 13F filings?

As of today, DWUS has moved +3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of +4.4%. Since the quarter end (March 31, 2026), DWUS has gained +19.6% vs +12.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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