Advisorshares Investments LLC
AdvisorShares Investments LLC is an investment adviser headquartered in Bethesda, Maryland, United States. The firm specializes in actively managed exchange-traded funds (ETFs) and delivers investment solutions for both individual and institutional investors. Founded in 2007, AdvisorShares operates as a registered investment adviser and serves clients by launching and managing a variety of thematic and strategy-driven ETFs. As of early 2025, the firm employs approximately 10 professionals, including investment-focused and operational staff.
Investment Strategy
AdvisorShares Investments LLC focuses on actively managed ETFs, using a blend of fundamental, technical, and thematic approaches to construct diversified portfolios. The firm partners with sub-advisers and fund managers targeting niche markets, sectors, or investment themes, including momentum, cannabis, mid-cap growth, and U.S. equities. AdvisorShares aims to deliver alpha through flexible strategies that adapt to market trends and investor needs, emphasizing transparency, liquidity, and cost efficiency within each ETF.
Top Holdings
Equity Positions (274)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MTUM | ISHARES MSCI USA MOMENTUM | 18.68% | $103.6M | 431,238 | $219.48 | $240.32 | +$48.9M |
S SPLV | INVESCO S&P 500 LOW VOLAT | 9.83% | $54.5M | 748,955 | $72.82 | $72.82 | +$54.5M |
I IDLV | INVESCO S&P INTERNATIONAL | 7.00% | $38.8M | 1,171,328 | $33.13 | $33.13 | +$38.8M |
A APH | AMPHENOL CORP-CL A | 1.82% | $10.1M | 102,415 | $54.97 | $98.75 | +$3.6M |
I IESC | IES HOLDINGS INC | 1.82% | $10.1M | 33,996 | $203.22 | $296.23 | +$4.5M |