Who Owns AdvisorShares HVAC & Industrials ETFSchedule an appointment and get your questions answered! (HVAC)?Hedge Fund & Institutional Holders
Institutional Holders
5
as of Q4 2025
Total Institutional Value
$61.0M
% of Float Held
—
QoQ Change in Holders
+2 / -2
Price History
HVAC — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| CWM, LLC | New Position | +200 | +$6K |
| THOMPSON INVESTMENT MANAGEMENT, INC. | New Position | +63 | +$1K |
HVAC — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -7K | -$220.1M |
| SALEM INVESTMENT COUNSELORS INC | Closed Position | -100 | -$3.1M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CWM, LLC | 200 | $6K | 0.00% | Share |
| 2 | THOMPSON INVESTMENT MANAGEMENT, INC. | 63 | $1K | 0.00% | Share |
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 165 | $0 | 0.00% | Share |
| 4 | BANK OF AMERICA CORP /DE/ | 600 | $0 | 0.00% | Share |
| 5 | CIBC Private Wealth Group LLC | 33 | $0 | 0.00% | Share |
HVAC Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 5 | $7K | +0 |
| Q3 2025 | 5 | $229.2M | +4 |
| Q2 2025 | 1 | $0 | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 5 institutional investors hold HVAC (AdvisorShares HVAC & Industrials ETFSchedule an appointment and get your questions answered!). The largest holder is CWM, LLC with $6K in shares. This quarter, 2 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own HVAC?
As of Q4 2025, 5 institutional investors report holding HVAC (AdvisorShares HVAC & Industrials ETFSchedule an appointment and get your questions answered!) in their 13F filings.
Who is the largest institutional holder of HVAC?
The largest institutional holder of HVAC is CWM, LLC with $6K in shares.
Is institutional ownership of HVAC increasing or decreasing?
This quarter, 2 institutions opened new positions in HVAC and 2 closed their positions.