LeaderShares Activist Leaders ETF
ACTV
ACTV was delisted on the 24th of October, 2025.
26 hedge funds and large institutions have $77.2M invested in LeaderShares Activist Leaders ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
9% more capital invested
Capital invested by funds: $70.6M → $77.2M (+$6.62M)
8% more funds holding
Funds holding: 24 → 26 (+2)
2.62% more ownership
Funds ownership: 76.71% → 79.33% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$928K |
| 2 |
LPL Financial
San Diego,
California
|
+$795K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$690K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$312K |
| 5 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
+$194K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FD
Financial Designs
Claremont,
California
|
-$442K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$248K |
| 3 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$61.5K |
| 4 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
-$36K |
| 5 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
-$11.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $6.41K | – | – | – |
|
27
Fidelity Investments
Boston,
Massachusetts
| – | -$30 | -1 | Closed |
|
ACTV Hedge Fund Activity: Q2 2023 in Review
26 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Activist Leaders ETF (ACTV) for Q2 2023, worth a combined $77.2M — up 9.4% from $70.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ACTV positions and 1 closed out — a net gain of 3 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Redwood Investment Management, adding an estimated $928K. The largest seller was Financial Designs, cutting an estimated $442K.
- 26 institutional investors held LeaderShares Activist Leaders ETF (ACTV) as of Q2 2023, up from 24 in Q1 2023.
- Funds reported $77.2M of LeaderShares Activist Leaders ETF stock for Q2 2023, up 9.4% quarter-over-quarter.
- 4 funds opened new LeaderShares Activist Leaders ETF positions in Q2 2023 and 1 closed out, a net change of +3 holders.
- The largest LeaderShares Activist Leaders ETF buyer in Q2 2023 was Redwood Investment Management, an estimated $928K added.
- The largest LeaderShares Activist Leaders ETF seller in Q2 2023 was Financial Designs, an estimated $442K sold.
Based on aggregated 13F filings for Q2 2023.