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ACTV

LeaderShares Activist Leaders ETF

Delisted

ACTV was delisted on the 24th of October, 2025.

23 hedge funds and large institutions have $56.9M invested in LeaderShares Activist Leaders ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

28% more capital invested

Capital invested by funds: $44.4M → $56.9M (+$12.5M)

21% more funds holding

Funds holding: 1923 (+4)

5.96% more ownership

Funds ownership: 61.78%67.74% (+6%)

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
10
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FD
1
Financial Designs
California
$13.6M +$13.5M +464,850 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.6M +$771K +26,483 +7%
RIM
3
Redwood Investment Management
Arizona
$10.3M -$8.61M -295,524 -46%
LPL Financial
4
LPL Financial
California
$6.28M +$1.38M +47,411 +28%
AAS
5
Avantax Advisory Services
Texas
$3.47M -$389K -13,342 -10%
Mariner
6
Mariner
Kansas
$3.23M +$3.21M +110,110 New
FFG
7
Ford Financial Group
California
$2.27M +$21.5K +738 +1%
AWS
8
Atria Wealth Solutions
New York
$1.42M +$253K +8,694 +22%
GIA
9
Gladstone Institutional Advisory
Florida
$816K +$30.8K +1,056 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$707K +$702K +24,116 New
EWA
11
Evolution Wealth Advisors
Florida
$592K
CAS
12
Coppell Advisory Solutions
Texas
$377K +$375K +12,874 New
CASC
13
Coppell Advisory Solutions Corp
Texas
$377K +$375K +12,874 New
GLA
14
Good Life Advisors
Pennsylvania
$376K +$50.9K +1,749 +16%
BFG
15
Bleakley Financial Group
New Jersey
$346K +$344K +11,801 New
IWM
16
IHT Wealth Management
Illinois
$316K -$3.03K -104 -1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$310K +$32.4K +1,111 +12%
Osaic Holdings
18
Osaic Holdings
Arizona
$133K -$4.19K -144 -3%
HI
19
Harbour Investments
Wisconsin
$120K +$57.5K +1,973 +93%
GRP
20
Global Retirement Partners
California
$103K +$62.2K +2,135 +156%
Wells Fargo
21
Wells Fargo
California
$9.35K
UBS Group
22
UBS Group
Switzerland
$1.58K +$1.57K +54 New
PAG
23
Private Advisor Group
New Jersey
$1.34K +$406K +13,953 +44%
Citadel Advisors
24
Citadel Advisors
Florida
-$411K -15,443 Closed
SFA
25
Semmax Financial Advisors
North Carolina
-$3K -107 Closed

ACTV Hedge Fund Activity: Q4 2022 in Review

23 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Activist Leaders ETF (ACTV) for Q4 2022, worth a combined $56.9M — up 28% from $44.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ACTV positions and 2 closed out — a net gain of 5 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $3.21M. The largest seller was Redwood Investment Management, cutting an estimated $8.61M.

  • 23 institutional investors held LeaderShares Activist Leaders ETF (ACTV) as of Q4 2022, up from 19 in Q3 2022.
  • Funds reported $56.9M of LeaderShares Activist Leaders ETF stock for Q4 2022, up 28% quarter-over-quarter.
  • 7 funds opened new LeaderShares Activist Leaders ETF positions in Q4 2022 and 2 closed out, a net change of +5 holders.
  • The largest LeaderShares Activist Leaders ETF buyer in Q4 2022 was Mariner, an estimated $3.21M added.
  • The largest LeaderShares Activist Leaders ETF seller in Q4 2022 was Redwood Investment Management, an estimated $8.61M sold.

Based on aggregated 13F filings for Q4 2022.