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ACTV

LeaderShares Activist Leaders ETF

Delisted

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

24 hedge funds and large institutions have $70.6M invested in LeaderShares Activist Leaders ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

24% more capital invested

Capital invested by funds: $56.9M → $70.6M (+$13.7M)

8.97% more ownership

Funds ownership: 67.74%76.71% (+9%)

4% more funds holding

Funds holding: 2324 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
12
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$20.8M +$10.6M +342,334 +97%
FD
2
Financial Designs
California
$13.6M -$298K -9,614 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.1M +$248K +7,999 +2%
LPL Financial
4
LPL Financial
California
$7.85M +$1.51M +48,803 +23%
Mariner
5
Mariner
Kansas
$3.18M -$111K -3,586 -3%
AAS
6
Avantax Advisory Services
Texas
$3M -$548K -17,651 -15%
PIA
7
Perennial Investment Advisors
California
$2.32M +$2.41M +77,713 New
PAG
8
Private Advisor Group
New Jersey
$1.52M +$158K +5,104 +11%
AWS
9
Atria Wealth Solutions
New York
$1.5M +$54.1K +1,745 +4%
GIA
10
Gladstone Institutional Advisory
Florida
$787K -$45.5K -1,468 -5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$727K +$6.58K +212 +0.9%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$555K +$248K +7,989 +76%
GLA
13
Good Life Advisors
Pennsylvania
$378K -$5.46K -176 -1%
CAS
14
Coppell Advisory Solutions
Texas
$372K -$4.71K -152 -1%
CASC
15
Coppell Advisory Solutions Corp
Texas
$372K -$4.71K -152 -1%
BFG
16
Bleakley Financial Group
New Jersey
$367K +$15.1K +487 +4%
SS
17
Simplicity Solutions
Minnesota
$367K +$381K +12,288 New
IWM
18
IHT Wealth Management
Illinois
$353K +$32K +1,032 +10%
Osaic Holdings
19
Osaic Holdings
Arizona
$174K +$39.5K +1,275 +28%
HI
20
Harbour Investments
Wisconsin
$149K +$28K +902 +22%
GRP
21
Global Retirement Partners
California
$112K +$11.5K +370 +11%
Wells Fargo
22
Wells Fargo
California
$9.53K
IA
23
IFP Advisors
Florida
$5.02K +$6.3K +203 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$30 +$31 +1 New
FFG
25
Ford Financial Group
California
-$2.27M -77,555 Closed

ACTV Hedge Fund Activity: Q1 2023 in Review

24 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Activist Leaders ETF (ACTV) for Q1 2023, worth a combined $70.6M — up 24% from $56.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ACTV positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Redwood Investment Management, adding an estimated $10.6M. The largest seller was Ford Financial Group, exiting entirely with an estimated $2.27M sold.

  • 24 institutional investors held LeaderShares Activist Leaders ETF (ACTV) as of Q1 2023, up from 23 in Q4 2022.
  • Funds reported $70.6M of LeaderShares Activist Leaders ETF stock for Q1 2023, up 24% quarter-over-quarter.
  • 4 funds opened new LeaderShares Activist Leaders ETF positions in Q1 2023 and 3 closed out, a net change of +1 holder.
  • The largest LeaderShares Activist Leaders ETF buyer in Q1 2023 was Redwood Investment Management, an estimated $10.6M added.
  • The largest LeaderShares Activist Leaders ETF seller in Q1 2023 was Ford Financial Group, an estimated $2.27M sold.

Based on aggregated 13F filings for Q1 2023.