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ACTV

LeaderShares Activist Leaders ETF

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 2426 (+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: 22 (0)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.41%
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
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$22.9M +$928K +31,155 +4%
FD
2
Financial Designs
California
$13.9M -$442K -14,833 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.5M +$690K +23,153 +6%
LPL Financial
4
LPL Financial
California
$9.15M +$795K +26,692 +10%
Mariner
5
Mariner
Kansas
$3.49M +$117K +3,922 +4%
AAS
6
Avantax Advisory Services
Texas
$2.91M -$248K -8,310 -8%
PIA
7
Perennial Investment Advisors
California
$2.42M -$36K -1,210 -2%
PAG
8
Private Advisor Group
New Jersey
$1.7M +$88.7K +2,978 +6%
AWS
9
Atria Wealth Solutions
New York
$1.6M +$14.6K +490 +1%
GIA
10
Gladstone Institutional Advisory
Florida
$860K +$25.9K +871 +3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$794K +$24.3K +816 +3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$730K +$135K +4,540 +24%
IWM
13
IHT Wealth Management
Illinois
$407K +$31.8K +1,069 +9%
GLA
14
Good Life Advisors
Pennsylvania
$394K -$5.75K -193 -2%
BFG
15
Bleakley Financial Group
New Jersey
$376K -$11.8K -395 -3%
SS
16
Simplicity Solutions
Minnesota
$376K -$11.8K -395 -3%
CAS
17
Coppell Advisory Solutions
Texas
$336K -$61.5K -2,064 -16%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$331K +$312K +10,470 New
APW
19
Aurora Private Wealth
New Jersey
$206K +$194K +6,522 New
SG
20
StoneX Group
New York
$203K +$192K +6,442 New
Osaic Holdings
21
Osaic Holdings
Arizona
$189K +$4.11K +138 +2%
HI
22
Harbour Investments
Wisconsin
$168K +$9.29K +312 +6%
GRP
23
Global Retirement Partners
California
$121K -$1.34K -45 -1%
UBS Group
24
UBS Group
Switzerland
$37.1K +$35K +1,175 New
Wells Fargo
25
Wells Fargo
California
$10.1K

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.