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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 $87.2M invested in LeaderShares Activist Leaders ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

13.52% more ownership

Funds ownership: 79.33%92.85% (+14%)

13% more capital invested

Capital invested by funds: $77.2M → $87.2M (+$10.1M)

0% more funds holding

Funds holding: 2626 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
26
Holders Change
Holders Change %
0%
% 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
3
Increased
13
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$44.5M +$23.3M +731,423 +101%
FD
2
Financial Designs
California
$13.1M -$308K -9,659 -2%
LPL Financial
3
LPL Financial
California
$11.9M +$3.18M +99,731 +34%
Mariner
4
Mariner
Kansas
$3.19M -$189K -5,933 -5%
AAS
5
Avantax Advisory Services
Texas
$2.51M -$318K -9,986 -11%
PIA
6
Perennial Investment Advisors
California
$2.29M -$46.4K -1,456 -2%
PAG
7
Private Advisor Group
New Jersey
$1.7M +$59.7K +1,871 +3%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$1.44M +$1.51M +47,306 New
AWS
9
Atria Wealth Solutions
New York
$1.42M -$132K -4,132 -8%
GIA
10
Gladstone Institutional Advisory
Florida
$799K -$33.3K -1,043 -4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$791K +$24.8K +779 +3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$733K +$29K +908 +4%
IWM
13
IHT Wealth Management
Illinois
$413K +$21K +658 +5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$385K -$13.2M -415,403 -97%
GLA
15
Good Life Advisors
Pennsylvania
$384K +$3.83K +120 +1%
CAS
16
Coppell Advisory Solutions
Texas
$377K +$70.7K +2,216 +21%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$325K +$5.42K +170 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$256K +$76.6K +2,403 +40%
APW
19
Aurora Private Wealth
New Jersey
$232K +$34.4K +1,079 +17%
SG
20
StoneX Group
New York
$202K +$5.45K +171 +3%
HI
21
Harbour Investments
Wisconsin
$150K -$13.2K -414 -8%
GRP
22
Global Retirement Partners
California
$124K +$12.1K +380 +10%
UBS Group
23
UBS Group
Switzerland
$12.8K -$24K -754 -64%
IA
24
IFP Advisors
Florida
$6.19K
JP Morgan Chase
25
JP Morgan Chase
New York
$3.05K +$3.19K +100 New

ACTV Hedge Fund Activity: Q3 2023 in Review

26 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Activist Leaders ETF (ACTV) for Q3 2023, worth a combined $87.2M — up 13% from $77.2M a quarter earlier.

Fund positioning in ACTV was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 13 added to existing stakes and 9 trimmed.

The largest buyer was Redwood Investment Management, adding an estimated $23.3M. The largest seller was Envestnet Asset Management, cutting an estimated $13.2M.

  • 26 institutional investors held LeaderShares Activist Leaders ETF (ACTV) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $87.2M of LeaderShares Activist Leaders ETF stock for Q3 2023, up 13% quarter-over-quarter.
  • 3 funds opened new LeaderShares Activist Leaders ETF positions in Q3 2023 and 3 closed out, a net change of 0 holders.
  • The largest LeaderShares Activist Leaders ETF buyer in Q3 2023 was Redwood Investment Management, an estimated $23.3M added.
  • The largest LeaderShares Activist Leaders ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $13.2M sold.

Based on aggregated 13F filings for Q3 2023.