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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 $83M invested in LeaderShares Activist Leaders ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $87.2M → $83M (-$4.21M)

8% less funds holding

Funds holding: 2624 (-2)

12.09% less ownership

Funds ownership: 92.85%80.76% (-12%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
3
Increased
9
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$49.5M +$768K +25,553 +2%
LPL Financial
2
LPL Financial
California
$16.1M +$2.83M +94,089 +24%
Mariner
3
Mariner
Kansas
$3.27M -$198K -6,597 -6%
PIA
4
Perennial Investment Advisors
California
$2.47M -$32.3K -1,076 -1%
PAG
5
Private Advisor Group
New Jersey
$1.94M +$69.8K +2,321 +4%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$1.52M -$55.1K -1,832 -4%
AWS
7
Atria Wealth Solutions
New York
$1.49M -$53.1K -1,766 -4%
IWM
8
IHT Wealth Management
Illinois
$1.07M +$556K +18,496 +137%
GIA
9
Gladstone Institutional Advisory
Florida
$895K +$19.2K +639 +2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$865K +$30 +1 +0%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$789K -$11.8K -391 -2%
GLA
12
Good Life Advisors
Pennsylvania
$421K +$361 +12 +0.1%
CAS
13
Coppell Advisory Solutions
Texas
$419K -$9.35K -311 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$401K -$17.6K -587 -5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$370K +$13K +431 +4%
AWM
16
AE Wealth Management
Kansas
$310K +$283K +9,427 New
Goldman Sachs
17
Goldman Sachs
New York
$260K +$234K +7,790 New
SG
18
StoneX Group
New York
$258K +$33.5K +1,115 +17%
APW
19
Aurora Private Wealth
New Jersey
$249K -$4K -133 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$216K -$57.3K -1,908 -23%
HI
21
Harbour Investments
Wisconsin
$158K -$5.26K -175 -4%
UBS Group
22
UBS Group
Switzerland
$8.61K -$4.9K -163 -39%
IA
23
IFP Advisors
Florida
$6.78K
Morgan Stanley
24
Morgan Stanley
New York
$66 +$60 +2 New
FD
25
Financial Designs
California
-$13.1M -430,744 Closed

ACTV Hedge Fund Activity: Q4 2023 in Review

24 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Activist Leaders ETF (ACTV) for Q4 2023, worth a combined $83M — down 4.8% from $87.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ACTV and 3 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 9 added.

The largest buyer was LPL Financial, adding an estimated $2.83M. The largest seller was Financial Designs, exiting entirely with an estimated $13.1M sold.

  • 24 institutional investors held LeaderShares Activist Leaders ETF (ACTV) as of Q4 2023, down from 26 in Q3 2023.
  • Funds reported $83M of LeaderShares Activist Leaders ETF stock for Q4 2023, down 4.8% quarter-over-quarter.
  • 3 funds opened new LeaderShares Activist Leaders ETF positions in Q4 2023 and 5 closed out, a net change of -2 holders.
  • The largest LeaderShares Activist Leaders ETF buyer in Q4 2023 was LPL Financial, an estimated $2.83M added.
  • The largest LeaderShares Activist Leaders ETF seller in Q4 2023 was Financial Designs, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2023.