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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 $72.3M invested in LeaderShares Activist Leaders ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

9.16% more ownership

Funds ownership: 75.01%84.17% (+9.2%)

4% more funds holding

Funds holding: 2526 (+1)

2% more capital invested

Capital invested by funds: $70.6M → $72.3M (+$1.67M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
8
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$42.5M +$10.2M +307,057 +30%
LPL Financial
2
LPL Financial
California
$13.7M -$1.74M -52,572 -11%
Mariner
3
Mariner
Kansas
$3.11M +$75.9K +2,295 +2%
PAG
4
Private Advisor Group
New Jersey
$1.9M +$35K +1,058 +2%
PIA
5
Perennial Investment Advisors
California
$1.79M -$481K -14,542 -21%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$1.48M -$5.89K -178 -0.4%
AWS
7
Atria Wealth Solutions
New York
$1.45M +$3.28K +99 +0.2%
IWM
8
IHT Wealth Management
Illinois
$1.04M -$24.4K -738 -2%
Wells Fargo
9
Wells Fargo
California
$966K +$997K +30,125 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$898K +$50.8K +1,535 +6%
GIA
11
Gladstone Institutional Advisory
Florida
$757K -$55.8K -1,686 -7%
GVAG
12
Great Valley Advisor Group
Delaware
$582K +$601K +18,173 New
GLA
13
Good Life Advisors
Pennsylvania
$394K -$9.73K -294 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$368K -$11.8K -358 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$357K +$1.06K +32 +0.3%
CAS
16
Coppell Advisory Solutions
Texas
$357K +$368K +11,126 New
Citadel Advisors
17
Citadel Advisors
Florida
$291K +$300K +9,079 New
APW
18
Aurora Private Wealth
New Jersey
$230K -$8.77K -265 -4%
HI
19
Harbour Investments
Wisconsin
$107K -$31.9K -964 -22%
CA
20
CoreCap Advisors
Michigan
$14.3K +$14.8K +446 New
IA
21
IFP Advisors
Florida
$6.51K
TAM
22
Tucker Asset Management
Colorado
$5.16K +$1.29K +39 +32%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.18K -$131K -3,946 -98%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.31K +$1.36K +41 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$96 +$66 +2 +200%

ACTV Hedge Fund Activity: Q2 2024 in Review

26 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Activist Leaders ETF (ACTV) for Q2 2024, worth a combined $72.3M — up 2.4% from $70.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ACTV positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Redwood Investment Management, adding an estimated $10.2M. The largest seller was LPL Financial, cutting an estimated $1.74M.

  • 26 institutional investors held LeaderShares Activist Leaders ETF (ACTV) as of Q2 2024, up from 25 in Q1 2024.
  • Funds reported $72.3M of LeaderShares Activist Leaders ETF stock for Q2 2024, up 2.4% quarter-over-quarter.
  • 6 funds opened new LeaderShares Activist Leaders ETF positions in Q2 2024 and 4 closed out, a net change of +2 holders.
  • The largest LeaderShares Activist Leaders ETF buyer in Q2 2024 was Redwood Investment Management, an estimated $10.2M added.
  • The largest LeaderShares Activist Leaders ETF seller in Q2 2024 was LPL Financial, an estimated $1.74M sold.

Based on aggregated 13F filings for Q2 2024.