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ACTV

LeaderShares Activist Leaders ETF

Delisted

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

25 hedge funds and large institutions have $68.6M invested in LeaderShares Activist Leaders ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 2625 (-1)

5% less capital invested

Capital invested by funds: $72.3M → $68.6M (-$3.71M)

8.26% less ownership

Funds ownership: 84.17%75.9% (-8.3%)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

64% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 14

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
5
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$38.5M -$5.95M -182,132 -14%
LPL Financial
2
LPL Financial
California
$14.1M -$344K -10,540 -2%
Mariner
3
Mariner
Kansas
$2.78M -$484K -14,807 -15%
PIA
4
Perennial Investment Advisors
California
$2.36M +$470K +14,375 +26%
PAG
5
Private Advisor Group
New Jersey
$1.94M -$65K -1,989 -3%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$1.54M -$12K -366 -0.8%
AWS
7
Atria Wealth Solutions
New York
$1.51M -$10.3K -314 -0.7%
IWM
8
IHT Wealth Management
Illinois
$1.07M -$26.9K -824 -3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$993K +$47K +1,438 +5%
GIA
10
Gladstone Institutional Advisory
Florida
$626K -$165K -5,064 -21%
GVAG
11
Great Valley Advisor Group
Delaware
$524K -$86.7K -2,654 -15%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$495K +$105K +3,199 +28%
GLA
13
Good Life Advisors
Pennsylvania
$405K -$10K -307 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$386K +$9.74K +298 +3%
CAS
15
Coppell Advisory Solutions
Texas
$363K -$13.4K -409 -4%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$344K +$333K +10,199 New
APW
17
Aurora Private Wealth
New Jersey
$240K -$2.88K -88 -1%
SG
18
StoneX Group
New York
$231K +$223K +6,836 New
HI
19
Harbour Investments
Wisconsin
$102K -$10.2K -312 -9%
UBS Group
20
UBS Group
Switzerland
$56.4K +$54.6K +1,671 New
IA
21
IFP Advisors
Florida
$6.85K
TAM
22
Tucker Asset Management
Colorado
$5.43K
Osaic Holdings
23
Osaic Holdings
Arizona
$2.36K +$65 +2 +3%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$67 -$33 -1 -33%
Morgan Stanley
25
Morgan Stanley
New York
$34

ACTV Hedge Fund Activity: Q3 2024 in Review

25 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Activist Leaders ETF (ACTV) for Q3 2024, worth a combined $68.6M — down 5.1% from $72.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ACTV and 3 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 5 added.

The largest buyer was Perennial Investment Advisors, adding an estimated $470K. The largest seller was Redwood Investment Management, cutting an estimated $5.95M.

  • 25 institutional investors held LeaderShares Activist Leaders ETF (ACTV) as of Q3 2024, down from 26 in Q2 2024.
  • Funds reported $68.6M of LeaderShares Activist Leaders ETF stock for Q3 2024, down 5.1% quarter-over-quarter.
  • 3 funds opened new LeaderShares Activist Leaders ETF positions in Q3 2024 and 4 closed out, a net change of -1 holder.
  • The largest LeaderShares Activist Leaders ETF buyer in Q3 2024 was Perennial Investment Advisors, an estimated $470K added.
  • The largest LeaderShares Activist Leaders ETF seller in Q3 2024 was Redwood Investment Management, an estimated $5.95M sold.

Based on aggregated 13F filings for Q3 2024.