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LeaderShares Activist Leaders ETF
ACTV

Overview Fund Activity

24 hedge funds and large institutions have $70.6M invested in LeaderShares Activist Leaders ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.38%
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
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIM
Redwood Investment Management
Arizona
+$10.2M
2
PIA
Perennial Investment Advisors
California
+$2.32M
3
LPL Financial
LPL Financial
California
+$1.46M
4
SS
Simplicity Solutions
Minnesota
+$367K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$239K

Top Sellers

1
FFG
Ford Financial Group
California
-$2.27M
2
EWA
Evolution Wealth Advisors
Florida
-$592K
3
AAS
Avantax Advisory Services
Texas
-$527K
4
FD
Financial Designs
California
-$287K
5
Mariner
Mariner
Kansas
-$107K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
26
Evolution Wealth Advisors
Florida
– -$592K -20,175 Closed
UBS Group
27
UBS Group
Switzerland
– -$1.58K -54 Closed
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