ACTV icon

LeaderShares Activist Leaders ETF
ACTV

Overview Fund Activity

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
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
–

Top Buyers

1
RIM
Redwood Investment Management
Arizona
+$22.3M
2
LPL Financial
LPL Financial
California
+$3.04M
3
Osaic Holdings
Osaic Holdings
Arizona
+$73.3K
4
CAS
Coppell Advisory Solutions
Texas
+$65K
5
PAG
Private Advisor Group
New Jersey
+$57.1K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.7M
2
SS
Simplicity Solutions
Minnesota
-$376K
3
BFG
Bleakley Financial Group
New Jersey
-$376K
4
AAS
Avantax Advisory Services
Texas
-$305K
5
FD
Financial Designs
California
-$295K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$2.14K +$2.14K +70 New
SS
27
Simplicity Solutions
Minnesota
– -$376K -11,893 Closed
BFG
28
Bleakley Financial Group
New Jersey
– -$376K -11,893 Closed
Wells Fargo
29
Wells Fargo
California
– -$10.1K -319 Closed
1
2