LeaderShares Activist Leaders ETF
ACTV
ACTV
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
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
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$3.14M |
| 2 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$853K |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$617K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$310K |
| 5 |
Goldman Sachs
New York
|
+$260K |
Top Sellers
| 1 |
FD
Financial Designs
Claremont,
California
|
-$13.1M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$2.51M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$220K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$124K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$63.7K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AAS
26
Avantax Advisory Services
Dallas,
Texas
| – | -$2.51M | -82,299 | Closed |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| – | -$124K | -4,208 | Closed |
|
28
JPMorgan Chase & Co
New York
| – | -$3.05K | -100 | Closed |
|
29
Bank of America
Charlotte,
North Carolina
| – | -$2.14K | -70 | Closed |
|