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LeaderShares Activist Leaders ETF

10 hedge funds and large institutions have $26.5M invested in LeaderShares Activist Leaders ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
+4
Holders Change %
+66.67%
% of All Funds
0.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
3
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$13.8M -$1.86M -51,878 -12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.12M +$620K +17,311 +10%
HI
3
Harbour Investments
Wisconsin
$2.57M +$2.57M +71,612 New
LPL Financial
4
LPL Financial
California
$1.2M +$286K +7,986 +31%
Citadel Advisors
5
Citadel Advisors
Florida
$791K +$4.76K +133 +0.6%
PAG
6
Private Advisor Group
New Jersey
$504K -$29.2K -815 -5%
AAS
7
Avantax Advisory Services
Texas
$458K +$458K +12,747 New
Osaic Holdings
8
Osaic Holdings
Arizona
$46K +$46K +1,276 New
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$11K
Wells Fargo
10
Wells Fargo
California
$5K +$5K +134 New