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LeaderShares Activist Leaders ETF
ACTV

Overview Fund Activity

13 hedge funds and large institutions have $39.2M invested in LeaderShares Activist Leaders ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
13
Holders Change
+4
Holders Change %
+44.44%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
4
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIM
Redwood Investment Management
Arizona
+$2.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.87M
3
KWM
Kingsview Wealth Management
Oregon
+$874K
4
LPL Financial
LPL Financial
California
+$680K
5
CFG
Cooper Financial Group
California
+$586K

Top Sellers

1
HI
Harbour Investments
Wisconsin
-$2.64M
2
Jane Street
Jane Street
New York
-$410K
3
PAG
Private Advisor Group
New Jersey
-$273K
4
Osaic Holdings
Osaic Holdings
Arizona
-$13.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$18.9M +$2.4M +67,389 +15%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.7M +$1.87M +51,245 +21%
AAS
3
Avantax Advisory Services
Texas
$4.39M +$344K +9,436 +9%
LPL Financial
4
LPL Financial
California
$2.17M +$680K +18,649 +46%
KWM
5
Kingsview Wealth Management
Oregon
$874K +$874K +23,966 New
PAG
6
Private Advisor Group
New Jersey
$653K -$273K -7,476 -29%
CFG
7
Cooper Financial Group
California
$586K +$586K +16,068 New
GLA
8
Good Life Advisors
Pennsylvania
$371K +$371K +10,191 New
NFG
9
Next Financial Group
Texas
$288K +$288K +7,903 New
SG
10
StoneX Group
New York
$201K +$201K +5,527 New
Osaic Holdings
11
Osaic Holdings
Arizona
$66K -$13.3K -360 -17%
Wells Fargo
12
Wells Fargo
California
$12K – – –
EWA
13
Evolution Wealth Advisors
Florida
$735 +$735 +20,175 New
HI
14
Harbour Investments
Wisconsin
– -$2.64M -69,443 Closed
Jane Street
15
Jane Street
New York
– -$410K -10,794 Closed