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LeaderShares Activist Leaders ETF
ACTV

Overview Fund Activity

17 hedge funds and large institutions have $44.6M invested in LeaderShares Activist Leaders ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
+4
Holders Change %
+30.77%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
7
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFG
Ford Financial Group
California
+$1.74M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.1M
3
RIM
Redwood Investment Management
Arizona
+$723K
4
GIA
Gladstone Institutional Advisory
Florida
+$703K
5
LPL Financial
LPL Financial
California
+$365K

Top Sellers

1
KWM
Kingsview Wealth Management
Oregon
-$874K
2
SG
StoneX Group
New York
-$201K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$19.8M +$723K +20,073 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.7M +$1.1M +30,642 +10%
AAS
3
Avantax Advisory Services
Texas
$4.53M +$185K +5,118 +4%
LPL Financial
4
LPL Financial
California
$2.51M +$365K +10,131 +17%
FFG
5
Ford Financial Group
California
$1.74M +$1.74M +48,273 New
PAG
6
Private Advisor Group
New Jersey
$802K +$156K +4,334 +24%
EWA
7
Evolution Wealth Advisors
Florida
$727K – – –
GIA
8
Gladstone Institutional Advisory
Florida
$703K +$703K +19,508 New
CFG
9
Cooper Financial Group
California
$613K +$34.1K +947 +6%
AWS
10
Atria Wealth Solutions
New York
$524K +$524K +14,552 New
GLA
11
Good Life Advisors
Pennsylvania
$367K – – –
Citadel Advisors
12
Citadel Advisors
Florida
$336K +$336K +9,333 New
Osaic Holdings
13
Osaic Holdings
Arizona
$126K +$61.3K +1,696 +95%
GRP
14
Global Retirement Partners
California
$42K +$42K +1,353 New
UBS Group
15
UBS Group
Switzerland
$24K +$24K +657 New
Wells Fargo
16
Wells Fargo
California
$11K – – –
SFA
17
Semmax Financial Advisors
North Carolina
$4K +$4K +107 New
KWM
18
Kingsview Wealth Management
Oregon
– -$874K -23,966 Closed
SG
19
StoneX Group
New York
– -$201K -5,527 Closed