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LeaderShares Activist Leaders ETF
ACTV

Overview Fund Activity

18 hedge funds and large institutions have $42.5M invested in LeaderShares Activist Leaders ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
11
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIM
Redwood Investment Management
Arizona
+$1.92M
2
LPL Financial
LPL Financial
California
+$1.21M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$591K
4
AWS
Atria Wealth Solutions
New York
+$452K
5
IWM
IHT Wealth Management
Illinois
+$296K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$336K
2
AAS
Avantax Advisory Services
Texas
-$130K
3
UBS Group
UBS Group
Switzerland
-$24K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$18.7M +$1.92M +63,039 +11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.5M +$591K +19,436 +6%
AAS
3
Avantax Advisory Services
Texas
$3.69M -$130K -4,266 -3%
LPL Financial
4
LPL Financial
California
$3.33M +$1.21M +39,850 +57%
FFG
5
Ford Financial Group
California
$1.72M +$256K +8,432 +17%
AWS
6
Atria Wealth Solutions
New York
$894K +$452K +14,860 +102%
PAG
7
Private Advisor Group
New Jersey
$870K +$193K +6,356 +29%
GIA
8
Gladstone Institutional Advisory
Florida
$750K +$156K +5,141 +26%
EWA
9
Evolution Wealth Advisors
Florida
$614K – – –
CFG
10
Cooper Financial Group
California
$541K +$23.9K +785 +5%
GLA
11
Good Life Advisors
Pennsylvania
$336K +$26.4K +869 +9%
IWM
12
IHT Wealth Management
Illinois
$296K +$296K +9,730 New
Osaic Holdings
13
Osaic Holdings
Arizona
$136K +$30.3K +998 +29%
HI
14
Harbour Investments
Wisconsin
$65K +$65K +2,127 New
GRP
15
Global Retirement Partners
California
$59K +$18K +595 +44%
Wells Fargo
16
Wells Fargo
California
$10K – – –
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$7K +$7K +215 New
SFA
18
Semmax Financial Advisors
North Carolina
$3K – – –
Citadel Advisors
19
Citadel Advisors
Florida
– -$336K -9,333 Closed
UBS Group
20
UBS Group
Switzerland
– -$24K -657 Closed