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LeaderShares Activist Leaders ETF
ACTV

Overview Fund Activity

19 hedge funds and large institutions have $44.4M invested in LeaderShares Activist Leaders ETF in 2022 Q3 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
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.33%
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
MIAN
Mariner Independent Advisor Network
Kansas
+$2.68M
2
LPL Financial
LPL Financial
California
+$1.52M
3
RIM
Redwood Investment Management
Arizona
+$920K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$693K
5
FFG
Ford Financial Group
California
+$535K

Top Sellers

1
CFG
Cooper Financial Group
California
-$541K
2
GRP
Global Retirement Partners
California
-$17K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$7K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$17.2M +$920K +34,569 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.86M +$693K +26,058 +8%
LPL Financial
3
LPL Financial
California
$4.44M +$1.52M +57,138 +52%
AAS
4
Avantax Advisory Services
Texas
$3.5M +$277K +10,396 +9%
MIAN
5
Mariner Independent Advisor Network
Kansas
$2.68M +$2.68M +100,543 New
FFG
6
Ford Financial Group
California
$2.04M +$535K +20,112 +35%
AWS
7
Atria Wealth Solutions
New York
$1.05M +$272K +10,231 +35%
PAG
8
Private Advisor Group
New Jersey
$848K +$87K +3,270 +11%
GIA
9
Gladstone Institutional Advisory
Florida
$712K +$56.3K +2,115 +9%
EWA
10
Evolution Wealth Advisors
Florida
$537K – – –
Citadel Advisors
11
Citadel Advisors
Florida
$411K +$411K +15,443 New
GLA
12
Good Life Advisors
Pennsylvania
$295K +$665 +25 +0.2%
IWM
13
IHT Wealth Management
Illinois
$290K +$30.9K +1,160 +12%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$252K +$252K +9,467 New
Osaic Holdings
15
Osaic Holdings
Arizona
$125K +$5.82K +219 +5%
HI
16
Harbour Investments
Wisconsin
$65K – – –
GRP
17
Global Retirement Partners
California
$40K -$17K -580 -30%
Wells Fargo
18
Wells Fargo
California
$8K – – –
SFA
19
Semmax Financial Advisors
North Carolina
$3K – – –
CFG
20
Cooper Financial Group
California
– -$541K -17,800 Closed
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
– -$7K -215 Closed