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LeaderShares Activist Leaders ETF

23 hedge funds and large institutions have $56.9M invested in LeaderShares Activist Leaders ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
10
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FD
1
Financial Designs
California
$13.6M +$13.6M +464,850 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.6M +$776K +26,483 +7%
RIM
3
Redwood Investment Management
Arizona
$10.3M -$8.66M -295,524 -46%
LPL Financial
4
LPL Financial
California
$6.28M +$1.39M +47,411 +28%
AAS
5
Avantax Advisory Services
Texas
$3.47M -$391K -13,342 -10%
Mariner
6
Mariner
Kansas
$3.23M +$3.23M +110,110 New
FFG
7
Ford Financial Group
California
$2.27M +$21.6K +738 +1%
AWS
8
Atria Wealth Solutions
New York
$1.42M +$255K +8,694 +22%
GIA
9
Gladstone Institutional Advisory
Florida
$816K +$31K +1,056 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$707K +$707K +24,116 New
EWA
11
Evolution Wealth Advisors
Florida
$592K
CASC
12
Coppell Advisory Solutions Corp
Texas
$377K +$377K +12,874 New
CAS
13
Coppell Advisory Solutions
Texas
$377K +$377K +12,874 New
GLA
14
Good Life Advisors
Pennsylvania
$376K +$51.3K +1,749 +16%
BFG
15
Bleakley Financial Group
New Jersey
$346K +$346K +11,801 New
IWM
16
IHT Wealth Management
Illinois
$316K -$3.05K -104 -1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$310K +$32.6K +1,111 +12%
Osaic Holdings
18
Osaic Holdings
Arizona
$133K -$4.2K -144 -3%
HI
19
Harbour Investments
Wisconsin
$120K +$57.8K +1,973 +93%
GRP
20
Global Retirement Partners
California
$103K +$62.6K +2,135 +156%
Wells Fargo
21
Wells Fargo
California
$9.35K
UBS Group
22
UBS Group
Switzerland
$1.58K +$1.58K +54 New
PAG
23
Private Advisor Group
New Jersey
$1.34K +$409 +13,953 +44%
Citadel Advisors
24
Citadel Advisors
Florida
-$411K -15,443 Closed
SFA
25
Semmax Financial Advisors
North Carolina
-$3K -107 Closed