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LeaderShares Activist Leaders ETF
ACTV

Overview Fund Activity

24 hedge funds and large institutions have $70.6M invested in LeaderShares Activist Leaders ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
12
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIM
Redwood Investment Management
Arizona
+$10.2M
2
PIA
Perennial Investment Advisors
California
+$2.32M
3
LPL Financial
LPL Financial
California
+$1.46M
4
SS
Simplicity Solutions
Minnesota
+$367K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$239K

Top Sellers

1
FFG
Ford Financial Group
California
-$2.27M
2
EWA
Evolution Wealth Advisors
Florida
-$592K
3
AAS
Avantax Advisory Services
Texas
-$527K
4
FD
Financial Designs
California
-$287K
5
Mariner
Mariner
Kansas
-$107K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$20.8M +$10.2M +342,334 +97%
FD
2
Financial Designs
California
$13.6M -$287K -9,614 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.1M +$239K +7,999 +2%
LPL Financial
4
LPL Financial
California
$7.85M +$1.46M +48,803 +23%
Mariner
5
Mariner
Kansas
$3.18M -$107K -3,586 -3%
AAS
6
Avantax Advisory Services
Texas
$3M -$527K -17,651 -15%
PIA
7
Perennial Investment Advisors
California
$2.32M +$2.32M +77,713 New
PAG
8
Private Advisor Group
New Jersey
$1.52M +$152K +5,104 +11%
AWS
9
Atria Wealth Solutions
New York
$1.5M +$52.1K +1,745 +4%
GIA
10
Gladstone Institutional Advisory
Florida
$787K -$43.8K -1,468 -5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$727K +$6.33K +212 +0.9%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$555K +$239K +7,989 +76%
GLA
13
Good Life Advisors
Pennsylvania
$378K -$5.26K -176 -1%
CAS
14
Coppell Advisory Solutions
Texas
$372K -$4.44K -152 -1%
CASC
15
Coppell Advisory Solutions Corp
Texas
$372K -$4.44K -152 -1%
BFG
16
Bleakley Financial Group
New Jersey
$367K +$14.5K +487 +4%
SS
17
Simplicity Solutions
Minnesota
$367K +$367K +12,288 New
IWM
18
IHT Wealth Management
Illinois
$353K +$30.8K +1,032 +10%
Osaic Holdings
19
Osaic Holdings
Arizona
$174K +$38.1K +1,275 +28%
HI
20
Harbour Investments
Wisconsin
$149K +$26.9K +902 +22%
GRP
21
Global Retirement Partners
California
$112K +$10.7K +370 +11%
Wells Fargo
22
Wells Fargo
California
$9.53K – – –
IA
23
IFP Advisors
Florida
$5.02K +$5.02K +203 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$30 +$30 +1 New
FFG
25
Ford Financial Group
California
– -$2.27M -77,555 Closed
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