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LeaderShares Activist Leaders ETF
ACTV

Overview Fund Activity

26 hedge funds and large institutions have $87.2M invested in LeaderShares Activist Leaders ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
–
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
13
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIM
Redwood Investment Management
Arizona
+$22.3M
2
LPL Financial
LPL Financial
California
+$3.04M
3
Osaic Holdings
Osaic Holdings
Arizona
+$73.3K
4
CAS
Coppell Advisory Solutions
Texas
+$65K
5
PAG
Private Advisor Group
New Jersey
+$57.1K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.7M
2
SS
Simplicity Solutions
Minnesota
-$376K
3
BFG
Bleakley Financial Group
New Jersey
-$376K
4
AAS
Avantax Advisory Services
Texas
-$305K
5
FD
Financial Designs
California
-$295K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$44.5M +$22.3M +731,423 +101%
FD
2
Financial Designs
California
$13.1M -$295K -9,659 -2%
LPL Financial
3
LPL Financial
California
$11.9M +$3.04M +99,731 +34%
Mariner
4
Mariner
Kansas
$3.19M -$181K -5,933 -5%
AAS
5
Avantax Advisory Services
Texas
$2.51M -$305K -9,986 -11%
PIA
6
Perennial Investment Advisors
California
$2.29M -$44.4K -1,456 -2%
PAG
7
Private Advisor Group
New Jersey
$1.7M +$57.1K +1,871 +3%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$1.44M +$1.44M +47,306 New
AWS
9
Atria Wealth Solutions
New York
$1.42M -$126K -4,132 -8%
GIA
10
Gladstone Institutional Advisory
Florida
$799K -$31.8K -1,043 -4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$791K +$23.8K +779 +3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$733K +$27.7K +908 +4%
IWM
13
IHT Wealth Management
Illinois
$413K +$20.1K +658 +5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$385K -$12.7M -415,403 -97%
GLA
15
Good Life Advisors
Pennsylvania
$384K +$3.66K +120 +1%
CAS
16
Coppell Advisory Solutions
Texas
$377K +$65K +2,216 +21%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$325K +$5.19K +170 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$256K +$73.3K +2,403 +40%
APW
19
Aurora Private Wealth
New Jersey
$232K +$32.9K +1,079 +17%
SG
20
StoneX Group
New York
$202K +$5.22K +171 +3%
HI
21
Harbour Investments
Wisconsin
$150K -$12.6K -414 -8%
GRP
22
Global Retirement Partners
California
$124K +$11.2K +380 +10%
UBS Group
23
UBS Group
Switzerland
$12.8K -$23K -754 -64%
IA
24
IFP Advisors
Florida
$6.19K – – –
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$3.05K +$3.05K +100 New
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