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LeaderShares Activist Leaders ETF

24 hedge funds and large institutions have $83M invested in LeaderShares Activist Leaders ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
3
Increased
9
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$49.5M +$853K +25,553 +2%
LPL Financial
2
LPL Financial
California
$16.1M +$3.14M +94,089 +24%
Mariner
3
Mariner
Kansas
$3.27M -$220K -6,597 -6%
PIA
4
Perennial Investment Advisors
California
$2.47M -$35.9K -1,076 -1%
PAG
5
Private Advisor Group
New Jersey
$1.94M +$77.5K +2,321 +4%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$1.52M -$61.2K -1,832 -4%
AWS
7
Atria Wealth Solutions
New York
$1.49M -$59K -1,766 -4%
IWM
8
IHT Wealth Management
Illinois
$1.07M +$617K +18,496 +137%
GIA
9
Gladstone Institutional Advisory
Florida
$895K +$21.3K +639 +2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$865K +$33 +1 +0%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$789K -$13.1K -391 -2%
GLA
12
Good Life Advisors
Pennsylvania
$421K +$401 +12 +0.1%
CAS
13
Coppell Advisory Solutions
Texas
$419K -$10.4K -311 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$401K -$19.6K -587 -5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$370K +$14.4K +431 +4%
AWM
16
AE Wealth Management
Kansas
$310K +$310K +9,427 New
Goldman Sachs
17
Goldman Sachs
New York
$260K +$260K +7,790 New
SG
18
StoneX Group
New York
$258K +$37.2K +1,115 +17%
APW
19
Aurora Private Wealth
New Jersey
$249K -$4.44K -133 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$216K -$63.7K -1,908 -23%
HI
21
Harbour Investments
Wisconsin
$158K -$5.84K -175 -4%
UBS Group
22
UBS Group
Switzerland
$8.61K -$5.44K -163 -39%
IA
23
IFP Advisors
Florida
$6.78K
Morgan Stanley
24
Morgan Stanley
New York
$66 +$66 +2 New
FD
25
Financial Designs
California
-$13.1M -430,744 Closed