ACTV icon

LeaderShares Activist Leaders ETF

25 hedge funds and large institutions have $70.6M invested in LeaderShares Activist Leaders ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
7
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$35.8M -$16.3M -464,989 -31%
LPL Financial
2
LPL Financial
California
$16.9M -$102K -2,916 -0.6%
Mariner
3
Mariner
Kansas
$3.33M -$106K -3,019 -3%
PIA
4
Perennial Investment Advisors
California
$2.47M -$131K -3,717 -5%
PAG
5
Private Advisor Group
New Jersey
$2.05M +$9.52K +271 +0.5%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$1.63M +$27.7K +788 +2%
AWS
7
Atria Wealth Solutions
New York
$1.58M +$13.3K +379 +0.8%
IWM
8
IHT Wealth Management
Illinois
$1.17M +$43.3K +1,232 +4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$930K +$100K +2,848 +12%
GIA
10
Gladstone Institutional Advisory
Florida
$889K -$53.6K -1,525 -6%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$818K -$92.6K -2,636 -10%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$655K +$655K +18,630 New
GLA
13
Good Life Advisors
Pennsylvania
$443K
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$416K -$6.36K -181 -2%
CASC
15
Coppell Advisory Solutions Corp
Texas
$396K +$396K +11,280 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$391K +$1.65K +47 +0.4%
APW
17
Aurora Private Wealth
New Jersey
$259K -$417 -12 -0.2%
SG
18
StoneX Group
New York
$218K -$54K -1,537 -20%
HI
19
Harbour Investments
Wisconsin
$151K -$15.4K -438 -9%
Osaic Holdings
20
Osaic Holdings
Arizona
$141K -$86.1K -2,452 -38%
UBS Group
21
UBS Group
Switzerland
$24.1K +$15K +427 +166%
IA
22
IFP Advisors
Florida
$7.13K
TAM
23
Tucker Asset Management
Colorado
$4.29K +$4.29K +122 New
Morgan Stanley
24
Morgan Stanley
New York
$35 -$35 -1 -50%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$35 +$35 +1 New