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LeaderShares Activist Leaders ETF

26 hedge funds and large institutions have $72.3M invested in LeaderShares Activist Leaders ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
8
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$42.5M +$9.84M +307,057 +30%
LPL Financial
2
LPL Financial
California
$13.7M -$1.68M -52,572 -11%
Mariner
3
Mariner
Kansas
$3.11M +$73.6K +2,295 +2%
PAG
4
Private Advisor Group
New Jersey
$1.9M +$33.9K +1,058 +2%
PIA
5
Perennial Investment Advisors
California
$1.79M -$466K -14,542 -21%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$1.48M -$5.71K -178 -0.4%
AWS
7
Atria Wealth Solutions
New York
$1.45M +$3.17K +99 +0.2%
IWM
8
IHT Wealth Management
Illinois
$1.04M -$23.7K -738 -2%
Wells Fargo
9
Wells Fargo
California
$966K +$966K +30,125 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$898K +$49.2K +1,535 +6%
GIA
11
Gladstone Institutional Advisory
Florida
$757K -$54K -1,686 -7%
GVAG
12
Great Valley Advisor Group
Delaware
$582K +$582K +18,173 New
GLA
13
Good Life Advisors
Pennsylvania
$394K -$9.42K -294 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$368K -$11.5K -358 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$357K +$1.03K +32 +0.3%
CAS
16
Coppell Advisory Solutions
Texas
$357K +$357K +11,126 New
Citadel Advisors
17
Citadel Advisors
Florida
$291K +$291K +9,079 New
APW
18
Aurora Private Wealth
New Jersey
$230K -$8.48K -265 -4%
HI
19
Harbour Investments
Wisconsin
$107K -$30.9K -964 -22%
CA
20
CoreCap Advisors
Michigan
$14.3K +$14.3K +446 New
IA
21
IFP Advisors
Florida
$6.51K
TAM
22
Tucker Asset Management
Colorado
$5.16K +$1.25K +39 +32%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.18K -$126K -3,946 -98%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.31K +$1.31K +41 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$96 +$64 +2 +200%