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LeaderShares Activist Leaders ETF
ACTV

Overview Fund Activity

25 hedge funds and large institutions have $68.6M invested in LeaderShares Activist Leaders ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-1
Holders Change %
-3.85%
% 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
3
Increased
5
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PIA
Perennial Investment Advisors
California
$2.36M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$344K
3
SG
StoneX Group
New York
$231K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$495K
5
UBS Group
UBS Group
Switzerland
$56.4K

Top Sellers

1
RIM
Redwood Investment Management
Arizona
$38.5M
2
Wells Fargo
Wells Fargo
California
$0
3
Mariner
Mariner
Kansas
$2.78M
4
LPL Financial
LPL Financial
California
$14.1M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$38.5M -$6.14M -182,132 -14%
LPL Financial
2
LPL Financial
California
$14.1M -$356K -10,540 -2%
Mariner
3
Mariner
Kansas
$2.78M -$500K -14,807 -15%
PIA
4
Perennial Investment Advisors
California
$2.36M +$485K +14,375 +26%
PAG
5
Private Advisor Group
New Jersey
$1.94M -$67.1K -1,989 -3%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$1.54M -$12.3K -366 -0.8%
AWS
7
Atria Wealth Solutions
New York
$1.51M -$10.6K -314 -0.7%
IWM
8
IHT Wealth Management
Illinois
$1.07M -$27.8K -824 -3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$993K +$48.5K +1,438 +5%
GIA
10
Gladstone Institutional Advisory
Florida
$626K -$171K -5,064 -21%
GVAG
11
Great Valley Advisor Group
Delaware
$524K -$89.5K -2,654 -15%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$495K +$108K +3,199 +28%
GLA
13
Good Life Advisors
Pennsylvania
$405K -$10.4K -307 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$386K +$10K +298 +3%
CAS
15
Coppell Advisory Solutions
Texas
$363K -$13.9K -409 -4%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$344K +$344K +10,199 New
APW
17
Aurora Private Wealth
New Jersey
$240K -$2.97K -88 -1%
SG
18
StoneX Group
New York
$231K +$231K +6,836 New
HI
19
Harbour Investments
Wisconsin
$102K -$10.5K -312 -9%
UBS Group
20
UBS Group
Switzerland
$56.4K +$56.4K +1,671 New
IA
21
IFP Advisors
Florida
$6.85K – – –
TAM
22
Tucker Asset Management
Colorado
$5.43K – – –
Osaic Holdings
23
Osaic Holdings
Arizona
$2.36K +$67 +2 +3%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$67 -$34 -1 -33%
Morgan Stanley
25
Morgan Stanley
New York
$34 – – –
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