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LeaderShares Activist Leaders ETF
ACTV

Overview Fund Activity

27 hedge funds and large institutions have $73.5M invested in LeaderShares Activist Leaders ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
7
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$305K
2
PAG
Private Advisor Group
New Jersey
+$256K
3
Citadel Advisors
Citadel Advisors
Florida
+$244K
4
UBS Group
UBS Group
Switzerland
+$224K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$69.5K

Top Sellers

1
RIM
Redwood Investment Management
Arizona
-$3.78M
2
PIA
Perennial Investment Advisors
California
-$2.36M
3
SG
StoneX Group
New York
-$231K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$122K
5
AWS
Atria Wealth Solutions
New York
-$74.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$33.4M -$3.78M -116,168 -10%
LPL Financial
2
LPL Financial
California
$13.6M -$12.3K -378 -0.1%
SFO
3
Stenger Family Office
Illinois
$12.9M +$12.9M +373,538 New
Mariner
4
Mariner
Kansas
$2.61M -$69.6K -2,139 -3%
PAG
5
Private Advisor Group
New Jersey
$2.13M +$256K +7,854 +14%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$1.41M -$73.2K -2,250 -5%
AWS
7
Atria Wealth Solutions
New York
$1.39M -$74.1K -2,277 -5%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.03M +$69.5K +2,135 +7%
IWM
9
IHT Wealth Management
Illinois
$994K -$38K -1,168 -4%
GIA
10
Gladstone Institutional Advisory
Florida
$603K -$976 -30 -0.2%
GVAG
11
Great Valley Advisor Group
Delaware
$505K -$456 -14 -0.1%
GLA
12
Good Life Advisors
Pennsylvania
$391K +$228 +7 +0.1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$374K +$1.76K +54 +0.5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$356K -$122K -3,736 -25%
CAS
15
Coppell Advisory Solutions
Texas
$310K -$38K -1,171 -11%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$307K -$24.7K -760 -7%
Two Sigma Investments
17
Two Sigma Investments
New York
$305K +$305K +9,359 New
UBS Group
18
UBS Group
Switzerland
$279K +$224K +6,892 +412%
Citadel Advisors
19
Citadel Advisors
Florida
$244K +$244K +7,506 New
APW
20
Aurora Private Wealth
New Jersey
$234K +$2.61K +80 +1%
HI
21
Harbour Investments
Wisconsin
$98K – – –
AWM
22
AE Wealth Management
Kansas
$38.6K +$38.6K +1,186 New
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$12.4K +$12.4K +380 New
Osaic Holdings
24
Osaic Holdings
Arizona
$5.26K +$2.97K +91 +130%
TAM
25
Tucker Asset Management
Colorado
$5.24K – – –
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