LeaderShares AlphaFactor US Core Equity ETF
LSAF
25 hedge funds and large institutions have $108M invested in LeaderShares AlphaFactor US Core Equity ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 3 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
25% more capital invested
Capital invested by funds: $86.4M → $108M (+$21.7M)
19% more funds holding
Funds holding: 21 → 25 (+4)
6.78% more ownership
Funds ownership: 67.73% → 74.5% (+6.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$4.91M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.35M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$906K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$779K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
-$18.6M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$821K |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$58K |
| 4 |
Morgan Stanley
New York
|
-$46K |
| 5 |
JP Morgan Chase
New York
|
-$18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Morgan Stanley
New York
| – | -$46K | -1,725 | Closed |
|
|
27
JP Morgan Chase
New York
| – | -$18K | -666 | Closed |
|
|
SFA
28
Semmax Financial Advisors
Winston Salem,
North Carolina
| – | -$6K | -193 | Closed |
|
LSAF Hedge Fund Activity: Q4 2022 in Review
25 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor US Core Equity ETF (LSAF) for Q4 2022, worth a combined $108M — up 25% from $86.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new LSAF positions and 3 closed out — a net gain of 5 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was Mariner, opening a new position worth an estimated $4.91M. The largest seller was Redwood Investment Management, cutting an estimated $18.6M.
- 25 institutional investors held LeaderShares AlphaFactor US Core Equity ETF (LSAF) as of Q4 2022, up from 21 in Q3 2022.
- Funds reported $108M of LeaderShares AlphaFactor US Core Equity ETF stock for Q4 2022, up 25% quarter-over-quarter.
- 8 funds opened new LeaderShares AlphaFactor US Core Equity ETF positions in Q4 2022 and 3 closed out, a net change of +5 holders.
- The largest LeaderShares AlphaFactor US Core Equity ETF buyer in Q4 2022 was Mariner, an estimated $4.91M added.
- The largest LeaderShares AlphaFactor US Core Equity ETF seller in Q4 2022 was Redwood Investment Management, an estimated $18.6M sold.
Based on aggregated 13F filings for Q4 2022.