LeaderShares AlphaFactor US Core Equity ETF
LSAF
28 hedge funds and large institutions have $136M invested in LeaderShares AlphaFactor US Core Equity ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
26% more capital invested
Capital invested by funds: $108M → $136M (+$28M)
12% more funds holding
Funds holding: 25 → 28 (+3)
11.94% more ownership
Funds ownership: 74.5% → 86.45% (+12%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$20M |
| 2 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
+$4.89M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.91M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.12M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$452K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFG
Ford Financial Group
Fresno,
California
|
-$4.73M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.1M |
| 3 |
FD
Financial Designs
Claremont,
California
|
-$386K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$356K |
| 5 |
SG
StoneX Group
New York
|
-$310K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
26
Private Trust Company
Cleveland,
Ohio
| $8K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $7.65K | +$9.49K | +305 | New |
|
28
Fidelity Investments
Boston,
Massachusetts
| $30 | +$31 | +1 | New |
|
|
FFG
29
Ford Financial Group
Fresno,
California
| – | -$4.73M | -157,344 | Closed |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$356K | -11,821 | Closed |
|
|
SG
31
StoneX Group
New York
| – | -$310K | -10,316 | Closed |
|
LSAF Hedge Fund Activity: Q1 2023 in Review
28 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor US Core Equity ETF (LSAF) for Q1 2023, worth a combined $136M — up 26% from $108M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LSAF positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Redwood Investment Management, adding an estimated $20M. The largest seller was Ford Financial Group, exiting entirely with an estimated $4.73M sold.
- 28 institutional investors held LeaderShares AlphaFactor US Core Equity ETF (LSAF) as of Q1 2023, up from 25 in Q4 2022.
- Funds reported $136M of LeaderShares AlphaFactor US Core Equity ETF stock for Q1 2023, up 26% quarter-over-quarter.
- 6 funds opened new LeaderShares AlphaFactor US Core Equity ETF positions in Q1 2023 and 3 closed out, a net change of +3 holders.
- The largest LeaderShares AlphaFactor US Core Equity ETF buyer in Q1 2023 was Redwood Investment Management, an estimated $20M added.
- The largest LeaderShares AlphaFactor US Core Equity ETF seller in Q1 2023 was Ford Financial Group, an estimated $4.73M sold.
Based on aggregated 13F filings for Q1 2023.