LeaderShares AlphaFactor US Core Equity ETF
LSAF
26 hedge funds and large institutions have $145M invested in LeaderShares AlphaFactor US Core Equity ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 3 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
6% more capital invested
Capital invested by funds: $136M → $145M (+$8.41M)
0.6% more ownership
Funds ownership: 86.45% → 87.04% (+0.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less funds holding
Funds holding: 28 → 26 (-2)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$1.27M |
| 2 |
LPL Financial
San Diego,
California
|
+$950K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$905K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$609K |
| 5 |
Goldman Sachs
New York
|
+$463K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FD
Financial Designs
Claremont,
California
|
-$706K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$510K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$442K |
| 4 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
-$104K |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$104K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $9.69K | – | – | – |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$442K | -14,524 | Closed |
|
|
PTC
28
Private Trust Company
Cleveland,
Ohio
| – | -$8K | -263 | Closed |
|
29
Fidelity Investments
Boston,
Massachusetts
| – | -$30 | -1 | Closed |
|
LSAF Hedge Fund Activity: Q2 2023 in Review
26 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor US Core Equity ETF (LSAF) for Q2 2023, worth a combined $145M — up 6.2% from $136M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of LSAF and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 16 added.
The largest buyer was Redwood Investment Management, adding an estimated $1.27M. The largest seller was Financial Designs, cutting an estimated $706K.
- 26 institutional investors held LeaderShares AlphaFactor US Core Equity ETF (LSAF) as of Q2 2023, down from 28 in Q1 2023.
- Funds reported $145M of LeaderShares AlphaFactor US Core Equity ETF stock for Q2 2023, up 6.2% quarter-over-quarter.
- 2 funds opened new LeaderShares AlphaFactor US Core Equity ETF positions in Q2 2023 and 3 closed out, a net change of -1 holder.
- The largest LeaderShares AlphaFactor US Core Equity ETF buyer in Q2 2023 was Redwood Investment Management, an estimated $1.27M added.
- The largest LeaderShares AlphaFactor US Core Equity ETF seller in Q2 2023 was Financial Designs, an estimated $706K sold.
Based on aggregated 13F filings for Q2 2023.