LeaderShares AlphaFactor US Core Equity ETF
LSAF
27 hedge funds and large institutions have $128M invested in LeaderShares AlphaFactor US Core Equity ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
17% more funds holding
Funds holding: 23 → 27 (+4)
15.26% more ownership
Funds ownership: 76.52% → 91.78% (+15%)
10% more capital invested
Capital invested by funds: $117M → $128M (+$11.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
69% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$18.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.02M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$1.08M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$843K |
| 5 |
SG
StoneX Group
New York
|
+$370K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.02M |
| 2 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
-$1.34M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$852K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$823K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$335K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $11.5K | – | – | – |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $3.67K | +$3.66K | +97 | New |
|
|
28
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$852K | -21,744 | Closed |
|
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$823K | -21,025 | Closed |
|
|
30
Osaic Holdings
Scottsdale,
Arizona
| – | -$335K | -8,550 | Closed |
|
LSAF Hedge Fund Activity: Q2 2024 in Review
27 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor US Core Equity ETF (LSAF) for Q2 2024, worth a combined $128M — up 9.8% from $117M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new LSAF positions and 3 closed out — a net gain of 5 holders — while 4 added to existing stakes and 13 trimmed.
The largest buyer was Redwood Investment Management, adding an estimated $18.9M. The largest seller was LPL Financial, cutting an estimated $4.02M.
- 27 institutional investors held LeaderShares AlphaFactor US Core Equity ETF (LSAF) as of Q2 2024, up from 23 in Q1 2024.
- Funds reported $128M of LeaderShares AlphaFactor US Core Equity ETF stock for Q2 2024, up 9.8% quarter-over-quarter.
- 8 funds opened new LeaderShares AlphaFactor US Core Equity ETF positions in Q2 2024 and 3 closed out, a net change of +5 holders.
- The largest LeaderShares AlphaFactor US Core Equity ETF buyer in Q2 2024 was Redwood Investment Management, an estimated $18.9M added.
- The largest LeaderShares AlphaFactor US Core Equity ETF seller in Q2 2024 was LPL Financial, an estimated $4.02M sold.
Based on aggregated 13F filings for Q2 2024.