LeaderShares AlphaFactor US Core Equity ETF
LSAF
29 hedge funds and large institutions have $148M invested in LeaderShares AlphaFactor US Core Equity ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
15% more capital invested
Capital invested by funds: $128M → $148M (+$19.4M)
7% more funds holding
Funds holding: 27 → 29 (+2)
0.99% more ownership
Funds ownership: 91.78% → 92.77% (+0.99%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$5.88M |
| 2 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
+$1.59M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$922K |
| 4 |
LPL Financial
San Diego,
California
|
+$437K |
| 5 |
MW
Maia Wealth
Denver,
Colorado
|
+$335K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.03M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$844K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$276K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$113K |
| 5 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$49.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| $41.5K | +$39.1K | +1,002 | New |
|
|
TAM
27
Tucker Asset Management
Littleton,
Colorado
| $19.8K | – | – | – |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $12.6K | – | – | – |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $5.59K | +$5.26K | +135 | New |
|
|
30
Wells Fargo
San Francisco,
California
| – | -$2.03M | -53,640 | Closed |
|
|
31
Citadel Advisors
Miami,
Florida
| – | -$844K | -22,348 | Closed |
|
|
CA
32
CoreCap Advisors
Southfield,
Michigan
| – | -$49.2K | -1,303 | Closed |
|
33
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3.67K | -97 | Closed |
|
LSAF Hedge Fund Activity: Q3 2024 in Review
29 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor US Core Equity ETF (LSAF) for Q3 2024, worth a combined $148M — up 15% from $128M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LSAF positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was Redwood Investment Management, adding an estimated $5.88M. The largest seller was Wells Fargo, exiting entirely with an estimated $2.03M sold.
- 29 institutional investors held LeaderShares AlphaFactor US Core Equity ETF (LSAF) as of Q3 2024, up from 27 in Q2 2024.
- Funds reported $148M of LeaderShares AlphaFactor US Core Equity ETF stock for Q3 2024, up 15% quarter-over-quarter.
- 6 funds opened new LeaderShares AlphaFactor US Core Equity ETF positions in Q3 2024 and 4 closed out, a net change of +2 holders.
- The largest LeaderShares AlphaFactor US Core Equity ETF buyer in Q3 2024 was Redwood Investment Management, an estimated $5.88M added.
- The largest LeaderShares AlphaFactor US Core Equity ETF seller in Q3 2024 was Wells Fargo, an estimated $2.03M sold.
Based on aggregated 13F filings for Q3 2024.