LeaderShares AlphaFactor US Core Equity ETF
LSAF
26 hedge funds and large institutions have $122M invested in LeaderShares AlphaFactor US Core Equity ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 18 reducing their positions, and 4 closing their positions.
0.22% more ownership
Funds ownership: 91.96% → 92.18% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $132M → $122M (-$10.3M)
10% less funds holding
Funds holding: 29 → 26 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
78% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$216K |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$134K |
| 3 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$29.1K |
| 4 |
Goldman Sachs
New York
|
+$3.01K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$124 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
-$3.23M |
| 2 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
-$1.19M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$694K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$544K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$304K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFP
26
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| $1.15K | -$44.4K | -1,077 | -97% |
|
|
PIA
27
Perennial Investment Advisors
Los Angeles,
California
| – | -$3.23M | -79,637 | Closed |
|
|
28
Citadel Advisors
Miami,
Florida
| – | -$694K | -17,135 | Closed |
|
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$544K | -13,433 | Closed |
|
|
WAP
30
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$219K | -5,405 | Closed |
|
LSAF Hedge Fund Activity: Q1 2025 in Review
26 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor US Core Equity ETF (LSAF) for Q1 2025, worth a combined $122M — down 7.8% from $132M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of LSAF and 1 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 4 added.
The largest buyer was UBS Group, adding an estimated $216K. The largest seller was Perennial Investment Advisors, exiting entirely with an estimated $3.23M sold.
- 26 institutional investors held LeaderShares AlphaFactor US Core Equity ETF (LSAF) as of Q1 2025, down from 29 in Q4 2024.
- Funds reported $122M of LeaderShares AlphaFactor US Core Equity ETF stock for Q1 2025, down 7.8% quarter-over-quarter.
- 1 fund opened new LeaderShares AlphaFactor US Core Equity ETF positions in Q1 2025 and 4 closed out, a net change of -3 holders.
- The largest LeaderShares AlphaFactor US Core Equity ETF buyer in Q1 2025 was UBS Group, an estimated $216K added.
- The largest LeaderShares AlphaFactor US Core Equity ETF seller in Q1 2025 was Perennial Investment Advisors, an estimated $3.23M sold.
Based on aggregated 13F filings for Q1 2025.