LeaderShares AlphaFactor US Core Equity ETF
LSAF
8 hedge funds and large institutions have $51M invested in LeaderShares AlphaFactor US Core Equity ETF in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
88% more capital invested
Capital invested by funds: $27.1M → $51M (+$23.9M)
30.98% more ownership
Funds ownership: 45.38% → 76.36% (+31%)
14% more funds holding
Funds holding: 7 → 8 (+1)
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
|
+$21.8M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$361K |
| 3 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
+$344K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$176K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$148K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$823K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIM
1
Redwood Investment Management
Scottsdale,
Arizona
| $38.3M | +$21.8M | +902,026 | +143% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $10.8M | +$176K | +7,275 | +2% |
|
|
LTFS
3
Ladenburg Thalmann Financial Services
Miami,
Florida
| $882K | +$148K | +6,113 | +21% |
|
|
AWM
4
AE Wealth Management
Topeka,
Kansas
| $369K | +$361K | +14,915 | New |
|
|
LA
5
LexAurum Advisors
Overland Park,
Kansas
| $351K | +$344K | +14,207 | New |
|
|
PFS
6
Prospera Financial Services
Dallas,
Texas
| $259K | +$47.8K | +1,976 | +23% |
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $91K | – | – | – |
|
|
ASN
8
Advisory Services Network
Atlanta,
Georgia
| $1K | – | – | – |
|
|
9
Jane Street
New York
| – | -$823K | -34,526 | Closed |
|
LSAF Hedge Fund Activity: Q2 2019 in Review
8 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor US Core Equity ETF (LSAF) for Q2 2019, worth a combined $51M — up 88% from $27.1M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LSAF positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Redwood Investment Management, adding an estimated $21.8M. The largest seller was Jane Street, exiting entirely with an estimated $823K sold.
- 8 institutional investors held LeaderShares AlphaFactor US Core Equity ETF (LSAF) as of Q2 2019, up from 7 in Q1 2019.
- Funds reported $51M of LeaderShares AlphaFactor US Core Equity ETF stock for Q2 2019, up 88% quarter-over-quarter.
- 2 funds opened new LeaderShares AlphaFactor US Core Equity ETF positions in Q2 2019 and 1 closed out, a net change of +1 holder.
- The largest LeaderShares AlphaFactor US Core Equity ETF buyer in Q2 2019 was Redwood Investment Management, an estimated $21.8M added.
- The largest LeaderShares AlphaFactor US Core Equity ETF seller in Q2 2019 was Jane Street, an estimated $823K sold.
Based on aggregated 13F filings for Q2 2019.