LeaderShares AlphaFactor US Core Equity ETF
LSAF
10 hedge funds and large institutions have $65.6M invested in LeaderShares AlphaFactor US Core Equity ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
133% more capital invested
Capital invested by funds: $28.1M → $65.6M (+$37.4M)
40.08% more ownership
Funds ownership: 46.47% → 86.55% (+40%)
25% more funds holding
Funds holding: 8 → 10 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$28.4M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$1.02M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$675K |
| 4 |
LPL Financial
San Diego,
California
|
+$251K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$48K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.37M |
| 2 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$112K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$54.6K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIM
1
Redwood Investment Management
Scottsdale,
Arizona
| $49.6M | +$28.4M | +1,295,249 | +158% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $10.8M | -$1.37M | -62,296 | -12% |
|
|
3
LPL Financial
San Diego,
California
| $1.96M | +$251K | +11,452 | +16% |
|
|
FI
4
FormulaFolio Investments
Grand Rapids,
Michigan
| $1.09M | +$1.02M | +46,464 | New |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $792K | +$39K | +1,778 | +6% |
|
|
PAG
6
Private Advisor Group
Morristown,
New Jersey
| $720K | +$675K | +30,749 | New |
|
|
PFS
7
Prospera Financial Services
Dallas,
Texas
| $287K | -$54.6K | -2,487 | -17% |
|
|
LA
8
LexAurum Advisors
Overland Park,
Kansas
| $201K | -$112K | -5,111 | -37% |
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $91K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $51K | +$48K | +2,189 | New |
|
|
ASN
11
Advisory Services Network
Atlanta,
Georgia
| – | -$1K | -50 | Closed |
|
LSAF Hedge Fund Activity: Q2 2020 in Review
10 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor US Core Equity ETF (LSAF) for Q2 2020, worth a combined $65.6M — up 133% from $28.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LSAF positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Redwood Investment Management, adding an estimated $28.4M. The largest seller was Envestnet Asset Management, cutting an estimated $1.37M.
- 10 institutional investors held LeaderShares AlphaFactor US Core Equity ETF (LSAF) as of Q2 2020, up from 8 in Q1 2020.
- Funds reported $65.6M of LeaderShares AlphaFactor US Core Equity ETF stock for Q2 2020, up 133% quarter-over-quarter.
- 3 funds opened new LeaderShares AlphaFactor US Core Equity ETF positions in Q2 2020 and 1 closed out, a net change of +2 holders.
- The largest LeaderShares AlphaFactor US Core Equity ETF buyer in Q2 2020 was Redwood Investment Management, an estimated $28.4M added.
- The largest LeaderShares AlphaFactor US Core Equity ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $1.37M sold.
Based on aggregated 13F filings for Q2 2020.