LeaderShares AlphaFactor US Core Equity ETF
LSAF
9 hedge funds and large institutions have $57.8M invested in LeaderShares AlphaFactor US Core Equity ETF in 2021 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 0 reducing their positions, and 2 closing their positions.
34% more capital invested
Capital invested by funds: $43.2M → $57.8M (+$14.6M)
8.4% more ownership
Funds ownership: 49.49% → 57.89% (+8.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
18% less funds holding
Funds holding: 11 → 9 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$4.96M |
| 2 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$4.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.52M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$207K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$92.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$39K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIM
1
Redwood Investment Management
Scottsdale,
Arizona
| $30.2M | +$4.5M | +138,485 | +18% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $16.8M | +$2.52M | +77,644 | +18% |
|
|
AAS
3
Avantax Advisory Services
Dallas,
Texas
| $6.05M | +$4.96M | +152,806 | +473% |
|
4
LPL Financial
San Diego,
California
| $2.55M | +$50.7K | +1,562 | +2% |
|
|
PAG
5
Private Advisor Group
Morristown,
New Jersey
| $1.55M | +$207K | +6,366 | +16% |
|
|
6
Citadel Advisors
Miami,
Florida
| $317K | +$92.4K | +2,846 | +42% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $128K | +$46.6K | +1,436 | +58% |
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $91K | – | – | – |
|
9
Wells Fargo
San Francisco,
California
| $22K | +$12.5K | +384 | +139% |
|
|
10
JP Morgan Chase
New York
| – | -$39K | -1,245 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$10K | -309 | Closed |
|
LSAF Hedge Fund Activity: Q2 2021 in Review
9 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor US Core Equity ETF (LSAF) for Q2 2021, worth a combined $57.8M — up 34% from $43.2M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of LSAF and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 8 added.
The largest buyer was Avantax Advisory Services, adding an estimated $4.96M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $39K sold.
- 9 institutional investors held LeaderShares AlphaFactor US Core Equity ETF (LSAF) as of Q2 2021, down from 11 in Q1 2021.
- Funds reported $57.8M of LeaderShares AlphaFactor US Core Equity ETF stock for Q2 2021, up 34% quarter-over-quarter.
- 0 funds opened new LeaderShares AlphaFactor US Core Equity ETF positions in Q2 2021 and 2 closed out, a net change of -2 holders.
- The largest LeaderShares AlphaFactor US Core Equity ETF buyer in Q2 2021 was Avantax Advisory Services, an estimated $4.96M added.
- The largest LeaderShares AlphaFactor US Core Equity ETF seller in Q2 2021 was JP Morgan Chase, an estimated $39K sold.
Based on aggregated 13F filings for Q2 2021.