LeaderShares AlphaFactor US Core Equity ETF
LSAF
12 hedge funds and large institutions have $65.5M invested in LeaderShares AlphaFactor US Core Equity ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 9 → 12 (+3)
13% more capital invested
Capital invested by funds: $57.8M → $65.5M (+$7.73M)
2.06% more ownership
Funds ownership: 57.89% → 59.95% (+2.1%)
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
|
+$2.15M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.96M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.69M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.37M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$409K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIM
1
Redwood Investment Management
Scottsdale,
Arizona
| $31.8M | +$2.15M | +64,745 | +7% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $17.8M | +$1.37M | +41,050 | +8% |
|
|
AAS
3
Avantax Advisory Services
Dallas,
Texas
| $7.84M | +$1.96M | +59,010 | +32% |
|
|
PAG
4
Private Advisor Group
Morristown,
New Jersey
| $3.15M | +$1.69M | +50,799 | +107% |
|
5
LPL Financial
San Diego,
California
| $2.86M | +$372K | +11,178 | +14% |
|
|
6
Citadel Advisors
Miami,
Florida
| $706K | +$409K | +12,286 | +127% |
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $379K | +$392K | +11,779 | New |
|
8
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $335K | +$347K | +10,417 | New |
|
9
Principal Financial Group
Des Moines,
Iowa
| $325K | +$336K | +10,108 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $239K | +$117K | +3,511 | +89% |
|
11
Wells Fargo
San Francisco,
California
| $28K | +$6.85K | +206 | +31% |
|
12
UBS Group
Zurich,
Switzerland
| $9K | +$9.71K | +292 | New |
|
LSAF Hedge Fund Activity: Q3 2021 in Review
12 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor US Core Equity ETF (LSAF) for Q3 2021, worth a combined $65.5M — up 13% from $57.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LSAF positions and 0 closed out — a net gain of 4 holders — while 8 added to existing stakes and 0 trimmed.
The largest buyer was Redwood Investment Management, adding an estimated $2.15M.
- 12 institutional investors held LeaderShares AlphaFactor US Core Equity ETF (LSAF) as of Q3 2021, up from 9 in Q2 2021.
- Funds reported $65.5M of LeaderShares AlphaFactor US Core Equity ETF stock for Q3 2021, up 13% quarter-over-quarter.
- 4 funds opened new LeaderShares AlphaFactor US Core Equity ETF positions in Q3 2021 and 0 closed out, a net change of +4 holders.
- The largest LeaderShares AlphaFactor US Core Equity ETF buyer in Q3 2021 was Redwood Investment Management, an estimated $2.15M added.
Based on aggregated 13F filings for Q3 2021.