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LeaderShares AlphaFactor US Core Equity ETF

22 hedge funds and large institutions have $85.2M invested in LeaderShares AlphaFactor US Core Equity ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 1

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

47% more funds holding

Funds holding: 1522 (+7)

7% more capital invested

Capital invested by funds: $79.2M → $85.2M (+$5.93M)

1.77% more ownership

Funds ownership: 59.98%61.75% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
22
Holders Change
+7
Holders Change %
+46.67%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
10
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$34.7M +$763K +23,042 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22M +$1.81M +54,652 +9%
AAS
3
Avantax Advisory Services
Texas
$8.26M +$149K +4,490 +2%
LPL Financial
4
LPL Financial
California
$5.3M +$881K +26,608 +19%
FFG
5
Ford Financial Group
California
$3.45M +$3.52M +106,432 New
CFG
6
Cooper Financial Group
California
$2.96M +$113K +3,399 +4%
PAG
7
Private Advisor Group
New Jersey
$2.8M +$456K +13,778 +19%
GIA
8
Gladstone Institutional Advisory
Florida
$1.26M +$1.29M +38,901 New
AWS
9
Atria Wealth Solutions
New York
$999K +$1.02M +30,781 New
GLA
10
Good Life Advisors
Pennsylvania
$736K +$66 +2 +0%
IWM
11
IHT Wealth Management
Illinois
$653K +$666K +20,102 New
Citadel Advisors
12
Citadel Advisors
Florida
$466K +$475K +14,348 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$359K +$8.01K +242 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$335K +$125K +3,788 +58%
SG
15
StoneX Group
New York
$330K
APW
16
Aurora Private Wealth
New Jersey
$258K +$263K +7,952 New
GRP
17
Global Retirement Partners
California
$89K +$99K +2,990 New
PFS
18
Prospera Financial Services
Texas
$71K +$72K +2,176 New
UBS Group
19
UBS Group
Switzerland
$42K +$42.6K +1,287 +14,300%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$24K -$17K -513 -41%
Wells Fargo
21
Wells Fargo
California
$21K
SFA
22
Semmax Financial Advisors
North Carolina
$6K +$6.36K +192 New
Principal Financial Group
23
Principal Financial Group
Iowa
-$353K -10,079 Closed

LSAF Hedge Fund Activity: Q1 2022 in Review

22 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor US Core Equity ETF (LSAF) for Q1 2022, worth a combined $85.2M — up 7.5% from $79.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LSAF positions and 1 closed out — a net gain of 8 holders — while 10 added to existing stakes and 1 trimmed.

The largest buyer was Ford Financial Group, opening a new position worth an estimated $3.52M. The largest seller was Principal Financial Group, exiting entirely with an estimated $353K sold.

  • 22 institutional investors held LeaderShares AlphaFactor US Core Equity ETF (LSAF) as of Q1 2022, up from 15 in Q4 2021.
  • Funds reported $85.2M of LeaderShares AlphaFactor US Core Equity ETF stock for Q1 2022, up 7.5% quarter-over-quarter.
  • 9 funds opened new LeaderShares AlphaFactor US Core Equity ETF positions in Q1 2022 and 1 closed out, a net change of +8 holders.
  • The largest LeaderShares AlphaFactor US Core Equity ETF buyer in Q1 2022 was Ford Financial Group, an estimated $3.52M added.
  • The largest LeaderShares AlphaFactor US Core Equity ETF seller in Q1 2022 was Principal Financial Group, an estimated $353K sold.

Based on aggregated 13F filings for Q1 2022.