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LeaderShares AlphaFactor US Core Equity ETF
LSAF

Overview Fund Activity

25 hedge funds and large institutions have $108M invested in LeaderShares AlphaFactor US Core Equity ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
11
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$4.91M
2
LPL Financial
2
LPL Financial
California
$12.4M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.8M
5
AWS
5
Atria Wealth Solutions
New York
$3.37M

Top Sellers

1
RIM
1
Redwood Investment Management
Arizona
$18M
2
AAS
2
Avantax Advisory Services
Texas
$7.01M
3
IWM
3
IHT Wealth Management
Illinois
$1.16M
4
Morgan Stanley
4
Morgan Stanley
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FD
1
Financial Designs
California
$24.3M +$24.3M +807,601 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.8M +$905K +30,083 +4%
RIM
3
Redwood Investment Management
Arizona
$18M -$18.6M -618,994 -51%
LPL Financial
4
LPL Financial
California
$12.4M +$2.35M +78,027 +23%
AAS
5
Avantax Advisory Services
Texas
$7.01M -$821K -27,283 -10%
Mariner
6
Mariner
Kansas
$4.91M +$4.91M +163,037 New
FFG
7
Ford Financial Group
California
$4.73M +$25.5K +848 +0.5%
AWS
8
Atria Wealth Solutions
New York
$3.37M +$560K +18,626 +20%
GIA
9
Gladstone Institutional Advisory
Florida
$1.62M +$27.8K +925 +2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.3M +$1.3M +43,047 New
IWM
11
IHT Wealth Management
Illinois
$1.16M -$58K -1,927 -5%
BFG
12
Bleakley Financial Group
New Jersey
$1.13M +$1.13M +37,515 New
CASC
13
Coppell Advisory Solutions Corp
Texas
$800K +$800K +26,570 New
CAS
14
Coppell Advisory Solutions
Texas
$800K +$800K +26,570 New
GLA
15
Good Life Advisors
Pennsylvania
$724K -$11K -366 -1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$534K +$4.25K +141 +0.8%
Osaic Holdings
17
Osaic Holdings
Arizona
$386K +$4.18K +139 +1%
Citadel Advisors
18
Citadel Advisors
Florida
$356K +$356K +11,821 New
SG
19
StoneX Group
New York
$310K +$5.6K +186 +2%
APW
20
Aurora Private Wealth
New Jersey
$300K +$8.61K +286 +3%
GRP
21
Global Retirement Partners
California
$179K +$88.3K +2,936 +97%
Wells Fargo
22
Wells Fargo
California
$19.9K – – –
UBS Group
23
UBS Group
Switzerland
$9.81K +$9.81K +326 New
PTC
24
Private Trust Company
Ohio
$8K – – –
PAG
25
Private Advisor Group
New Jersey
$2.82K +$779 +25,887 +38%
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