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LeaderShares AlphaFactor US Core Equity ETF

28 hedge funds and large institutions have $136M invested in LeaderShares AlphaFactor US Core Equity ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
10
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$37.8M +$19.6M +642,976 +107%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.3M +$244K +8,028 +1%
FD
3
Financial Designs
California
$24.2M -$378K -12,421 -2%
LPL Financial
4
LPL Financial
California
$16.4M +$3.83M +125,797 +30%
AAS
5
Avantax Advisory Services
Texas
$6.01M -$1.08M -35,464 -15%
Mariner
6
Mariner
Kansas
$4.81M -$149K -4,881 -3%
PIA
7
Perennial Investment Advisors
California
$4.78M +$4.78M +157,217 New
AWS
8
Atria Wealth Solutions
New York
$3.53M +$117K +3,853 +3%
PAG
9
Private Advisor Group
New Jersey
$3.2M +$344K +11,303 +12%
GIA
10
Gladstone Institutional Advisory
Florida
$1.56M -$82.5K -2,713 -5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.32M +$11.1K +366 +0.9%
IWM
12
IHT Wealth Management
Illinois
$1.29M +$112K +3,675 +10%
BFG
13
Bleakley Financial Group
New Jersey
$1.1M -$41.9K -1,377 -4%
SS
14
Simplicity Solutions
Minnesota
$1.1M +$1.1M +36,138 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$912K +$372K +12,231 +69%
CAS
16
Coppell Advisory Solutions
Texas
$785K -$11K -367 -1%
CASC
17
Coppell Advisory Solutions Corp
Texas
$785K -$11K -367 -1%
GLA
18
Good Life Advisors
Pennsylvania
$722K -$9.19K -302 -1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$442K +$442K +14,524 New
Osaic Holdings
20
Osaic Holdings
Arizona
$376K -$15.1K -495 -4%
CA
21
Claro Advisors
Massachusetts
$318K +$318K +10,455 New
APW
22
Aurora Private Wealth
New Jersey
$316K +$12.5K +410 +4%
GRP
23
Global Retirement Partners
California
$197K +$20.7K +699 +12%
Wells Fargo
24
Wells Fargo
California
$20.1K
UBS Group
25
UBS Group
Switzerland
$8.28K -$1.64K -54 -17%