LeaderShares AlphaFactor US Core Equity ETF
LSAF
23 hedge funds and large institutions have $117M invested in LeaderShares AlphaFactor US Core Equity ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0% more funds holding
Funds holding: 23 → 23 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less capital invested
Capital invested by funds: $130M → $117M (-$13M)
14.7% less ownership
Funds ownership: 91.22% → 76.52% (-15%)
62% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$181K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$160K |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$118K |
| 4 |
LPL Financial
San Diego,
California
|
+$115K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$15.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
-$26.7M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$439K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$307K |
| 4 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
-$293K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$161K |
LSAF Hedge Fund Activity: Q1 2024 in Review
23 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor US Core Equity ETF (LSAF) for Q1 2024, worth a combined $117M — down 10% from $130M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LSAF positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 13 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $181K. The largest seller was Redwood Investment Management, cutting an estimated $26.7M.
- 23 institutional investors held LeaderShares AlphaFactor US Core Equity ETF (LSAF) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $117M of LeaderShares AlphaFactor US Core Equity ETF stock for Q1 2024, down 10% quarter-over-quarter.
- 3 funds opened new LeaderShares AlphaFactor US Core Equity ETF positions in Q1 2024 and 2 closed out, a net change of +1 holder.
- The largest LeaderShares AlphaFactor US Core Equity ETF buyer in Q1 2024 was UBS Group, an estimated $181K added.
- The largest LeaderShares AlphaFactor US Core Equity ETF seller in Q1 2024 was Redwood Investment Management, an estimated $26.7M sold.
Based on aggregated 13F filings for Q1 2024.