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LeaderShares AlphaFactor US Core Equity ETF

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.

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
5
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$47.6M -$28.9M -739,057 -38%
LPL Financial
2
LPL Financial
California
$34.4M +$125K +3,185 +0.4%
PIA
3
Perennial Investment Advisors
California
$5.26M -$318K -8,112 -6%
Mariner
4
Mariner
Kansas
$5.04M -$168K -4,297 -3%
PAG
5
Private Advisor Group
New Jersey
$4.35M +$8.42K +215 +0.2%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$3.97M -$89.1K -2,275 -2%
AWS
7
Atria Wealth Solutions
New York
$3.84M -$128K -3,273 -3%
IWM
8
IHT Wealth Management
Illinois
$2.54M +$128K +3,275 +5%
GIA
9
Gladstone Institutional Advisory
Florida
$1.72M -$156K -3,987 -8%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.34M -$156K -3,979 -10%
GLA
11
Good Life Advisors
Pennsylvania
$910K -$25.3K -645 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$893K -$26.3K -671 -3%
CASC
13
Coppell Advisory Solutions Corp
Texas
$878K +$878K +22,419 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$852K -$106K -2,713 -11%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$838K +$16.7K +425 +2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$823K +$173K +4,423 +27%
Goldman Sachs
17
Goldman Sachs
New York
$599K
APW
18
Aurora Private Wealth
New Jersey
$454K -$584 -15 -0.1%
Osaic Holdings
19
Osaic Holdings
Arizona
$335K -$175K -4,465 -34%
UBS Group
20
UBS Group
Switzerland
$196K +$196K +5,004 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$38.8K -$101K -2,584 -72%
TAM
22
Tucker Asset Management
Colorado
$15.2K +$15.2K +388 New
IA
23
IFP Advisors
Florida
$11.9K
AWM
24
AE Wealth Management
Kansas
-$439K -12,552 Closed
Citadel Advisors
25
Citadel Advisors
Florida
-$307K -8,923 Closed