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LeaderShares AlphaFactor US Core Equity ETF

29 hedge funds and large institutions have $148M invested in LeaderShares AlphaFactor US Core Equity ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

15% more capital invested

Capital invested by funds: $128M → $148M (+$19.4M)

7% more funds holding

Funds holding: 2729 (+2)

0.99% more ownership

Funds ownership: 91.78%92.77% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
11
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$77.1M +$5.88M +150,695 +9%
LPL Financial
2
LPL Financial
California
$32.4M +$437K +11,203 +1%
Mariner
3
Mariner
Kansas
$6.12M +$922K +23,648 +19%
PIA
4
Perennial Investment Advisors
California
$5.78M +$1.59M +40,878 +41%
PAG
5
Private Advisor Group
New Jersey
$4.6M -$29.6K -758 -0.7%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$4.13M -$15.1K -386 -0.4%
AWS
7
Atria Wealth Solutions
New York
$4.04M -$12.8K -329 -0.3%
IWM
8
IHT Wealth Management
Illinois
$2.74M +$137K +3,509 +6%
GIA
9
Gladstone Institutional Advisory
Florida
$1.65M -$37.8K -969 -2%
GVAG
10
Great Valley Advisor Group
Delaware
$1.3M +$111K +2,856 +10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.13M +$200K +5,124 +23%
GLA
12
Good Life Advisors
Pennsylvania
$909K -$19.8K -509 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$906K +$25.6K +656 +3%
CAS
14
Coppell Advisory Solutions
Texas
$905K +$26.2K +672 +3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$812K -$276K -7,081 -27%
Goldman Sachs
16
Goldman Sachs
New York
$633K
APW
17
Aurora Private Wealth
New Jersey
$452K -$4.72K -121 -1%
SG
18
StoneX Group
New York
$419K +$12.1K +311 +3%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$394K
MW
20
Maia Wealth
Colorado
$357K +$335K +8,599 New
Jane Street
21
Jane Street
New York
$241K +$227K +5,816 New
AAS
22
Avantax Advisory Services
Texas
$238K +$225K +5,759 New
YWM
23
Yardley Wealth Management
Pennsylvania
$216K +$204K +5,219 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$75K +$12.3K +315 +21%
UBS Group
25
UBS Group
Switzerland
$48.8K -$113K -2,885 -71%

LSAF Hedge Fund Activity: Q3 2024 in Review

29 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor US Core Equity ETF (LSAF) for Q3 2024, worth a combined $148M — up 15% from $128M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new LSAF positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Redwood Investment Management, adding an estimated $5.88M. The largest seller was Wells Fargo, exiting entirely with an estimated $2.03M sold.

  • 29 institutional investors held LeaderShares AlphaFactor US Core Equity ETF (LSAF) as of Q3 2024, up from 27 in Q2 2024.
  • Funds reported $148M of LeaderShares AlphaFactor US Core Equity ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 6 funds opened new LeaderShares AlphaFactor US Core Equity ETF positions in Q3 2024 and 4 closed out, a net change of +2 holders.
  • The largest LeaderShares AlphaFactor US Core Equity ETF buyer in Q3 2024 was Redwood Investment Management, an estimated $5.88M added.
  • The largest LeaderShares AlphaFactor US Core Equity ETF seller in Q3 2024 was Wells Fargo, an estimated $2.03M sold.

Based on aggregated 13F filings for Q3 2024.