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LeaderShares AlphaFactor US Core Equity ETF

29 hedge funds and large institutions have $132M invested in LeaderShares AlphaFactor US Core Equity ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2929 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.81% less ownership

Funds ownership: 92.77%91.96% (-0.81%)

10% less capital invested

Capital invested by funds: $148M → $132M (-$15.4M)

63% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 16

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
6
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$67.3M -$8.66M -205,191 -11%
LPL Financial
2
LPL Financial
California
$31.2M -$531K -12,578 -2%
Mariner
3
Mariner
Kansas
$5.82M -$188K -4,445 -3%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$3.84M -$212K -5,019 -5%
PAG
5
Private Advisor Group
New Jersey
$3.82M -$708K -16,761 -15%
AWS
6
Atria Wealth Solutions
New York
$3.76M -$208K -4,924 -5%
PIA
7
Perennial Investment Advisors
California
$3.23M -$2.54M -60,104 -43%
IWM
8
IHT Wealth Management
Illinois
$2.57M -$122K -2,878 -4%
GIA
9
Gladstone Institutional Advisory
Florida
$1.59M -$30.7K -726 -2%
GVAG
10
Great Valley Advisor Group
Delaware
$1.15M -$124K -2,930 -9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$906K -$215K -5,080 -19%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$889K +$2.32K +55 +0.3%
GLA
13
Good Life Advisors
Pennsylvania
$843K -$49.1K -1,163 -5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$839K +$45.6K +1,080 +6%
CAS
15
Coppell Advisory Solutions
Texas
$788K -$105K -2,477 -11%
Citadel Advisors
16
Citadel Advisors
Florida
$694K +$724K +17,135 New
Goldman Sachs
17
Goldman Sachs
New York
$670K +$51.9K +1,229 +8%
UBS Group
18
UBS Group
Switzerland
$668K +$646K +15,309 +1,297%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$544K +$567K +13,433 New
APW
20
Aurora Private Wealth
New Jersey
$443K +$380 +9 +0.1%
MW
21
Maia Wealth
Colorado
$342K -$25.3K -599 -7%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$219K -$174K -4,117 -43%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$59.9K -$14.1K -333 -18%
CFP
24
Comprehensive Financial Planning
Pennsylvania
$44.8K +$46.7K +1,106 New
TAM
25
Tucker Asset Management
Colorado
$19.4K

LSAF Hedge Fund Activity: Q4 2024 in Review

29 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor US Core Equity ETF (LSAF) for Q4 2024, worth a combined $132M — down 10% from $148M a quarter earlier.

Fund positioning in LSAF was balanced in Q4 2024: 5 funds opened new positions, 5 closed out, 6 added to existing stakes and 16 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $724K. The largest seller was Redwood Investment Management, cutting an estimated $8.66M.

  • 29 institutional investors held LeaderShares AlphaFactor US Core Equity ETF (LSAF) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $132M of LeaderShares AlphaFactor US Core Equity ETF stock for Q4 2024, down 10% quarter-over-quarter.
  • 5 funds opened new LeaderShares AlphaFactor US Core Equity ETF positions in Q4 2024 and 5 closed out, a net change of 0 holders.
  • The largest LeaderShares AlphaFactor US Core Equity ETF buyer in Q4 2024 was Citadel Advisors, an estimated $724K added.
  • The largest LeaderShares AlphaFactor US Core Equity ETF seller in Q4 2024 was Redwood Investment Management, an estimated $8.66M sold.

Based on aggregated 13F filings for Q4 2024.