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LeaderShares AlphaFactor US Core Equity ETF

26 hedge funds and large institutions have $122M invested in LeaderShares AlphaFactor US Core Equity ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% more ownership

Funds ownership: 91.96%92.18% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $132M → $122M (-$10.3M)

10% less funds holding

Funds holding: 2926 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

78% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 18

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
4
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$64.4M -$1.19M -28,802 -2%
LPL Financial
2
LPL Financial
California
$30.3M -$186K -4,504 -0.6%
Mariner
3
Mariner
Kansas
$5.57M -$106K -2,567 -2%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$3.65M -$100K -2,427 -3%
AWS
5
Atria Wealth Solutions
New York
$3.57M -$95.3K -2,309 -2%
PAG
6
Private Advisor Group
New Jersey
$3.43M -$304K -7,369 -8%
IWM
7
IHT Wealth Management
Illinois
$2.48M -$20.8K -505 -0.8%
GIA
8
Gladstone Institutional Advisory
Florida
$1.4M -$159K -3,857 -10%
GVAG
9
Great Valley Advisor Group
Delaware
$1.25M +$134K +3,254 +11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$867K +$124 +3 +0%
UBS Group
11
UBS Group
Switzerland
$858K +$216K +5,224 +32%
GLA
12
Good Life Advisors
Pennsylvania
$776K -$48.2K -1,167 -6%
CAS
13
Coppell Advisory Solutions
Texas
$684K -$77K -1,867 -10%
Goldman Sachs
14
Goldman Sachs
New York
$656K +$3.01K +73 +0.4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$619K -$276K -6,688 -30%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$585K -$243K -5,891 -28%
APW
17
Aurora Private Wealth
New Jersey
$396K -$38K -920 -8%
MW
18
Maia Wealth
Colorado
$294K -$9.53K -231 -3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$56.6K -$1.94K -47 -3%
CCM
20
Coldstream Capital Management
Washington
$27.8K +$29.1K +704 New
TAM
21
Tucker Asset Management
Colorado
$18.2K -$702 -17 -4%
AWM
22
AE Wealth Management
Kansas
$17.5K -$330 -8 -2%
IA
23
IFP Advisors
Florida
$12K
AG
24
AmeriFlex Group
Nevada
$8.29K
Osaic Holdings
25
Osaic Holdings
Arizona
$7.11K

LSAF Hedge Fund Activity: Q1 2025 in Review

26 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor US Core Equity ETF (LSAF) for Q1 2025, worth a combined $122M — down 7.8% from $132M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of LSAF and 1 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 4 added.

The largest buyer was UBS Group, adding an estimated $216K. The largest seller was Perennial Investment Advisors, exiting entirely with an estimated $3.23M sold.

  • 26 institutional investors held LeaderShares AlphaFactor US Core Equity ETF (LSAF) as of Q1 2025, down from 29 in Q4 2024.
  • Funds reported $122M of LeaderShares AlphaFactor US Core Equity ETF stock for Q1 2025, down 7.8% quarter-over-quarter.
  • 1 fund opened new LeaderShares AlphaFactor US Core Equity ETF positions in Q1 2025 and 4 closed out, a net change of -3 holders.
  • The largest LeaderShares AlphaFactor US Core Equity ETF buyer in Q1 2025 was UBS Group, an estimated $216K added.
  • The largest LeaderShares AlphaFactor US Core Equity ETF seller in Q1 2025 was Perennial Investment Advisors, an estimated $3.23M sold.

Based on aggregated 13F filings for Q1 2025.