LeaderShares AlphaFactor Tactical Focused ETF
LSAT
27 hedge funds and large institutions have $113M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more funds holding
Funds holding: 24 → 27 (+3)
1% more capital invested
Capital invested by funds: $111M → $113M (+$1.17M)
0.76% less ownership
Funds ownership: 70.15% → 69.39% (-0.76%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$5.47M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.46M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.47M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.13M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$855K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
-$19.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$5.18M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$747K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$236K |
| 5 |
Jane Street
New York
|
-$234K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
26
Private Trust Company
Cleveland,
Ohio
| $4K | +$3.76K | +118 | New |
|
|
PAG
27
Private Advisor Group
Morristown,
New Jersey
| $3.19K | +$1.13M | +35,346 | +52% |
|
|
OMC
28
Old Mission Capital
Chicago,
Illinois
| – | -$236K | -7,334 | Closed |
|
|
29
Jane Street
New York
| – | -$234K | -7,275 | Closed |
|
LSAT Hedge Fund Activity: Q4 2022 in Review
27 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor Tactical Focused ETF (LSAT) for Q4 2022, worth a combined $113M — up 1.1% from $111M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LSAT positions and 3 closed out — a net gain of 4 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Mariner, opening a new position worth an estimated $5.47M. The largest seller was Redwood Investment Management, cutting an estimated $19.8M.
- 27 institutional investors held LeaderShares AlphaFactor Tactical Focused ETF (LSAT) as of Q4 2022, up from 24 in Q3 2022.
- Funds reported $113M of LeaderShares AlphaFactor Tactical Focused ETF stock for Q4 2022, up 1.1% quarter-over-quarter.
- 7 funds opened new LeaderShares AlphaFactor Tactical Focused ETF positions in Q4 2022 and 3 closed out, a net change of +4 holders.
- The largest LeaderShares AlphaFactor Tactical Focused ETF buyer in Q4 2022 was Mariner, an estimated $5.47M added.
- The largest LeaderShares AlphaFactor Tactical Focused ETF seller in Q4 2022 was Redwood Investment Management, an estimated $19.8M sold.
Based on aggregated 13F filings for Q4 2022.