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LeaderShares AlphaFactor Tactical Focused ETF
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Overview Fund Activity

29 hedge funds and large institutions have $145M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
5
Increased
13
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIM
Redwood Investment Management
Arizona
$40.7M
2
PIA
Perennial Investment Advisors
California
$5.73M
3
LPL Financial
LPL Financial
California
$17M
4
SS
Simplicity Solutions
Minnesota
$1.03M
5
PAG
Private Advisor Group
New Jersey
$3.73M

Top Sellers

1
FFG
Ford Financial Group
California
$0
2
AAS
Avantax Advisory Services
Texas
$6.52M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
SG
StoneX Group
New York
$0
5
FD
Financial Designs
California
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$8.67K +$8.67K +353 New
PTC
27
Private Trust Company
Ohio
$3.75K – – –
UBS Group
28
UBS Group
Switzerland
$3.12K -$1.37K -43 -30%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$32 +$32 +1 New
FFG
30
Ford Financial Group
California
– -$5.57M -180,195 Closed
Citadel Advisors
31
Citadel Advisors
Florida
– -$411K -13,303 Closed
SG
32
StoneX Group
New York
– -$339K -10,962 Closed
1
2