LeaderShares AlphaFactor Tactical Focused ETF
LSAT
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.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
29% more capital invested
Capital invested by funds: $113M → $145M (+$32.3M)
9.86% more ownership
Funds ownership: 69.39% → 79.26% (+9.9%)
7% more funds holding
Funds holding: 27 → 29 (+2)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$21.6M |
| 2 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
+$5.84M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.1M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.05M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$454K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFG
Ford Financial Group
Fresno,
California
|
-$5.57M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.22M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$411K |
| 4 |
SG
StoneX Group
New York
|
-$339K |
| 5 |
FD
Financial Designs
Claremont,
California
|
-$336K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $8.67K | +$11.4K | +353 | New |
|
|
PTC
27
Private Trust Company
Cleveland,
Ohio
| $3.75K | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $3.12K | -$1.4K | -43 | -30% |
|
29
Fidelity Investments
Boston,
Massachusetts
| $32 | +$32 | +1 | New |
|
|
FFG
30
Ford Financial Group
Fresno,
California
| – | -$5.57M | -180,195 | Closed |
|
|
31
Citadel Advisors
Miami,
Florida
| – | -$411K | -13,303 | Closed |
|
|
SG
32
StoneX Group
New York
| – | -$339K | -10,962 | Closed |
|
LSAT Hedge Fund Activity: Q1 2023 in Review
29 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor Tactical Focused ETF (LSAT) for Q1 2023, worth a combined $145M — up 29% from $113M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new LSAT positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 8 trimmed.
The largest buyer was Redwood Investment Management, adding an estimated $21.6M. The largest seller was Ford Financial Group, exiting entirely with an estimated $5.57M sold.
- 29 institutional investors held LeaderShares AlphaFactor Tactical Focused ETF (LSAT) as of Q1 2023, up from 27 in Q4 2022.
- Funds reported $145M of LeaderShares AlphaFactor Tactical Focused ETF stock for Q1 2023, up 29% quarter-over-quarter.
- 5 funds opened new LeaderShares AlphaFactor Tactical Focused ETF positions in Q1 2023 and 3 closed out, a net change of +2 holders.
- The largest LeaderShares AlphaFactor Tactical Focused ETF buyer in Q1 2023 was Redwood Investment Management, an estimated $21.6M added.
- The largest LeaderShares AlphaFactor Tactical Focused ETF seller in Q1 2023 was Ford Financial Group, an estimated $5.57M sold.
Based on aggregated 13F filings for Q1 2023.