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LeaderShares AlphaFactor Tactical Focused ETF
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Overview Fund Activity

27 hedge funds and large institutions have $157M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
13
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$20.4M
2
RIM
Redwood Investment Management
Arizona
$44.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$767K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$424K

Top Sellers

1
FD
Financial Designs
California
$26.2M
2
AAS
Avantax Advisory Services
Texas
$6.27M
3
CAS
Coppell Advisory Solutions
Texas
$719K
4
SS
Simplicity Solutions
Minnesota
$1M
5
BFG
Bleakley Financial Group
New Jersey
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$11.8K – – –
UBS Group
27
UBS Group
Switzerland
$8.55K +$5.27K +158 +161%
Morgan Stanley
28
Morgan Stanley
New York
– -$52.1K -1,639 Closed
Wells Fargo
29
Wells Fargo
California
– -$26.6K -836 Closed
PTC
30
Private Trust Company
Ohio
– -$3.75K -118 Closed
Fidelity Investments
31
Fidelity Investments
Massachusetts
– -$32 -1 Closed
1
2