LeaderShares AlphaFactor Tactical Focused ETF
LSAT
27 hedge funds and large institutions have $174M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 3 closing their positions.
11% more capital invested
Capital invested by funds: $157M → $174M (+$17M)
9.46% more ownership
Funds ownership: 79.91% → 89.38% (+9.5%)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
0% more funds holding
Funds holding: 27 → 27 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$39.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.85M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$273K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$140K |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$133K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$27.8M |
| 2 |
FD
Financial Designs
Claremont,
California
|
-$1.32M |
| 3 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
-$1M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$643K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $11.8K | – | – | – |
|
27
Bank of America
Charlotte,
North Carolina
| $6.13K | +$6.34K | +183 | New |
|
|
BFG
28
Bleakley Financial Group
Fairfield,
New Jersey
| – | -$1M | -30,001 | Closed |
|
|
SS
29
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$1M | -30,001 | Closed |
|
30
JP Morgan Chase
New York
| – | -$85.5K | -2,561 | Closed |
|
LSAT Hedge Fund Activity: Q3 2023 in Review
27 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor Tactical Focused ETF (LSAT) for Q3 2023, worth a combined $174M — up 11% from $157M a quarter earlier.
Fund positioning in LSAT was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 11 trimmed.
The largest buyer was Redwood Investment Management, adding an estimated $39.2M. The largest seller was Envestnet Asset Management, cutting an estimated $27.8M.
- 27 institutional investors held LeaderShares AlphaFactor Tactical Focused ETF (LSAT) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $174M of LeaderShares AlphaFactor Tactical Focused ETF stock for Q3 2023, up 11% quarter-over-quarter.
- 3 funds opened new LeaderShares AlphaFactor Tactical Focused ETF positions in Q3 2023 and 3 closed out, a net change of 0 holders.
- The largest LeaderShares AlphaFactor Tactical Focused ETF buyer in Q3 2023 was Redwood Investment Management, an estimated $39.2M added.
- The largest LeaderShares AlphaFactor Tactical Focused ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $27.8M sold.
Based on aggregated 13F filings for Q3 2023.