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LeaderShares AlphaFactor Tactical Focused ETF

24 hedge funds and large institutions have $123M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

0% more funds holding

Funds holding: 2424 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $127M → $123M (-$4.07M)

9.1% less ownership

Funds ownership: 90.61%81.51% (-9.1%)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
7
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
-$336K -9,603 Closed

LSAT Hedge Fund Activity: Q1 2024 in Review

24 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor Tactical Focused ETF (LSAT) for Q1 2024, worth a combined $123M — down 3.2% from $127M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new LSAT positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 13 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $797K. The largest seller was Redwood Investment Management, cutting an estimated $17.9M.

  • 24 institutional investors held LeaderShares AlphaFactor Tactical Focused ETF (LSAT) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $123M of LeaderShares AlphaFactor Tactical Focused ETF stock for Q1 2024, down 3.2% quarter-over-quarter.
  • 3 funds opened new LeaderShares AlphaFactor Tactical Focused ETF positions in Q1 2024 and 2 closed out, a net change of +1 holder.
  • The largest LeaderShares AlphaFactor Tactical Focused ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $797K added.
  • The largest LeaderShares AlphaFactor Tactical Focused ETF seller in Q1 2024 was Redwood Investment Management, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2024.