LeaderShares AlphaFactor Tactical Focused ETF
LSAT
29 hedge funds and large institutions have $130M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 16 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
21% more funds holding
Funds holding: 24 → 29 (+5)
9.08% more ownership
Funds ownership: 81.51% → 90.59% (+9.1%)
5% more capital invested
Capital invested by funds: $123M → $130M (+$6.71M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
75% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$10.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.38M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.22M |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$1.15M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$421K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.12M |
| 2 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
-$1.28M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$355K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$290K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$229K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $13.5K | – | – | – |
|
|
TAM
27
Tucker Asset Management
Littleton,
Colorado
| $8.12K | +$1.32K | +35 | +20% |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.42K | +$1.39K | +37 | New |
|
29
Fidelity Investments
Boston,
Massachusetts
| $77 | +$75 | +2 | New |
|
|
30
Osaic Holdings
Scottsdale,
Arizona
| – | -$355K | -9,158 | Closed |
|
LSAT Hedge Fund Activity: Q2 2024 in Review
29 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor Tactical Focused ETF (LSAT) for Q2 2024, worth a combined $130M — up 5.4% from $123M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LSAT positions and 1 closed out — a net gain of 6 holders — while 4 added to existing stakes and 16 trimmed.
The largest buyer was Redwood Investment Management, adding an estimated $10.2M. The largest seller was LPL Financial, cutting an estimated $4.12M.
- 29 institutional investors held LeaderShares AlphaFactor Tactical Focused ETF (LSAT) as of Q2 2024, up from 24 in Q1 2024.
- Funds reported $130M of LeaderShares AlphaFactor Tactical Focused ETF stock for Q2 2024, up 5.4% quarter-over-quarter.
- 7 funds opened new LeaderShares AlphaFactor Tactical Focused ETF positions in Q2 2024 and 1 closed out, a net change of +6 holders.
- The largest LeaderShares AlphaFactor Tactical Focused ETF buyer in Q2 2024 was Redwood Investment Management, an estimated $10.2M added.
- The largest LeaderShares AlphaFactor Tactical Focused ETF seller in Q2 2024 was LPL Financial, an estimated $4.12M sold.
Based on aggregated 13F filings for Q2 2024.