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LeaderShares AlphaFactor Tactical Focused ETF
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Overview Fund Activity

31 hedge funds and large institutions have $118M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
3
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$391K
2
AAS
Avantax Advisory Services
Texas
$237K
3
MW
Maia Wealth
Colorado
$225K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$947K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.42M

Top Sellers

1
LPL Financial
LPL Financial
California
$28.8M
2
RIM
Redwood Investment Management
Arizona
$51.8M
3
Wells Fargo
Wells Fargo
California
$0
4
PIA
Perennial Investment Advisors
California
$2.97M
5
Mariner
Mariner
Kansas
$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$63.8K -$12.3K -294 -16%
PTC
27
Private Trust Company
Ohio
$34.9K – – –
IA
28
IFP Advisors
Florida
$14.7K – – –
TAM
29
Tucker Asset Management
Colorado
$8.85K – – –
Osaic Holdings
30
Osaic Holdings
Arizona
$3.76K +$3.76K +90 New
Fidelity Investments
31
Fidelity Investments
Massachusetts
$209 +$125 +3 +150%
Wells Fargo
32
Wells Fargo
California
– -$2.42M -63,199 Closed
CA
33
CoreCap Advisors
Michigan
– -$59.5K -1,555 Closed
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
– -$1.42K -37 Closed
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