LeaderShares AlphaFactor Tactical Focused ETF
LSAT
32 hedge funds and large institutions have $103M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
3% more funds holding
Funds holding: 31 → 32 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.23% less ownership
Funds ownership: 92.61% → 92.39% (-0.23%)
12% less capital invested
Capital invested by funds: $118M → $103M (-$14.6M)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$746K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$628K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$355K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$102K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$87K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
-$7.13M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.74M |
| 3 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
-$773K |
| 4 |
Jane Street
New York
|
-$391K |
| 5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$251K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
26
Private Trust Company
Cleveland,
Ohio
| $33.6K | – | – | – |
|
|
CFP
27
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| $23.1K | +$24K | +574 | New |
|
|
AWM
28
AE Wealth Management
Topeka,
Kansas
| $17.5K | +$18.2K | +436 | New |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $14.2K | – | – | – |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $13.1K | +$9.87K | +236 | +262% |
|
|
AG
31
AmeriFlex Group
Las Vegas,
Nevada
| $9.1K | +$9.2K | +220 | New |
|
|
TAM
32
Tucker Asset Management
Littleton,
Colorado
| $8.52K | – | – | – |
|
|
33
Jane Street
New York
| – | -$391K | -9,375 | Closed |
|
|
AAS
34
Avantax Advisory Services
Dallas,
Texas
| – | -$237K | -5,687 | Closed |
|
35
Fidelity Investments
Boston,
Massachusetts
| – | -$209 | -5 | Closed |
|
LSAT Hedge Fund Activity: Q4 2024 in Review
32 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor Tactical Focused ETF (LSAT) for Q4 2024, worth a combined $103M — down 12% from $118M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LSAT positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 14 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $746K. The largest seller was Redwood Investment Management, cutting an estimated $7.13M.
- 32 institutional investors held LeaderShares AlphaFactor Tactical Focused ETF (LSAT) as of Q4 2024, up from 31 in Q3 2024.
- Funds reported $103M of LeaderShares AlphaFactor Tactical Focused ETF stock for Q4 2024, down 12% quarter-over-quarter.
- 4 funds opened new LeaderShares AlphaFactor Tactical Focused ETF positions in Q4 2024 and 3 closed out, a net change of +1 holder.
- The largest LeaderShares AlphaFactor Tactical Focused ETF buyer in Q4 2024 was Citadel Advisors, an estimated $746K added.
- The largest LeaderShares AlphaFactor Tactical Focused ETF seller in Q4 2024 was Redwood Investment Management, an estimated $7.13M sold.
Based on aggregated 13F filings for Q4 2024.