LeaderShares AlphaFactor Tactical Focused ETF
LSAT
32 hedge funds and large institutions have $96.3M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 32 → 32 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
2.69% less ownership
Funds ownership: 92.39% → 89.7% (-2.7%)
7% less capital invested
Capital invested by funds: $103M → $96.3M (-$6.93M)
68% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$966K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$125K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$111K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$98.8K |
| 5 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$33.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
-$2.12M |
| 2 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
-$2.01M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.74M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$717K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$252K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
AE Wealth Management
Topeka,
Kansas
| $17.2K | -$242 | -6 | -1% |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $14.2K | – | – | – |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $13.1K | – | – | – |
|
|
AG
29
AmeriFlex Group
Las Vegas,
Nevada
| $8.82K | – | – | – |
|
|
TAM
30
Tucker Asset Management
Littleton,
Colorado
| $7.94K | -$565 | -14 | -7% |
|
|
KWM
31
Kiker Wealth Management
Jasper,
Georgia
| $5.49K | +$5.53K | +137 | New |
|
|
CFP
32
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| $881 | -$22.3K | -552 | -96% |
|
|
PIA
33
Perennial Investment Advisors
Los Angeles,
California
| – | -$2.12M | -52,642 | Closed |
|
|
34
Citadel Advisors
Miami,
Florida
| – | -$717K | -17,841 | Closed |
|
|
WAP
35
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$252K | -6,276 | Closed |
|
|
PTC
36
Private Trust Company
Cleveland,
Ohio
| – | -$33.6K | -836 | Closed |
|
LSAT Hedge Fund Activity: Q1 2025 in Review
32 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor Tactical Focused ETF (LSAT) for Q1 2025, worth a combined $96.3M — down 6.7% from $103M a quarter earlier.
Fund positioning in LSAT was balanced in Q1 2025: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 19 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $966K. The largest seller was Perennial Investment Advisors, exiting entirely with an estimated $2.12M sold.
- 32 institutional investors held LeaderShares AlphaFactor Tactical Focused ETF (LSAT) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $96.3M of LeaderShares AlphaFactor Tactical Focused ETF stock for Q1 2025, down 6.7% quarter-over-quarter.
- 4 funds opened new LeaderShares AlphaFactor Tactical Focused ETF positions in Q1 2025 and 4 closed out, a net change of 0 holders.
- The largest LeaderShares AlphaFactor Tactical Focused ETF buyer in Q1 2025 was Cetera Investment Advisers, an estimated $966K added.
- The largest LeaderShares AlphaFactor Tactical Focused ETF seller in Q1 2025 was Perennial Investment Advisors, an estimated $2.12M sold.
Based on aggregated 13F filings for Q1 2025.