LeaderShares AlphaFactor Tactical Focused ETF
LSAT
29 hedge funds and large institutions have $87.1M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 20 reducing their positions, and 4 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.69% less ownership
Funds ownership: 89.7% → 89% (-0.69%)
9% less funds holding
Funds holding: 32 → 29 (-3)
10% less capital invested
Capital invested by funds: $96.3M → $87.1M (-$9.25M)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
85% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$674K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$630K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$559K |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$467 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$1.82M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.65M |
| 3 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
-$1.25M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$1.19M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$1.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $12.9K | – | – | – |
|
|
AG
27
AmeriFlex Group
Las Vegas,
Nevada
| $8.66K | – | – | – |
|
|
CFP
28
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| $871 | – | – | – |
|
|
AWM
29
AE Wealth Management
Topeka,
Kansas
| $30 | -$16.7K | -429 | -100% |
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$330K | -8,240 | Closed |
|
|
CCM
31
Coldstream Capital Management
Bellevue,
Washington
| – | -$33.7K | -840 | Closed |
|
|
TAM
32
Tucker Asset Management
Littleton,
Colorado
| – | -$7.94K | -198 | Closed |
|
|
KWM
33
Kiker Wealth Management
Jasper,
Georgia
| – | -$5.49K | -137 | Closed |
|
LSAT Hedge Fund Activity: Q2 2025 in Review
29 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor Tactical Focused ETF (LSAT) for Q2 2025, worth a combined $87.1M — down 9.6% from $96.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of LSAT and 1 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 3 added.
The largest buyer was UBS Group, adding an estimated $674K. The largest seller was Spire Wealth Management, cutting an estimated $1.82M.
- 29 institutional investors held LeaderShares AlphaFactor Tactical Focused ETF (LSAT) as of Q2 2025, down from 32 in Q1 2025.
- Funds reported $87.1M of LeaderShares AlphaFactor Tactical Focused ETF stock for Q2 2025, down 9.6% quarter-over-quarter.
- 1 fund opened new LeaderShares AlphaFactor Tactical Focused ETF positions in Q2 2025 and 4 closed out, a net change of -3 holders.
- The largest LeaderShares AlphaFactor Tactical Focused ETF buyer in Q2 2025 was UBS Group, an estimated $674K added.
- The largest LeaderShares AlphaFactor Tactical Focused ETF seller in Q2 2025 was Spire Wealth Management, an estimated $1.82M sold.
Based on aggregated 13F filings for Q2 2025.