LeaderShares AlphaFactor Tactical Focused ETF
LSAT
11 hedge funds and large institutions have $67.9M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 0 reducing their positions, and 0 closing their positions.
37% more capital invested
Capital invested by funds: $49.7M → $67.9M (+$18.2M)
22% more funds holding
Funds holding: 9 → 11 (+2)
8.44% more ownership
Funds ownership: 55.81% → 64.25% (+8.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$6.32M |
| 2 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$4.75M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.61M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$576K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$370K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIM
1
Redwood Investment Management
Scottsdale,
Arizona
| $32.5M | +$4.75M | +138,466 | +17% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $17.5M | +$2.61M | +76,031 | +18% |
|
|
AAS
3
Avantax Advisory Services
Dallas,
Texas
| $7.51M | +$6.32M | +184,159 | +563% |
|
|
HI
4
Harbour Investments
Madison,
Wisconsin
| $5.58M | +$370K | +10,771 | +7% |
|
5
LPL Financial
San Diego,
California
| $2.47M | +$127K | +3,708 | +5% |
|
|
PAG
6
Private Advisor Group
Morristown,
New Jersey
| $1.52M | +$152K | +4,418 | +11% |
|
|
7
Citadel Advisors
Miami,
Florida
| $581K | +$576K | +16,770 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $133K | +$35.6K | +1,038 | +37% |
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $66K | – | – | – |
|
10
Wells Fargo
San Francisco,
California
| $29K | +$16.1K | +470 | +128% |
|
11
UBS Group
Zurich,
Switzerland
| $6K | +$5.7K | +166 | New |
|
LSAT Hedge Fund Activity: Q2 2021 in Review
11 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor Tactical Focused ETF (LSAT) for Q2 2021, worth a combined $67.9M — up 37% from $49.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LSAT positions and 0 closed out — a net gain of 2 holders — while 8 added to existing stakes and 0 trimmed.
The largest buyer was Avantax Advisory Services, adding an estimated $6.32M.
- 11 institutional investors held LeaderShares AlphaFactor Tactical Focused ETF (LSAT) as of Q2 2021, up from 9 in Q1 2021.
- Funds reported $67.9M of LeaderShares AlphaFactor Tactical Focused ETF stock for Q2 2021, up 37% quarter-over-quarter.
- 2 funds opened new LeaderShares AlphaFactor Tactical Focused ETF positions in Q2 2021 and 0 closed out, a net change of +2 holders.
- The largest LeaderShares AlphaFactor Tactical Focused ETF buyer in Q2 2021 was Avantax Advisory Services, an estimated $6.32M added.
Based on aggregated 13F filings for Q2 2021.