We are live on ! Find out more
LSAT icon

LeaderShares AlphaFactor Tactical Focused ETF

22 hedge funds and large institutions have $97.8M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

47% more funds holding

Funds holding: 1522 (+7)

17% more capital invested

Capital invested by funds: $83.9M → $97.8M (+$13.9M)

3.22% more ownership

Funds ownership: 61.16%64.38% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
22
Holders Change
+7
Holders Change %
+46.67%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
7
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$38.4M +$703K +20,217 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.8M +$1.92M +55,220 +9%
AAS
3
Avantax Advisory Services
Texas
$10.2M -$24.2K -697 -0.2%
PAG
4
Private Advisor Group
New Jersey
$6.63M +$4.6M +132,393 +222%
LPL Financial
5
LPL Financial
California
$5.19M +$778K +22,361 +17%
FFG
6
Ford Financial Group
California
$4.29M +$4.32M +124,287 New
CFG
7
Cooper Financial Group
California
$3.01M +$83.7K +2,407 +3%
GIA
8
Gladstone Institutional Advisory
Florida
$1.36M +$1.37M +39,518 New
AWS
9
Atria Wealth Solutions
New York
$1.16M +$1.16M +33,491 New
GLA
10
Good Life Advisors
Pennsylvania
$750K
IWM
11
IHT Wealth Management
Illinois
$538K +$542K +15,583 New
Jane Street
12
Jane Street
New York
$447K +$450K +12,951 New
SG
13
StoneX Group
New York
$375K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$370K +$1.32K +38 +0.4%
Osaic Holdings
15
Osaic Holdings
Arizona
$328K +$150K +4,308 +83%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$290K +$293K +8,413 New
APW
17
Aurora Private Wealth
New Jersey
$284K +$286K +8,217 New
LAM
18
LifePro Asset Management
California
$218K +$219K +6,303 New
GRP
19
Global Retirement Partners
California
$112K +$123K +3,542 New
Wells Fargo
20
Wells Fargo
California
$29K
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$15K
UBS Group
22
UBS Group
Switzerland
$12K -$11.3K -326 -48%
Principal Financial Group
23
Principal Financial Group
Iowa
-$382K -10,725 Closed

LSAT Hedge Fund Activity: Q1 2022 in Review

22 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor Tactical Focused ETF (LSAT) for Q1 2022, worth a combined $97.8M — up 17% from $83.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LSAT positions and 1 closed out — a net gain of 8 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $4.6M. The largest seller was Principal Financial Group, exiting entirely with an estimated $382K sold.

  • 22 institutional investors held LeaderShares AlphaFactor Tactical Focused ETF (LSAT) as of Q1 2022, up from 15 in Q4 2021.
  • Funds reported $97.8M of LeaderShares AlphaFactor Tactical Focused ETF stock for Q1 2022, up 17% quarter-over-quarter.
  • 9 funds opened new LeaderShares AlphaFactor Tactical Focused ETF positions in Q1 2022 and 1 closed out, a net change of +8 holders.
  • The largest LeaderShares AlphaFactor Tactical Focused ETF buyer in Q1 2022 was Private Advisor Group, an estimated $4.6M added.
  • The largest LeaderShares AlphaFactor Tactical Focused ETF seller in Q1 2022 was Principal Financial Group, an estimated $382K sold.

Based on aggregated 13F filings for Q1 2022.