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LeaderShares AlphaFactor Tactical Focused ETF
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Overview Fund Activity

27 hedge funds and large institutions have $113M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
7
Increased
11
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$5.29M
2
LPL Financial
2
LPL Financial
California
$12.6M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.43M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$24.3M
5
AWS
5
Atria Wealth Solutions
New York
$3.09M

Top Sellers

1
RIM
1
Redwood Investment Management
Arizona
$19M
2
Citadel Advisors
2
Citadel Advisors
Florida
$411K
3
AAS
3
Avantax Advisory Services
Texas
$7.49M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FD
1
Financial Designs
California
$25.2M +$25.2M +814,828 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.3M +$828K +26,811 +4%
RIM
3
Redwood Investment Management
Arizona
$19M -$19.2M -622,355 -50%
LPL Financial
4
LPL Financial
California
$12.6M +$2.38M +77,042 +23%
AAS
5
Avantax Advisory Services
Texas
$7.49M -$723K -23,419 -9%
FFG
6
Ford Financial Group
California
$5.57M +$112K +3,610 +2%
Mariner
7
Mariner
Kansas
$5.29M +$5.29M +171,393 New
AWS
8
Atria Wealth Solutions
New York
$3.09M +$402K +13,019 +15%
GIA
9
Gladstone Institutional Advisory
Florida
$1.73M +$108K +3,505 +7%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.43M +$1.43M +46,153 New
IWM
11
IHT Wealth Management
Illinois
$1.03M -$41.4K -1,341 -4%
BFG
12
Bleakley Financial Group
New Jersey
$1M +$1M +32,493 New
CAS
13
Coppell Advisory Solutions
Texas
$788K +$788K +25,497 New
CASC
14
Coppell Advisory Solutions Corp
Texas
$788K +$788K +25,497 New
GLA
15
Good Life Advisors
Pennsylvania
$754K +$33.8K +1,093 +5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$626K +$31.5K +1,021 +5%
Citadel Advisors
17
Citadel Advisors
Florida
$411K -$5.02M -162,381 -92%
Osaic Holdings
18
Osaic Holdings
Arizona
$358K -$9.6K -312 -3%
SG
19
StoneX Group
New York
$339K -$1.58K -51 -0.5%
APW
20
Aurora Private Wealth
New Jersey
$312K +$5.28K +171 +2%
HI
21
Harbour Investments
Wisconsin
$271K +$122K +3,961 +82%
GRP
22
Global Retirement Partners
California
$192K +$108K +3,496 +129%
Morgan Stanley
23
Morgan Stanley
New York
$50.6K – – –
Wells Fargo
24
Wells Fargo
California
$25.8K – – –
UBS Group
25
UBS Group
Switzerland
$4.36K -$54.6K -1,768 -93%
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