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LeaderShares AlphaFactor Tactical Focused ETF

29 hedge funds and large institutions have $145M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
5
Increased
13
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$40.7M +$21.2M +667,504 +109%
FD
2
Financial Designs
California
$25.6M -$329K -10,352 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.3M +$272K +8,553 +1%
LPL Financial
4
LPL Financial
California
$17M +$4.02M +126,446 +31%
AAS
5
Avantax Advisory Services
Texas
$6.52M -$1.19M -37,565 -15%
PIA
6
Perennial Investment Advisors
California
$5.73M +$5.73M +180,181 New
Mariner
7
Mariner
Kansas
$5.38M -$74K -2,327 -1%
PAG
8
Private Advisor Group
New Jersey
$3.73M +$445K +14,004 +14%
AWS
9
Atria Wealth Solutions
New York
$3.27M +$90.6K +2,849 +3%
GIA
10
Gladstone Institutional Advisory
Florida
$1.82M +$38.3K +1,203 +2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.47M +$6.74K +212 +0.5%
IWM
12
IHT Wealth Management
Illinois
$1.15M +$98.9K +3,109 +9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.08M +$436K +13,711 +68%
BFG
14
Bleakley Financial Group
New Jersey
$1.03M -$6.58K -207 -0.6%
SS
15
Simplicity Solutions
Minnesota
$1.03M +$1.03M +32,286 New
CAS
16
Coppell Advisory Solutions
Texas
$783K -$12.9K -413 -2%
CASC
17
Coppell Advisory Solutions Corp
Texas
$783K -$12.9K -413 -2%
GLA
18
Good Life Advisors
Pennsylvania
$767K -$9.64K -303 -1%
Osaic Holdings
19
Osaic Holdings
Arizona
$390K +$19.8K +622 +5%
CA
20
Claro Advisors
Massachusetts
$363K +$363K +11,407 New
HI
21
Harbour Investments
Wisconsin
$356K +$76.2K +2,397 +27%
APW
22
Aurora Private Wealth
New Jersey
$341K +$19.3K +605 +6%
GRP
23
Global Retirement Partners
California
$215K +$20.3K +649 +10%
Morgan Stanley
24
Morgan Stanley
New York
$52.1K
Wells Fargo
25
Wells Fargo
California
$26.6K