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LeaderShares AlphaFactor Tactical Focused ETF

27 hedge funds and large institutions have $157M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
13
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$44.4M +$1.63M +48,771 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.7M +$1.1M +32,852 +4%
FD
3
Financial Designs
California
$26.2M -$604K -18,103 -2%
LPL Financial
4
LPL Financial
California
$20.4M +$2.57M +77,004 +14%
AAS
5
Avantax Advisory Services
Texas
$6.27M -$572K -17,127 -8%
Mariner
6
Mariner
Kansas
$5.98M +$339K +10,168 +6%
PIA
7
Perennial Investment Advisors
California
$5.98M -$38.4K -1,151 -0.6%
PAG
8
Private Advisor Group
New Jersey
$4.15M +$231K +6,924 +6%
AWS
9
Atria Wealth Solutions
New York
$3.42M -$18.9K -567 -0.6%
GIA
10
Gladstone Institutional Advisory
Florida
$1.94M +$29.9K +895 +2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.67M +$119K +3,579 +8%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.39M +$252K +7,547 +22%
IWM
13
IHT Wealth Management
Illinois
$1.28M +$69.9K +2,093 +6%
SS
14
Simplicity Solutions
Minnesota
$1M -$76.3K -2,285 -7%
BFG
15
Bleakley Financial Group
New Jersey
$1M -$76.3K -2,285 -7%
GLA
16
Good Life Advisors
Pennsylvania
$798K -$6.71K -201 -0.8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$767K +$767K +22,968 New
CAS
18
Coppell Advisory Solutions
Texas
$719K -$113K -3,416 -14%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$424K +$424K +12,705 New
Osaic Holdings
20
Osaic Holdings
Arizona
$417K +$7.64K +229 +2%
HI
21
Harbour Investments
Wisconsin
$405K +$32.1K +961 +9%
APW
22
Aurora Private Wealth
New Jersey
$395K +$36.9K +1,105 +10%
CA
23
Claro Advisors
Massachusetts
$379K -$1.57K -47 -0.4%
GRP
24
Global Retirement Partners
California
$228K -$134 -4 -0.1%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$85.5K +$85.5K +2,561 New