LeaderShares AlphaFactor Tactical Focused ETF
LSAT
28 hedge funds and large institutions have $175M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.
11% more capital invested
Capital invested by funds: $158M → $175M (+$17M)
9.45% more ownership
Funds ownership: 80.12% → 89.57% (+9.4%)
0% more funds holding
Funds holding: 28 → 28 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$39.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.85M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$273K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$140K |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$133K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$27.8M |
| 2 |
FD
Financial Designs
Claremont,
California
|
-$1.32M |
| 3 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
-$1M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$643K |
LSAT Hedge Fund Activity: Q3 2023 in Review
28 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor Tactical Focused ETF (LSAT) for Q3 2023, worth a combined $175M — up 11% from $158M a quarter earlier.
Fund positioning in LSAT was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 12 trimmed.
The largest buyer was Redwood Investment Management, adding an estimated $39.2M. The largest seller was Envestnet Asset Management, cutting an estimated $27.8M.
- 28 institutional investors held LeaderShares AlphaFactor Tactical Focused ETF (LSAT) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $175M of LeaderShares AlphaFactor Tactical Focused ETF stock for Q3 2023, up 11% quarter-over-quarter.
- 3 funds opened new LeaderShares AlphaFactor Tactical Focused ETF positions in Q3 2023 and 3 closed out, a net change of 0 holders.
- The largest LeaderShares AlphaFactor Tactical Focused ETF buyer in Q3 2023 was Redwood Investment Management, an estimated $39.2M added.
- The largest LeaderShares AlphaFactor Tactical Focused ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $27.8M sold.
Based on aggregated 13F filings for Q3 2023.