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LeaderShares AlphaFactor Tactical Focused ETF

27 hedge funds and large institutions have $174M 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, 11 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
Holders Change %
0%
% 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
12
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$82.4M +$37.8M +1,130,501 +85%
LPL Financial
2
LPL Financial
California
$27.1M +$6.62M +197,725 +32%
FD
3
Financial Designs
California
$25.1M -$1.28M -38,151 -5%
PIA
4
Perennial Investment Advisors
California
$5.87M -$128K -3,819 -2%
AAS
5
Avantax Advisory Services
Texas
$5.67M -$622K -18,573 -10%
Mariner
6
Mariner
Kansas
$5.67M -$334K -9,982 -6%
PAG
7
Private Advisor Group
New Jersey
$4.07M -$87.3K -2,608 -2%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$3.26M +$3.26M +97,361 New
AWS
9
Atria Wealth Solutions
New York
$3.19M -$238K -7,113 -7%
GIA
10
Gladstone Institutional Advisory
Florida
$1.82M -$124K -3,705 -6%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.57M -$97.9K -2,924 -6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.46M +$64.3K +1,920 +5%
IWM
13
IHT Wealth Management
Illinois
$1.3M +$12.8K +382 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$885K -$26.8M -801,900 -97%
GLA
15
Good Life Advisors
Pennsylvania
$803K +$2.18K +65 +0.3%
CAS
16
Coppell Advisory Solutions
Texas
$788K +$118K +3,829 +18%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$784K +$14.7K +438 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$553K +$135K +4,028 +32%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$473K +$47.5K +1,418 +11%
APW
20
Aurora Private Wealth
New Jersey
$451K +$54.8K +1,636 +14%
HI
21
Harbour Investments
Wisconsin
$370K -$36K -1,075 -9%
CA
22
Claro Advisors
Massachusetts
$318K -$62.4K -1,863 -16%
Citadel Advisors
23
Citadel Advisors
Florida
$264K +$264K +7,888 New
GRP
24
Global Retirement Partners
California
$258K +$33.7K +1,032 +15%
UBS Group
25
UBS Group
Switzerland
$60.1K +$51.6K +1,540 +602%