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LeaderShares AlphaFactor Tactical Focused ETF
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Overview Fund Activity

24 hedge funds and large institutions have $123M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
–
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
7
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$868K
2
LPL Financial
2
LPL Financial
California
$37.8M
3
IWM
3
IHT Wealth Management
Illinois
$2.86M
4
UBS Group
4
UBS Group
Switzerland
$156K
5
Mariner
5
Mariner
Kansas
$5.51M

Top Sellers

1
RIM
1
Redwood Investment Management
Arizona
$44.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
AWM
3
AE Wealth Management
Kansas
$0
4
PIA
4
Perennial Investment Advisors
California
$6.03M
5
AWS
5
Atria Wealth Solutions
New York
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$44.4M -$19.5M -502,065 -30%
LPL Financial
2
LPL Financial
California
$37.8M +$399K +10,283 +1%
PIA
3
Perennial Investment Advisors
California
$6.03M -$291K -7,506 -5%
SWM
4
Spire Wealth Management
Virginia
$5.73M -$97.1K -2,503 -2%
Mariner
5
Mariner
Kansas
$5.51M +$109K +2,819 +2%
PAG
6
Private Advisor Group
New Jersey
$4.92M +$27.7K +713 +0.6%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$3.12M -$136K -3,505 -4%
AWS
8
Atria Wealth Solutions
New York
$3.05M -$146K -3,767 -5%
IWM
9
IHT Wealth Management
Illinois
$2.86M +$172K +4,442 +6%
GIA
10
Gladstone Institutional Advisory
Florida
$1.89M -$114K -2,933 -6%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.57M -$97.3K -2,508 -6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$962K +$25.3K +651 +3%
GLA
13
Good Life Advisors
Pennsylvania
$903K -$16.6K -429 -2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$868K +$868K +22,372 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$826K -$5.98K -154 -0.7%
CASC
16
Coppell Advisory Solutions Corp
Texas
$775K +$775K +19,983 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$700K -$25K -643 -3%
APW
18
Aurora Private Wealth
New Jersey
$480K -$270 -7 -0.1%
HI
19
Harbour Investments
Wisconsin
$383K -$37.3K -960 -9%
Osaic Holdings
20
Osaic Holdings
Arizona
$355K -$139K -3,592 -28%
UBS Group
21
UBS Group
Switzerland
$156K +$134K +3,455 +603%
PTC
22
Private Trust Company
Ohio
$32.4K +$39 +1 +0.1%
IA
23
IFP Advisors
Florida
$13.7K – – –
TAM
24
Tucker Asset Management
Colorado
$6.87K +$6.87K +177 New
Citadel Advisors
25
Citadel Advisors
Florida
– -$735K -21,327 Closed
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