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LeaderShares AlphaFactor Tactical Focused ETF
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Overview Fund Activity

29 hedge funds and large institutions have $130M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
4
Reduced
16
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIM
1
Redwood Investment Management
Arizona
$54.2M
2
Wells Fargo
2
Wells Fargo
California
$2.42M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.06M
4
GVAG
4
Great Valley Advisor Group
Delaware
$1.17M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$428K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$33.1M
2
PIA
2
Perennial Investment Advisors
California
$4.65M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$561K
5
Mariner
5
Mariner
Kansas
$5.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$54.2M +$10.3M +269,792 +24%
LPL Financial
2
LPL Financial
California
$33.1M -$4.19M -109,513 -11%
SWM
3
Spire Wealth Management
Virginia
$5.6M -$56.5K -1,476 -1%
Mariner
4
Mariner
Kansas
$5.2M -$232K -6,072 -4%
PAG
5
Private Advisor Group
New Jersey
$4.9M +$45.4K +1,185 +0.9%
PIA
6
Perennial Investment Advisors
California
$4.65M -$1.3M -34,065 -22%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$2.99M -$85.3K -2,227 -3%
AWS
8
Atria Wealth Solutions
New York
$2.94M -$71K -1,855 -2%
IWM
9
IHT Wealth Management
Illinois
$2.73M -$90.7K -2,370 -3%
Wells Fargo
10
Wells Fargo
California
$2.42M +$2.42M +63,199 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.06M +$1.24M +32,463 +152%
GIA
12
Gladstone Institutional Advisory
Florida
$1.71M -$155K -4,043 -8%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.33M -$218K -5,698 -14%
GVAG
14
Great Valley Advisor Group
Delaware
$1.17M +$1.17M +30,579 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$943K -$6.09K -159 -0.6%
GLA
16
Good Life Advisors
Pennsylvania
$851K -$40.8K -1,065 -5%
CAS
17
Coppell Advisory Solutions
Texas
$729K +$729K +19,030 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$664K -$27.1K -707 -4%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$561K -$295K -7,713 -34%
APW
20
Aurora Private Wealth
New Jersey
$454K -$23.2K -606 -5%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$428K +$428K +11,171 New
HI
22
Harbour Investments
Wisconsin
$308K -$69.6K -1,818 -18%
UBS Group
23
UBS Group
Switzerland
$69.8K -$84.4K -2,205 -55%
CA
24
CoreCap Advisors
Michigan
$59.5K +$59.5K +1,555 New
PTC
25
Private Trust Company
Ohio
$32K – – –
1
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