We are live on ! Find out more
LSAT icon

LeaderShares AlphaFactor Tactical Focused ETF

31 hedge funds and large institutions have $118M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

7% more funds holding

Funds holding: 2931 (+2)

2.03% more ownership

Funds ownership: 90.59%92.61% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less capital invested

Capital invested by funds: $130M → $118M (-$12.2M)

85% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 20

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
3
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$51.8M -$6.81M -172,376 -12%
LPL Financial
2
LPL Financial
California
$28.8M -$6.91M -175,076 -20%
SWM
3
Spire Wealth Management
Virginia
$6M -$96.7K -2,448 -2%
PAG
4
Private Advisor Group
New Jersey
$4.6M -$699K -17,705 -14%
Mariner
5
Mariner
Kansas
$3.72M -$1.85M -46,891 -35%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$3.01M -$238K -6,030 -8%
PIA
7
Perennial Investment Advisors
California
$2.97M -$1.98M -50,222 -41%
AWS
8
Atria Wealth Solutions
New York
$2.96M -$234K -5,935 -8%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.42M +$164K +4,155 +8%
IWM
10
IHT Wealth Management
Illinois
$1.69M -$1.22M -30,896 -43%
GIA
11
Gladstone Institutional Advisory
Florida
$1.64M -$211K -5,335 -12%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.21M -$230K -5,813 -17%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$947K +$210K +5,331 +31%
GLA
14
Good Life Advisors
Pennsylvania
$913K -$13.4K -339 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$901K -$121K -3,057 -12%
GVAG
16
Great Valley Advisor Group
Delaware
$805K -$446K -11,301 -37%
CAS
17
Coppell Advisory Solutions
Texas
$767K -$25K -634 -3%
APW
18
Aurora Private Wealth
New Jersey
$489K -$5.21K -132 -1%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$463K -$2.84K -72 -0.6%
Jane Street
20
Jane Street
New York
$391K +$370K +9,375 New
HI
21
Harbour Investments
Wisconsin
$329K -$6.48K -164 -2%
YWM
22
Yardley Wealth Management
Pennsylvania
$268K +$254K +6,421 New
AAS
23
Avantax Advisory Services
Texas
$237K +$225K +5,687 New
MW
24
Maia Wealth
Colorado
$225K +$215K +5,453 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$222K -$369K -9,347 -64%

LSAT Hedge Fund Activity: Q3 2024 in Review

31 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor Tactical Focused ETF (LSAT) for Q3 2024, worth a combined $118M — down 9.4% from $130M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LSAT positions and 3 closed out — a net gain of 2 holders — while 3 added to existing stakes and 20 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $370K. The largest seller was LPL Financial, cutting an estimated $6.91M.

  • 31 institutional investors held LeaderShares AlphaFactor Tactical Focused ETF (LSAT) as of Q3 2024, up from 29 in Q2 2024.
  • Funds reported $118M of LeaderShares AlphaFactor Tactical Focused ETF stock for Q3 2024, down 9.4% quarter-over-quarter.
  • 5 funds opened new LeaderShares AlphaFactor Tactical Focused ETF positions in Q3 2024 and 3 closed out, a net change of +2 holders.
  • The largest LeaderShares AlphaFactor Tactical Focused ETF buyer in Q3 2024 was Jane Street, an estimated $370K added.
  • The largest LeaderShares AlphaFactor Tactical Focused ETF seller in Q3 2024 was LPL Financial, an estimated $6.91M sold.

Based on aggregated 13F filings for Q3 2024.