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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
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
Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$51.8M -$7.19M -172,376 -12%
LPL Financial
2
LPL Financial
California
$28.8M -$7.31M -175,076 -20%
SWM
3
Spire Wealth Management
Virginia
$6M -$102K -2,448 -2%
PAG
4
Private Advisor Group
New Jersey
$4.6M -$739K -17,705 -14%
Mariner
5
Mariner
Kansas
$3.72M -$1.96M -46,891 -35%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$3.01M -$252K -6,030 -8%
PIA
7
Perennial Investment Advisors
California
$2.97M -$2.1M -50,222 -41%
AWS
8
Atria Wealth Solutions
New York
$2.96M -$248K -5,935 -8%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.42M +$173K +4,155 +8%
IWM
10
IHT Wealth Management
Illinois
$1.69M -$1.29M -30,896 -43%
GIA
11
Gladstone Institutional Advisory
Florida
$1.64M -$223K -5,335 -12%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.21M -$243K -5,813 -17%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$947K +$223K +5,331 +31%
GLA
14
Good Life Advisors
Pennsylvania
$913K -$14.2K -339 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$901K -$128K -3,057 -12%
GVAG
16
Great Valley Advisor Group
Delaware
$805K -$472K -11,301 -37%
CAS
17
Coppell Advisory Solutions
Texas
$767K -$26.4K -634 -3%
APW
18
Aurora Private Wealth
New Jersey
$489K -$5.51K -132 -1%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$463K -$3.01K -72 -0.6%
Jane Street
20
Jane Street
New York
$391K +$391K +9,375 New
HI
21
Harbour Investments
Wisconsin
$329K -$6.85K -164 -2%
YWM
22
Yardley Wealth Management
Pennsylvania
$268K +$268K +6,421 New
AAS
23
Avantax Advisory Services
Texas
$237K +$237K +5,687 New
MW
24
Maia Wealth
Colorado
$225K +$225K +5,453 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$222K -$390K -9,347 -64%