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LeaderShares AlphaFactor Tactical Focused ETF
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Overview Fund Activity

32 hedge funds and large institutions have $103M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
9
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$717K
2
UBS Group
2
UBS Group
Switzerland
$665K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.67M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.26M
5
PAG
5
Private Advisor Group
New Jersey
$4.51M

Top Sellers

1
RIM
1
Redwood Investment Management
Arizona
$43.1M
2
LPL Financial
2
LPL Financial
California
$25.1M
3
PIA
3
Perennial Investment Advisors
California
$2.12M
4
Jane Street
4
Jane Street
New York
$0
5
SWM
5
Spire Wealth Management
Virginia
$5.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$43.1M -$6.86M -170,586 -14%
LPL Financial
2
LPL Financial
California
$25.1M -$2.63M -65,480 -10%
SWM
3
Spire Wealth Management
Virginia
$5.54M -$241K -6,001 -4%
PAG
4
Private Advisor Group
New Jersey
$4.51M +$83.7K +2,082 +2%
Mariner
5
Mariner
Kansas
$3.47M -$104K -2,594 -3%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$2.73M -$167K -4,148 -6%
AWS
7
Atria Wealth Solutions
New York
$2.68M -$165K -4,115 -6%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.67M +$341K +8,488 +15%
PIA
9
Perennial Investment Advisors
California
$2.12M -$743K -18,491 -26%
IWM
10
IHT Wealth Management
Illinois
$1.54M -$85.5K -2,127 -5%
GIA
11
Gladstone Institutional Advisory
Florida
$1.4M -$180K -4,480 -11%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.26M +$98.2K +2,441 +8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$874K +$6.11K +152 +0.7%
GLA
14
Good Life Advisors
Pennsylvania
$850K -$29.2K -726 -3%
GVAG
15
Great Valley Advisor Group
Delaware
$847K +$71.6K +1,781 +9%
Citadel Advisors
16
Citadel Advisors
Florida
$717K +$717K +17,841 New
CAS
17
Coppell Advisory Solutions
Texas
$679K -$58.7K -1,464 -8%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$671K -$240K -5,982 -26%
UBS Group
19
UBS Group
Switzerland
$665K +$604K +15,015 +982%
APW
20
Aurora Private Wealth
New Jersey
$475K +$3.98K +99 +0.8%
HI
21
Harbour Investments
Wisconsin
$317K – – –
YWM
22
Yardley Wealth Management
Pennsylvania
$258K – – –
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$252K -$194K -4,823 -43%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$233K +$19.2K +478 +9%
MW
25
Maia Wealth
Colorado
$223K -$3.53K -85 -2%
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