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LeaderShares AlphaFactor Tactical Focused ETF

31 hedge funds and large institutions have $96.3M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $103M → $96.3M (-$6.94M)

67% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 18

Holders
31
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$41M
LPL Financial
2
LPL Financial
California
$23.3M
SWM
3
Spire Wealth Management
Virginia
$5.42M
PAG
4
Private Advisor Group
New Jersey
$4.63M
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.62M
Mariner
6
Mariner
Kansas
$3.48M
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$2.62M
AWS
8
Atria Wealth Solutions
New York
$2.57M
IWM
9
IHT Wealth Management
Illinois
$1.5M
GIA
10
Gladstone Institutional Advisory
Florida
$1.15M
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.06M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$861K
GLA
13
Good Life Advisors
Pennsylvania
$792K
UBS Group
14
UBS Group
Switzerland
$773K
GVAG
15
Great Valley Advisor Group
Delaware
$761K
CAS
16
Coppell Advisory Solutions
Texas
$620K
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$497K
APW
18
Aurora Private Wealth
New Jersey
$429K
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$330K
HI
20
Harbour Investments
Wisconsin
$305K
YWM
21
Yardley Wealth Management
Pennsylvania
$246K
MW
22
Maia Wealth
Colorado
$201K
BDPWM
23
Barnes Dennig Private Wealth Management
Ohio
$110K
CCM
24
Coldstream Capital Management
Washington
$33.7K
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$17.9K