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LeaderShares AlphaFactor Tactical Focused ETF

32 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, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3232 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

2.69% less ownership

Funds ownership: 92.39%89.7% (-2.7%)

7% less capital invested

Capital invested by funds: $103M → $96.3M (-$6.93M)

68% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 19

Holders
32
Holders Change
Holders Change %
0%
% 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
6
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$41M -$2.01M -49,930 -5%
LPL Financial
2
LPL Financial
California
$23.3M -$1.74M -43,227 -7%
SWM
3
Spire Wealth Management
Virginia
$5.42M -$99.2K -2,458 -2%
PAG
4
Private Advisor Group
New Jersey
$4.63M +$125K +3,103 +3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.62M +$966K +23,946 +36%
Mariner
6
Mariner
Kansas
$3.48M +$12.7K +315 +0.4%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$2.62M -$104K -2,584 -4%
AWS
8
Atria Wealth Solutions
New York
$2.57M -$100K -2,490 -4%
IWM
9
IHT Wealth Management
Illinois
$1.5M -$30.7K -762 -2%
GIA
10
Gladstone Institutional Advisory
Florida
$1.15M -$251K -6,225 -18%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.06M -$195K -4,832 -15%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$861K -$9.8K -243 -1%
GLA
13
Good Life Advisors
Pennsylvania
$792K -$56.4K -1,398 -7%
UBS Group
14
UBS Group
Switzerland
$773K +$111K +2,740 +17%
GVAG
15
Great Valley Advisor Group
Delaware
$761K -$83.6K -2,073 -10%
CAS
16
Coppell Advisory Solutions
Texas
$620K -$36.6K -906 -5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$497K -$174K -4,306 -26%
APW
18
Aurora Private Wealth
New Jersey
$429K -$45.5K -1,127 -10%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$330K +$98.8K +2,450 +42%
HI
20
Harbour Investments
Wisconsin
$305K -$11.3K -280 -4%
YWM
21
Yardley Wealth Management
Pennsylvania
$246K -$12K -297 -5%
MW
22
Maia Wealth
Colorado
$201K +$81 +2 +0%
BDPWM
23
Barnes Dennig Private Wealth Management
Ohio
$110K +$111K +2,741 New
CCM
24
Coldstream Capital Management
Washington
$33.7K +$33.9K +840 New
JP Morgan Chase
25
JP Morgan Chase
New York
$17.9K +$18K +446 New

LSAT Hedge Fund Activity: Q1 2025 in Review

32 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor Tactical Focused ETF (LSAT) for Q1 2025, worth a combined $96.3M — down 6.7% from $103M a quarter earlier.

Fund positioning in LSAT was balanced in Q1 2025: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 19 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $966K. The largest seller was Perennial Investment Advisors, exiting entirely with an estimated $2.12M sold.

  • 32 institutional investors held LeaderShares AlphaFactor Tactical Focused ETF (LSAT) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $96.3M of LeaderShares AlphaFactor Tactical Focused ETF stock for Q1 2025, down 6.7% quarter-over-quarter.
  • 4 funds opened new LeaderShares AlphaFactor Tactical Focused ETF positions in Q1 2025 and 4 closed out, a net change of 0 holders.
  • The largest LeaderShares AlphaFactor Tactical Focused ETF buyer in Q1 2025 was Cetera Investment Advisers, an estimated $966K added.
  • The largest LeaderShares AlphaFactor Tactical Focused ETF seller in Q1 2025 was Perennial Investment Advisors, an estimated $2.12M sold.

Based on aggregated 13F filings for Q1 2025.