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LeaderShares AlphaFactor Tactical Focused ETF

24 hedge funds and large institutions have $77M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8.97% less ownership

Funds ownership: 89%80.04% (-9%)

12% less capital invested

Capital invested by funds: $87.1M → $77M (-$10.1M)

17% less funds holding

Funds holding: 2924 (-5)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

67% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 12

Holders
24
Holders Change
-5
Holders Change %
-17.24%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
4
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$34.6M -$6.34M -154,859 -16%
LPL Financial
2
LPL Financial
California
$21.1M -$1.81M -44,194 -8%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.79M +$376K +9,194 +9%
SWM
4
Spire Wealth Management
Virginia
$3.34M -$317K -7,754 -9%
Mariner
5
Mariner
Kansas
$3.23M -$74.5K -1,822 -2%
PAG
6
Private Advisor Group
New Jersey
$2.12M -$894K -21,854 -30%
UBS Group
7
UBS Group
Switzerland
$1.57M +$59.2K +1,447 +4%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.12M +$24.4K +597 +2%
GIA
9
Gladstone Institutional Advisory
Florida
$1.01M -$119K -2,919 -11%
IWM
10
IHT Wealth Management
Illinois
$775K -$114K -2,798 -13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$759K -$70.4K -1,721 -9%
GVAG
12
Great Valley Advisor Group
Delaware
$692K -$93.2K -2,277 -12%
CAS
13
Coppell Advisory Solutions
Texas
$617K -$655 -16 -0.1%
Morgan Stanley
14
Morgan Stanley
New York
$394K +$390K +9,525 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$218K -$213K -5,196 -50%
YWM
16
Yardley Wealth Management
Pennsylvania
$216K
HI
17
Harbour Investments
Wisconsin
$195K -$117K -2,864 -38%
WANY
18
Wealthspire Advisors (New York)
New York
$118K +$116K +2,845 New
BDPWM
19
Barnes Dennig Private Wealth Management
Ohio
$113K
JP Morgan Chase
20
JP Morgan Chase
New York
$16.7K
IA
21
IFP Advisors
Florida
$14.6K
Osaic Holdings
22
Osaic Holdings
Arizona
$13.6K
AWM
23
AE Wealth Management
Kansas
$6.9K +$6.79K +166 +16,600%
CFP
24
Comprehensive Financial Planning
Pennsylvania
$910
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
-$1.38M -34,918 Closed

LSAT Hedge Fund Activity: Q3 2025 in Review

24 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor Tactical Focused ETF (LSAT) for Q3 2025, worth a combined $77M — down 12% from $87.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of LSAT and 2 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 4 added.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $390K. The largest seller was Redwood Investment Management, cutting an estimated $6.34M.

  • 24 institutional investors held LeaderShares AlphaFactor Tactical Focused ETF (LSAT) as of Q3 2025, down from 29 in Q2 2025.
  • Funds reported $77M of LeaderShares AlphaFactor Tactical Focused ETF stock for Q3 2025, down 12% quarter-over-quarter.
  • 2 funds opened new LeaderShares AlphaFactor Tactical Focused ETF positions in Q3 2025 and 4 closed out, a net change of -2 holders.
  • The largest LeaderShares AlphaFactor Tactical Focused ETF buyer in Q3 2025 was Morgan Stanley, an estimated $390K added.
  • The largest LeaderShares AlphaFactor Tactical Focused ETF seller in Q3 2025 was Redwood Investment Management, an estimated $6.34M sold.

Based on aggregated 13F filings for Q3 2025.