LeaderShares Equity Skew ETF
SQEW
SQEW was delisted on the 24th of October, 2025.
30 hedge funds and large institutions have $105M invested in LeaderShares Equity Skew ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
31% more capital invested
Capital invested by funds: $80.2M → $105M (+$24.6M)
11% more funds holding
Funds holding: 27 → 30 (+3)
9.19% more ownership
Funds ownership: 69.38% → 78.58% (+9.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$14.9M |
| 2 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
+$3.67M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.72M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$684K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$496K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFG
Ford Financial Group
Fresno,
California
|
-$3.51M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$807K |
| 3 |
FD
Financial Designs
Claremont,
California
|
-$519K |
| 4 |
EWA
Evolution Wealth Advisors
Aventura,
Florida
|
-$307K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$88.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $34.1K | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $12.6K | – | – | – |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $6.68K | +$7.8K | +269 | New |
|
29
UBS Group
Zurich,
Switzerland
| $3.54K | +$2.29K | +79 | +184% |
|
|
PTC
30
Private Trust Company
Cleveland,
Ohio
| $3.33K | – | – | – |
|
|
FFG
31
Ford Financial Group
Fresno,
California
| – | -$3.51M | -126,520 | Closed |
|
|
EWA
32
Evolution Wealth Advisors
Aventura,
Florida
| – | -$307K | -11,070 | Closed |
|
SQEW Hedge Fund Activity: Q1 2023 in Review
30 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Equity Skew ETF (SQEW) for Q1 2023, worth a combined $105M — up 31% from $80.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SQEW positions and 2 closed out — a net gain of 3 holders — while 14 added to existing stakes and 8 trimmed.
The largest buyer was Redwood Investment Management, adding an estimated $14.9M. The largest seller was Ford Financial Group, exiting entirely with an estimated $3.51M sold.
- 30 institutional investors held LeaderShares Equity Skew ETF (SQEW) as of Q1 2023, up from 27 in Q4 2022.
- Funds reported $105M of LeaderShares Equity Skew ETF stock for Q1 2023, up 31% quarter-over-quarter.
- 5 funds opened new LeaderShares Equity Skew ETF positions in Q1 2023 and 2 closed out, a net change of +3 holders.
- The largest LeaderShares Equity Skew ETF buyer in Q1 2023 was Redwood Investment Management, an estimated $14.9M added.
- The largest LeaderShares Equity Skew ETF seller in Q1 2023 was Ford Financial Group, an estimated $3.51M sold.
Based on aggregated 13F filings for Q1 2023.