LeaderShares Equity Skew ETF
SQEW
SQEW was delisted on the 24th of October, 2025.
27 hedge funds and large institutions have $111M invested in LeaderShares Equity Skew ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
6% more capital invested
Capital invested by funds: $105M → $111M (+$6.31M)
1.18% more ownership
Funds ownership: 78.58% → 79.76% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10% less funds holding
Funds holding: 30 → 27 (-3)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$1.29M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$945K |
| 3 |
LPL Financial
San Diego,
California
|
+$938K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$482K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$176K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FD
Financial Designs
Claremont,
California
|
-$378K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$370K |
| 3 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$76.9K |
| 4 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
-$52.5K |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$52.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $35.2K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $8.06K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| – | -$12.6K | -434 | Closed |
|
29
UBS Group
Zurich,
Switzerland
| – | -$3.54K | -122 | Closed |
|
|
PTC
30
Private Trust Company
Cleveland,
Ohio
| – | -$3.33K | -115 | Closed |
|
SQEW Hedge Fund Activity: Q2 2023 in Review
27 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Equity Skew ETF (SQEW) for Q2 2023, worth a combined $111M — up 6% from $105M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SQEW and 1 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 15 added.
The largest buyer was Redwood Investment Management, adding an estimated $1.29M. The largest seller was Financial Designs, cutting an estimated $378K.
- 27 institutional investors held LeaderShares Equity Skew ETF (SQEW) as of Q2 2023, down from 30 in Q1 2023.
- Funds reported $111M of LeaderShares Equity Skew ETF stock for Q2 2023, up 6% quarter-over-quarter.
- 1 fund opened new LeaderShares Equity Skew ETF positions in Q2 2023 and 3 closed out, a net change of -2 holders.
- The largest LeaderShares Equity Skew ETF buyer in Q2 2023 was Redwood Investment Management, an estimated $1.29M added.
- The largest LeaderShares Equity Skew ETF seller in Q2 2023 was Financial Designs, an estimated $378K sold.
Based on aggregated 13F filings for Q2 2023.