LeaderShares Equity Skew ETF
SQEW
SQEW was delisted on the 24th of October, 2025.
10 hedge funds and large institutions have $32.6M invested in LeaderShares Equity Skew ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
43% more funds holding
Funds holding: 7 → 10 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17.92% less ownership
Funds ownership: 63.22% → 45.3% (-18%)
21% less capital invested
Capital invested by funds: $41M → $32.6M (-$8.45M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$800K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$669K |
| 3 |
LPL Financial
San Diego,
California
|
+$527K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$60.9K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$17.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
-$16.9M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$960K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIM
1
Redwood Investment Management
Scottsdale,
Arizona
| $16.9M | -$16.9M | -487,111 | -50% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $8.74M | +$800K | +23,010 | +10% |
|
|
HI
3
Harbour Investments
Madison,
Wisconsin
| $3.23M | +$3.17M | +91,149 | New |
|
|
4
LPL Financial
San Diego,
California
| $1.72M | +$527K | +15,163 | +45% |
|
|
PAG
5
Private Advisor Group
Morristown,
New Jersey
| $792K | +$17.6K | +507 | +2% |
|
|
AAS
6
Avantax Advisory Services
Dallas,
Texas
| $679K | +$669K | +19,237 | New |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| $349K | -$960K | -27,612 | -74% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $62K | +$60.9K | +1,751 | New |
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $35K | – | – | – |
|
10
Wells Fargo
San Francisco,
California
| $7K | +$6.92K | +199 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$1K | -41 | Closed |
|
SQEW Hedge Fund Activity: Q1 2021 in Review
10 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Equity Skew ETF (SQEW) for Q1 2021, worth a combined $32.6M — down 21% from $41M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SQEW positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $800K. The largest seller was Redwood Investment Management, cutting an estimated $16.9M.
- 10 institutional investors held LeaderShares Equity Skew ETF (SQEW) as of Q1 2021, up from 7 in Q4 2020.
- Funds reported $32.6M of LeaderShares Equity Skew ETF stock for Q1 2021, down 21% quarter-over-quarter.
- 4 funds opened new LeaderShares Equity Skew ETF positions in Q1 2021 and 1 closed out, a net change of +3 holders.
- The largest LeaderShares Equity Skew ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $800K added.
- The largest LeaderShares Equity Skew ETF seller in Q1 2021 was Redwood Investment Management, an estimated $16.9M sold.
Based on aggregated 13F filings for Q1 2021.