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SQEW

LeaderShares Equity Skew ETF

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 2730 (+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: 22 (0)

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
14
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$30.4M +$14.9M +514,911 +96%
FD
2
Financial Designs
California
$19.4M -$519K -17,905 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.5M +$490K +16,888 +3%
LPL Financial
4
LPL Financial
California
$11.8M +$2.72M +93,900 +30%
AAS
5
Avantax Advisory Services
Texas
$4.51M -$807K -27,829 -15%
Mariner
6
Mariner
Kansas
$4.12M -$88.6K -3,056 -2%
PIA
7
Perennial Investment Advisors
California
$3.67M +$3.67M +126,617 New
PAG
8
Private Advisor Group
New Jersey
$2.48M +$282K +9,730 +13%
AWS
9
Atria Wealth Solutions
New York
$2.26M +$89.1K +3,075 +4%
GIA
10
Gladstone Institutional Advisory
Florida
$1.23M -$34.6K -1,193 -3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$891K +$13.3K +459 +2%
IWM
12
IHT Wealth Management
Illinois
$810K +$70K +2,413 +9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$762K +$330K +11,382 +76%
BFG
14
Bleakley Financial Group
New Jersey
$684K -$261 -9 -0%
SS
15
Simplicity Solutions
Minnesota
$684K +$684K +23,589 New
CAS
16
Coppell Advisory Solutions
Texas
$577K -$13.2K -455 -2%
CASC
17
Coppell Advisory Solutions Corp
Texas
$577K -$13.2K -455 -2%
GLA
18
Good Life Advisors
Pennsylvania
$506K -$7.48K -258 -1%
OMC
19
Old Mission Capital
Illinois
$496K +$496K +17,120 New
SG
20
StoneX Group
New York
$268K +$41K +1,413 +18%
Osaic Holdings
21
Osaic Holdings
Arizona
$254K +$28.3K +975 +13%
APW
22
Aurora Private Wealth
New Jersey
$252K +$12.5K +431 +5%
HI
23
Harbour Investments
Wisconsin
$239K +$49.8K +1,717 +26%
CA
24
Claro Advisors
Massachusetts
$236K +$236K +8,146 New
GRP
25
Global Retirement Partners
California
$161K +$17.6K +607 +12%

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.