We are live on ! Find out more
SQEW

LeaderShares Equity Skew ETF

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 22 (0)

10% less funds holding

Funds holding: 3027 (-3)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
1
Increased
15
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$32.7M +$1.29M +44,631 +4%
FD
2
Financial Designs
California
$19.7M -$378K -13,030 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19M +$945K +32,593 +5%
LPL Financial
4
LPL Financial
California
$13.1M +$938K +32,326 +8%
Mariner
5
Mariner
Kansas
$4.34M +$85K +2,929 +2%
AAS
6
Avantax Advisory Services
Texas
$4.27M -$370K -12,751 -8%
PIA
7
Perennial Investment Advisors
California
$3.75M -$43K -1,481 -1%
PAG
8
Private Advisor Group
New Jersey
$2.7M +$137K +4,715 +6%
AWS
9
Atria Wealth Solutions
New York
$2.35M +$18.4K +636 +0.8%
GIA
10
Gladstone Institutional Advisory
Florida
$1.28M +$13.2K +454 +1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$969K +$176K +6,071 +23%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$954K +$31.9K +1,100 +4%
IWM
13
IHT Wealth Management
Illinois
$887K +$48.6K +1,674 +6%
BFG
14
Bleakley Financial Group
New Jersey
$652K -$52.5K -1,810 -8%
SS
15
Simplicity Solutions
Minnesota
$652K -$52.5K -1,810 -8%
OMC
16
Old Mission Capital
Illinois
$609K +$93.7K +3,230 +19%
GLA
17
Good Life Advisors
Pennsylvania
$518K -$5.54K -191 -1%
CAS
18
Coppell Advisory Solutions
Texas
$515K -$76.9K -2,651 -13%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$498K +$482K +16,632 New
APW
20
Aurora Private Wealth
New Jersey
$284K +$22.6K +780 +9%
SG
21
StoneX Group
New York
$275K -$1.74K -60 -0.6%
Osaic Holdings
22
Osaic Holdings
Arizona
$264K +$1.8K +62 +0.7%
HI
23
Harbour Investments
Wisconsin
$263K +$15.7K +541 +7%
CA
24
Claro Advisors
Massachusetts
$259K +$14.4K +496 +6%
GRP
25
Global Retirement Partners
California
$169K -$1.36K -47 -0.8%

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.