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SQEW

LeaderShares Equity Skew ETF

Delisted

SQEW was delisted on the 24th of October, 2025.

27 hedge funds and large institutions have $126M invested in LeaderShares Equity Skew ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $111M → $126M (+$14.8M)

12.61% more ownership

Funds ownership: 79.76%92.37% (+13%)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0% more funds holding

Funds holding: 2727 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
12
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$62.9M +$33M +1,099,527 +101%
FD
2
Financial Designs
California
$18.5M -$329K -10,977 -2%
LPL Financial
3
LPL Financial
California
$17.4M +$5.02M +167,324 +38%
Mariner
4
Mariner
Kansas
$3.98M -$189K -6,314 -4%
AAS
5
Avantax Advisory Services
Texas
$3.94M -$166K -5,545 -4%
PIA
6
Perennial Investment Advisors
California
$3.53M -$59.1K -1,970 -2%
PAG
7
Private Advisor Group
New Jersey
$2.86M +$276K +9,186 +10%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$2.19M +$2.29M +76,197 New
AWS
9
Atria Wealth Solutions
New York
$2.14M -$119K -3,964 -5%
GIA
10
Gladstone Institutional Advisory
Florida
$1.18M -$49.5K -1,649 -4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.09M +$183K +6,094 +19%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$974K +$47K +1,567 +5%
IWM
13
IHT Wealth Management
Illinois
$893K +$45.1K +1,503 +5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$569K -$18.5M -615,424 -97%
CAS
15
Coppell Advisory Solutions
Texas
$566K +$93.2K +3,106 +18%
OMC
16
Old Mission Capital
Illinois
$520K -$67K -2,234 -11%
GLA
17
Good Life Advisors
Pennsylvania
$496K -$510 -17 -0.1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$487K +$10.2K +339 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$361K +$113K +3,770 +43%
APW
20
Aurora Private Wealth
New Jersey
$313K +$43.5K +1,449 +15%
SG
21
StoneX Group
New York
$281K +$18.1K +603 +7%
HI
22
Harbour Investments
Wisconsin
$251K -$990 -33 -0.4%
CA
23
Claro Advisors
Massachusetts
$208K -$42.3K -1,409 -16%
GRP
24
Global Retirement Partners
California
$183K +$24.2K +808 +14%
Morgan Stanley
25
Morgan Stanley
New York
$33.8K

SQEW Hedge Fund Activity: Q3 2023 in Review

27 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Equity Skew ETF (SQEW) for Q3 2023, worth a combined $126M — up 13% from $111M a quarter earlier.

Fund positioning in SQEW was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 12 added to existing stakes and 11 trimmed.

The largest buyer was Redwood Investment Management, adding an estimated $33M. The largest seller was Envestnet Asset Management, cutting an estimated $18.5M.

  • 27 institutional investors held LeaderShares Equity Skew ETF (SQEW) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $126M of LeaderShares Equity Skew ETF stock for Q3 2023, up 13% quarter-over-quarter.
  • 2 funds opened new LeaderShares Equity Skew ETF positions in Q3 2023 and 2 closed out, a net change of 0 holders.
  • The largest LeaderShares Equity Skew ETF buyer in Q3 2023 was Redwood Investment Management, an estimated $33M added.
  • The largest LeaderShares Equity Skew ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2023.