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SQEW

LeaderShares Equity Skew ETF

Delisted

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

24 hedge funds and large institutions have $118M invested in LeaderShares Equity Skew ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% more ownership

Funds ownership: 92.37%92.42% (+0.06%)

7% less capital invested

Capital invested by funds: $126M → $118M (-$8.21M)

11% less funds holding

Funds holding: 2724 (-3)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
3
Increased
9
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$68.9M +$427K +14,468 +0.7%
LPL Financial
2
LPL Financial
California
$23.6M +$4.4M +149,372 +25%
PIA
3
Perennial Investment Advisors
California
$3.93M +$81.2K +2,755 +2%
Mariner
4
Mariner
Kansas
$3.6M -$690K -23,386 -17%
PAG
5
Private Advisor Group
New Jersey
$3.18M +$66.6K +2,260 +2%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$2.29M -$85.4K -2,895 -4%
AWS
7
Atria Wealth Solutions
New York
$2.24M -$83.3K -2,825 -4%
IWM
8
IHT Wealth Management
Illinois
$1.7M +$688K +23,350 +75%
GIA
9
Gladstone Institutional Advisory
Florida
$1.29M +$9.17K +311 +0.8%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.18M -$5.01K -170 -0.4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.05M -$8.4K -285 -0.8%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$654K +$618K +20,964 New
CAS
13
Coppell Advisory Solutions
Texas
$637K -$826 -28 -0.1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$611K -$8.11K -275 -1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$544K +$13.7K +466 +3%
GLA
16
Good Life Advisors
Pennsylvania
$539K +$472 +16 +0.1%
AWM
17
AE Wealth Management
Kansas
$461K +$438K +14,851 New
OMC
18
Old Mission Capital
Illinois
$350K -$204K -6,911 -38%
APW
19
Aurora Private Wealth
New Jersey
$319K -$20.6K -698 -6%
Osaic Holdings
20
Osaic Holdings
Arizona
$309K -$79K -2,679 -21%
HI
21
Harbour Investments
Wisconsin
$264K -$8.85K -300 -3%
Morgan Stanley
22
Morgan Stanley
New York
$73.4K +$34.7K +1,176 +100%
IA
23
IFP Advisors
Florida
$8.4K
UBS Group
24
UBS Group
Switzerland
$843 +$796 +27 New
FD
25
Financial Designs
California
-$18.5M -645,366 Closed

SQEW Hedge Fund Activity: Q4 2023 in Review

24 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Equity Skew ETF (SQEW) for Q4 2023, worth a combined $118M — down 6.5% from $126M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SQEW and 3 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 9 added.

The largest buyer was LPL Financial, adding an estimated $4.4M. The largest seller was Financial Designs, exiting entirely with an estimated $18.5M sold.

  • 24 institutional investors held LeaderShares Equity Skew ETF (SQEW) as of Q4 2023, down from 27 in Q3 2023.
  • Funds reported $118M of LeaderShares Equity Skew ETF stock for Q4 2023, down 6.5% quarter-over-quarter.
  • 3 funds opened new LeaderShares Equity Skew ETF positions in Q4 2023 and 6 closed out, a net change of -3 holders.
  • The largest LeaderShares Equity Skew ETF buyer in Q4 2023 was LPL Financial, an estimated $4.4M added.
  • The largest LeaderShares Equity Skew ETF seller in Q4 2023 was Financial Designs, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2023.