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SQEW

LeaderShares Equity Skew ETF

Delisted

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

22 hedge funds and large institutions have $101M invested in LeaderShares Equity Skew ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

8% less funds holding

Funds holding: 2422 (-2)

13.08% less ownership

Funds ownership: 92.42%79.35% (-13%)

14% less capital invested

Capital invested by funds: $118M → $101M (-$16.7M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
9
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$50.3M -$21.1M -673,005 -30%
LPL Financial
2
LPL Financial
California
$25.3M +$440K +14,028 +2%
PIA
3
Perennial Investment Advisors
California
$3.96M -$166K -5,304 -4%
Mariner
4
Mariner
Kansas
$3.82M +$32.5K +1,037 +0.9%
PAG
5
Private Advisor Group
New Jersey
$3.36M +$17.6K +562 +0.6%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$2.46M +$48.3K +1,540 +2%
AWS
7
Atria Wealth Solutions
New York
$2.39M +$35.4K +1,129 +2%
IWM
8
IHT Wealth Management
Illinois
$1.92M +$124K +3,953 +7%
GIA
9
Gladstone Institutional Advisory
Florida
$1.29M -$69.2K -2,207 -5%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.13M +$28.9K +921 +3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.12M -$117K -3,732 -10%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$632K -$9.38K -299 -2%
CASC
13
Coppell Advisory Solutions Corp
Texas
$610K +$583K +18,587 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$584K +$11.7K +372 +2%
GLA
15
Good Life Advisors
Pennsylvania
$567K +$31 +1 +0%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$463K -$215K -6,865 -33%
APW
17
Aurora Private Wealth
New Jersey
$331K -$282 -9 -0.1%
SG
18
StoneX Group
New York
$296K +$283K +9,031 New
HI
19
Harbour Investments
Wisconsin
$254K -$22.5K -716 -8%
Osaic Holdings
20
Osaic Holdings
Arizona
$238K -$83K -2,648 -27%
IA
21
IFP Advisors
Florida
$8.83K
TAM
22
Tucker Asset Management
Colorado
$8.7K +$8.31K +265 New
AWM
23
AE Wealth Management
Kansas
-$461K -14,851 Closed
OMC
24
Old Mission Capital
Illinois
-$350K -11,205 Closed
Morgan Stanley
25
Morgan Stanley
New York
-$73.4K -2,352 Closed

SQEW Hedge Fund Activity: Q1 2024 in Review

22 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Equity Skew ETF (SQEW) for Q1 2024, worth a combined $101M — down 14% from $118M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SQEW and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 9 added.

The largest buyer was LPL Financial, adding an estimated $440K. The largest seller was Redwood Investment Management, cutting an estimated $21.1M.

  • 22 institutional investors held LeaderShares Equity Skew ETF (SQEW) as of Q1 2024, down from 24 in Q4 2023.
  • Funds reported $101M of LeaderShares Equity Skew ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 3 funds opened new LeaderShares Equity Skew ETF positions in Q1 2024 and 4 closed out, a net change of -1 holder.
  • The largest LeaderShares Equity Skew ETF buyer in Q1 2024 was LPL Financial, an estimated $440K added.
  • The largest LeaderShares Equity Skew ETF seller in Q1 2024 was Redwood Investment Management, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2024.