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SQEW

LeaderShares Equity Skew ETF

Delisted

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

28 hedge funds and large institutions have $113M invested in LeaderShares Equity Skew ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

27% more funds holding

Funds holding: 2228 (+6)

14.15% more ownership

Funds ownership: 79.35%93.49% (+14%)

12% more capital invested

Capital invested by funds: $101M → $113M (+$12.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

Holders
28
Holders Change
+6
Holders Change %
+27.27%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
6
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$64.4M +$13.5M +420,155 +27%
LPL Financial
2
LPL Financial
California
$22.7M -$2.57M -79,672 -10%
Mariner
3
Mariner
Kansas
$3.73M -$92.8K -2,879 -2%
PAG
4
Private Advisor Group
New Jersey
$3.42M +$46.5K +1,442 +1%
PIA
5
Perennial Investment Advisors
California
$3.3M -$662K -20,552 -17%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$2.47M +$2.96K +92 +0.1%
AWS
7
Atria Wealth Solutions
New York
$2.42M +$17.3K +538 +0.7%
IWM
8
IHT Wealth Management
Illinois
$1.87M -$50.3K -1,560 -3%
Wells Fargo
9
Wells Fargo
California
$1.7M +$1.67M +51,701 New
GIA
10
Gladstone Institutional Advisory
Florida
$1.2M -$86.8K -2,693 -7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.08M -$53.1K -1,648 -5%
GVAG
12
Great Valley Advisor Group
Delaware
$842K +$824K +25,572 New
Citadel Advisors
13
Citadel Advisors
Florida
$676K +$662K +20,524 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$614K -$19.9K -616 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$588K +$1.26K +39 +0.2%
CAS
16
Coppell Advisory Solutions
Texas
$581K +$569K +17,647 New
GLA
17
Good Life Advisors
Pennsylvania
$552K -$16.5K -513 -3%
APW
18
Aurora Private Wealth
New Jersey
$323K -$13K -404 -4%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$307K +$301K +9,334 New
SG
20
StoneX Group
New York
$288K -$9.48K -294 -3%
HI
21
Harbour Investments
Wisconsin
$207K -$46.3K -1,437 -19%
CA
22
CoreCap Advisors
Michigan
$25.3K +$24.8K +769 New
TAM
23
Tucker Asset Management
Colorado
$10.7K +$1.9K +59 +22%
IA
24
IFP Advisors
Florida
$8.86K
Osaic Holdings
25
Osaic Holdings
Arizona
$3.56K -$231K -7,151 -99%

SQEW Hedge Fund Activity: Q2 2024 in Review

28 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Equity Skew ETF (SQEW) for Q2 2024, worth a combined $113M — up 12% from $101M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SQEW positions and 2 closed out — a net gain of 7 holders — while 6 added to existing stakes and 12 trimmed.

The largest buyer was Redwood Investment Management, adding an estimated $13.5M. The largest seller was LPL Financial, cutting an estimated $2.57M.

  • 28 institutional investors held LeaderShares Equity Skew ETF (SQEW) as of Q2 2024, up from 22 in Q1 2024.
  • Funds reported $113M of LeaderShares Equity Skew ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 9 funds opened new LeaderShares Equity Skew ETF positions in Q2 2024 and 2 closed out, a net change of +7 holders.
  • The largest LeaderShares Equity Skew ETF buyer in Q2 2024 was Redwood Investment Management, an estimated $13.5M added.
  • The largest LeaderShares Equity Skew ETF seller in Q2 2024 was LPL Financial, an estimated $2.57M sold.

Based on aggregated 13F filings for Q2 2024.