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SQEW

LeaderShares Equity Skew ETF

Delisted

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

26 hedge funds and large institutions have $84.6M invested in LeaderShares Equity Skew ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.08% less ownership

Funds ownership: 93.18%92.09% (-1.1%)

10% less funds holding

Funds holding: 2926 (-3)

12% less capital invested

Capital invested by funds: $96.6M → $84.6M (-$12M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
8
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$43.3M -$6.71M -192,321 -13%
LPL Financial
2
LPL Financial
California
$19.6M -$1.26M -36,128 -6%
Mariner
3
Mariner
Kansas
$3.55M -$119K -3,421 -3%
PAG
4
Private Advisor Group
New Jersey
$3.29M +$153K +4,379 +5%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$2.28M -$118K -3,376 -5%
AWS
6
Atria Wealth Solutions
New York
$2.24M -$118K -3,368 -5%
IWM
7
IHT Wealth Management
Illinois
$1.43M -$70K -2,005 -5%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.13M +$82.2K +2,354 +8%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.11M +$771K +22,090 +200%
GIA
10
Gladstone Institutional Advisory
Florida
$1.1M -$41.9K -1,200 -4%
GVAG
11
Great Valley Advisor Group
Delaware
$724K -$20.1K -576 -3%
OMC
12
Old Mission Capital
Illinois
$677K +$474K +13,575 +207%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$604K +$3.74K +107 +0.6%
PIA
14
Perennial Investment Advisors
California
$601K -$2.77M -79,441 -82%
GLA
15
Good Life Advisors
Pennsylvania
$545K -$20.2K -579 -3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$513K -$176K -5,045 -25%
UBS Group
17
UBS Group
Switzerland
$478K +$483K +13,826 +3,707%
CAS
18
Coppell Advisory Solutions
Texas
$473K -$52.9K -1,516 -10%
APW
19
Aurora Private Wealth
New Jersey
$329K +$2.9K +83 +0.9%
Citadel Advisors
20
Citadel Advisors
Florida
$303K +$314K +9,002 New
HI
21
Harbour Investments
Wisconsin
$200K
AWM
22
AE Wealth Management
Kansas
$57.3K +$59.5K +1,703 New
TAM
23
Tucker Asset Management
Colorado
$10.9K
Osaic Holdings
24
Osaic Holdings
Arizona
$5.35K +$2.55K +73 +85%
AG
25
AmeriFlex Group
Nevada
$2.76K +$2.79K +80 New

SQEW Hedge Fund Activity: Q4 2024 in Review

26 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Equity Skew ETF (SQEW) for Q4 2024, worth a combined $84.6M — down 12% from $96.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SQEW and 3 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 8 added.

The largest buyer was Susquehanna International Group, adding an estimated $771K. The largest seller was Redwood Investment Management, cutting an estimated $6.71M.

  • 26 institutional investors held LeaderShares Equity Skew ETF (SQEW) as of Q4 2024, down from 29 in Q3 2024.
  • Funds reported $84.6M of LeaderShares Equity Skew ETF stock for Q4 2024, down 12% quarter-over-quarter.
  • 3 funds opened new LeaderShares Equity Skew ETF positions in Q4 2024 and 6 closed out, a net change of -3 holders.
  • The largest LeaderShares Equity Skew ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $771K added.
  • The largest LeaderShares Equity Skew ETF seller in Q4 2024 was Redwood Investment Management, an estimated $6.71M sold.

Based on aggregated 13F filings for Q4 2024.