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LeaderShares Equity Skew ETF
SQEW

Overview Fund Activity

30 hedge funds and large institutions have $105M invested in LeaderShares Equity Skew ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
14
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIM
1
Redwood Investment Management
Arizona
$30.4M
2
PIA
2
Perennial Investment Advisors
California
$3.67M
3
LPL Financial
3
LPL Financial
California
$11.8M
4
SS
4
Simplicity Solutions
Minnesota
$684K
5
OMC
5
Old Mission Capital
Illinois
$496K

Top Sellers

1
FFG
1
Ford Financial Group
California
$0
2
AAS
2
Avantax Advisory Services
Texas
$4.51M
3
FD
3
Financial Designs
California
$19.4M
4
EWA
4
Evolution Wealth Advisors
Florida
$0
5
Mariner
5
Mariner
Kansas
$4.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$34.1K 1,176 – –
Wells Fargo
27
Wells Fargo
California
$12.6K 434 – –
IA
28
IFP Advisors
Florida
$6.68K 269 +269 New
UBS Group
29
UBS Group
Switzerland
$3.54K 122 +79 +184%
PTC
30
Private Trust Company
Ohio
$3.33K 115 – –
FFG
31
Ford Financial Group
California
– – -126,520 Closed
EWA
32
Evolution Wealth Advisors
Florida
– – -11,070 Closed
CFGS
33
Concourse Financial Group Securities
Alabama
– – – –
1
2