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LeaderShares Equity Skew ETF
SQEW

Overview Fund Activity

27 hedge funds and large institutions have $111M invested in LeaderShares Equity Skew ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
1
Increased
15
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIM
1
Redwood Investment Management
Arizona
$32.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19M
3
LPL Financial
3
LPL Financial
California
$13.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$498K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$969K

Top Sellers

1
FD
1
Financial Designs
California
$19.7M
2
AAS
2
Avantax Advisory Services
Texas
$4.27M
3
CAS
3
Coppell Advisory Solutions
Texas
$515K
4
BFG
4
Bleakley Financial Group
New Jersey
$652K
5
SS
5
Simplicity Solutions
Minnesota
$652K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$35.2K 1,176 – –
IA
27
IFP Advisors
Florida
$8.06K 269 – –
Wells Fargo
28
Wells Fargo
California
– – -434 Closed
UBS Group
29
UBS Group
Switzerland
– – -122 Closed
PTC
30
Private Trust Company
Ohio
– – -115 Closed
CFGS
31
Concourse Financial Group Securities
Alabama
– – – –
1
2