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LeaderShares Equity Skew ETF
SQEW

Overview Fund Activity

19 hedge funds and large institutions have $61.2M invested in LeaderShares Equity Skew ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
8
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFG
1
Ford Financial Group
California
$2.75M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.5M
3
GIA
3
Gladstone Institutional Advisory
Florida
$1.01M
4
RIM
4
Redwood Investment Management
Arizona
$26.3M
5
AWS
5
Atria Wealth Solutions
New York
$745K

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$355K
2
EWA
2
Evolution Wealth Advisors
Florida
$362K
3
Principal Financial Group
3
Principal Financial Group
Iowa
$0
4
UBS Group
4
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$26.3M 806,482 +30,328 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.5M 473,785 +51,803 +12%
AAS
3
Avantax Advisory Services
Texas
$6.59M 202,005 +8,853 +5%
LPL Financial
4
LPL Financial
California
$3.4M 104,038 +16,158 +18%
FFG
5
Ford Financial Group
California
$2.75M 84,254 +84,254 New
PAG
6
Private Advisor Group
New Jersey
$1.64M 50,165 +10,609 +27%
GIA
7
Gladstone Institutional Advisory
Florida
$1.01M 30,935 +30,935 New
CFG
8
Cooper Financial Group
California
$908K 27,806 +1,155 +4%
AWS
9
Atria Wealth Solutions
New York
$745K 22,814 +22,814 New
GLA
10
Good Life Advisors
Pennsylvania
$462K 14,149 – –
IWM
11
IHT Wealth Management
Illinois
$393K 12,021 +12,021 New
EWA
12
Evolution Wealth Advisors
Florida
$362K 11,070 -10,000 -47%
OMC
13
Old Mission Capital
Illinois
$355K 10,872 -11,600 -52%
SG
14
StoneX Group
New York
$254K 7,763 – –
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$245K 7,506 +469 +7%
Osaic Holdings
16
Osaic Holdings
Arizona
$200K 6,100 +3,063 +101%
GRP
17
Global Retirement Partners
California
$72K 2,500 +2,500 New
Wells Fargo
18
Wells Fargo
California
$14K 434 – –
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$4K 117 – –
Principal Financial Group
20
Principal Financial Group
Iowa
– – -6,815 Closed
UBS Group
21
UBS Group
Switzerland
– – -1,007 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –