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LeaderShares Equity Skew ETF
SQEW

Overview Fund Activity

21 hedge funds and large institutions have $60M invested in LeaderShares Equity Skew ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
14
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIM
1
Redwood Investment Management
Arizona
$25.7M
2
LPL Financial
2
LPL Financial
California
$4.26M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.2M
4
AWS
4
Atria Wealth Solutions
New York
$1.32M
5
FFG
5
Ford Financial Group
California
$2.78M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$5.47M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$25.7M 922,497 +116,015 +14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.2M 508,562 +34,777 +7%
AAS
3
Avantax Advisory Services
Texas
$5.47M 196,244 -5,761 -3%
LPL Financial
4
LPL Financial
California
$4.26M 152,816 +48,778 +47%
FFG
5
Ford Financial Group
California
$2.78M 99,809 +15,555 +18%
PAG
6
Private Advisor Group
New Jersey
$1.49M 53,358 +3,193 +6%
AWS
7
Atria Wealth Solutions
New York
$1.32M 47,236 +24,422 +107%
GIA
8
Gladstone Institutional Advisory
Florida
$1.07M 38,225 +7,290 +24%
CFG
9
Cooper Financial Group
California
$839K 30,073 +2,267 +8%
IWM
10
IHT Wealth Management
Illinois
$679K 24,336 +12,315 +102%
GLA
11
Good Life Advisors
Pennsylvania
$433K 15,532 +1,383 +10%
OMC
12
Old Mission Capital
Illinois
$396K 14,192 +3,320 +31%
EWA
13
Evolution Wealth Advisors
Florida
$309K 11,070 – –
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$233K 8,351 +845 +11%
SG
15
StoneX Group
New York
$217K 7,763 – –
Osaic Holdings
16
Osaic Holdings
Arizona
$210K 7,555 +1,455 +24%
APW
17
Aurora Private Wealth
New Jersey
$202K 7,252 +7,252 New
HI
18
Harbour Investments
Wisconsin
$100K 3,599 +3,599 New
GRP
19
Global Retirement Partners
California
$88K 3,169 +669 +27%
Wells Fargo
20
Wells Fargo
California
$12K 434 – –
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
– – -117 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –
UBS Group
23
UBS Group
Switzerland
$0 16 +16 New