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LeaderShares Equity Skew ETF

22 hedge funds and large institutions have $66.2M invested in LeaderShares Equity Skew ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
13
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$25.8M 965,011 +42,514 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.6M 547,654 +39,092 +8%
LPL Financial
3
LPL Financial
California
$6.42M 240,339 +87,523 +57%
AAS
4
Avantax Advisory Services
Texas
$5.47M 204,713 +8,469 +4%
MIAN
5
Mariner Independent Advisor Network
Kansas
$3.53M 132,335 +132,335 New
FFG
6
Ford Financial Group
California
$3.3M 123,423 +23,614 +24%
AWS
7
Atria Wealth Solutions
New York
$1.67M 62,459 +15,223 +32%
PAG
8
Private Advisor Group
New Jersey
$1.37M 51,186 -2,172 -4%
GIA
9
Gladstone Institutional Advisory
Florida
$1.1M 41,265 +3,040 +8%
IWM
10
IHT Wealth Management
Illinois
$704K 26,356 +2,020 +8%
OMC
11
Old Mission Capital
Illinois
$564K 21,128 +6,936 +49%
GLA
12
Good Life Advisors
Pennsylvania
$415K 15,559 +27 +0.2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$357K 13,360 +5,009 +60%
EWA
14
Evolution Wealth Advisors
Florida
$296K 11,070
SG
15
StoneX Group
New York
$216K 8,084 +321 +4%
Osaic Holdings
16
Osaic Holdings
Arizona
$202K 7,537 -18 -0.2%
HI
17
Harbour Investments
Wisconsin
$100K 3,599
GRP
18
Global Retirement Partners
California
$64K 2,274 -895 -28%
UBS Group
19
UBS Group
Switzerland
$34K 1,266 +1,250 +7,813%
Morgan Stanley
20
Morgan Stanley
New York
$31K 1,176 +1,176 New
Wells Fargo
21
Wells Fargo
California
$12K 434
PTC
22
Private Trust Company
Ohio
$3K 115 +115 New
CFG
23
Cooper Financial Group
California
-30,073 Closed
APW
24
Aurora Private Wealth
New Jersey
-7,252 Closed
CFGS
25
Concourse Financial Group Securities
Alabama