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LeaderShares Equity Skew ETF
SQEW

Overview Fund Activity

27 hedge funds and large institutions have $80.2M invested in LeaderShares Equity Skew ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
11
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FD
1
Financial Designs
California
$19M
2
Mariner
2
Mariner
Kansas
$4.02M
3
LPL Financial
3
LPL Financial
California
$8.66M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$840K

Top Sellers

1
RIM
1
Redwood Investment Management
Arizona
$14.8M
2
AAS
2
Avantax Advisory Services
Texas
$5.08M
3
OMC
3
Old Mission Capital
Illinois
$0
4
UBS Group
4
UBS Group
Switzerland
$1.19K
5
IWM
5
IHT Wealth Management
Illinois
$708K
Name Market Value Shares Shares
Change 		Shares
Change %
FD
1
Financial Designs
California
$19M 687,278 +687,278 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.2M 585,778 +38,124 +7%
RIM
3
Redwood Investment Management
Arizona
$14.8M 533,602 -431,409 -45%
LPL Financial
4
LPL Financial
California
$8.66M 312,565 +72,226 +30%
AAS
5
Avantax Advisory Services
Texas
$5.08M 183,332 -21,381 -10%
Mariner
6
Mariner
Kansas
$4.02M 145,070 +145,070 New
FFG
7
Ford Financial Group
California
$3.51M 126,520 +3,097 +3%
AWS
8
Atria Wealth Solutions
New York
$2.07M 74,867 +12,408 +20%
GIA
9
Gladstone Institutional Advisory
Florida
$1.21M 43,521 +2,256 +5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$840K 30,296 +30,296 New
IWM
11
IHT Wealth Management
Illinois
$708K 25,542 -814 -3%
BFG
12
Bleakley Financial Group
New Jersey
$654K 23,598 +23,598 New
CAS
13
Coppell Advisory Solutions
Texas
$566K 20,441 +20,441 New
CASC
14
Coppell Advisory Solutions Corp
Texas
$566K 20,441 +20,441 New
GLA
15
Good Life Advisors
Pennsylvania
$491K 17,732 +2,173 +14%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$413K 14,913 +1,553 +12%
EWA
17
Evolution Wealth Advisors
Florida
$307K 11,070 – –
APW
18
Aurora Private Wealth
New Jersey
$229K 8,256 +8,256 New
SG
19
StoneX Group
New York
$217K 7,819 -265 -3%
Osaic Holdings
20
Osaic Holdings
Arizona
$216K 7,779 +242 +3%
HI
21
Harbour Investments
Wisconsin
$181K 6,518 +2,919 +81%
GRP
22
Global Retirement Partners
California
$141K 5,086 +2,812 +124%
Morgan Stanley
23
Morgan Stanley
New York
$32.6K 1,176 – –
Wells Fargo
24
Wells Fargo
California
$12K 434 – –
PTC
25
Private Trust Company
Ohio
$3K 115 – –
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