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LeaderShares Equity Skew ETF

30 hedge funds and large institutions have $105M invested in LeaderShares Equity Skew ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
14
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$30.4M 1,048,513 +514,911 +96%
FD
2
Financial Designs
California
$19.4M 669,373 -17,905 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.5M 602,666 +16,888 +3%
LPL Financial
4
LPL Financial
California
$11.8M 406,465 +93,900 +30%
AAS
5
Avantax Advisory Services
Texas
$4.51M 155,503 -27,829 -15%
Mariner
6
Mariner
Kansas
$4.12M 142,014 -3,056 -2%
PIA
7
Perennial Investment Advisors
California
$3.67M 126,617 +126,617 New
PAG
8
Private Advisor Group
New Jersey
$2.48M 85,590 +9,730 +13%
AWS
9
Atria Wealth Solutions
New York
$2.26M 77,942 +3,075 +4%
GIA
10
Gladstone Institutional Advisory
Florida
$1.23M 42,328 -1,193 -3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$891K 30,755 +459 +2%
IWM
12
IHT Wealth Management
Illinois
$810K 27,955 +2,413 +9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$762K 26,295 +11,382 +76%
BFG
14
Bleakley Financial Group
New Jersey
$684K 23,589 -9 -0%
SS
15
Simplicity Solutions
Minnesota
$684K 23,589 +23,589 New
CAS
16
Coppell Advisory Solutions
Texas
$577K 19,986 -455 -2%
CASC
17
Coppell Advisory Solutions Corp
Texas
$577K 19,986 -455 -2%
GLA
18
Good Life Advisors
Pennsylvania
$506K 17,474 -258 -1%
OMC
19
Old Mission Capital
Illinois
$496K 17,120 +17,120 New
SG
20
StoneX Group
New York
$268K 9,232 +1,413 +18%
Osaic Holdings
21
Osaic Holdings
Arizona
$254K 8,754 +975 +13%
APW
22
Aurora Private Wealth
New Jersey
$252K 8,687 +431 +5%
HI
23
Harbour Investments
Wisconsin
$239K 8,235 +1,717 +26%
CA
24
Claro Advisors
Massachusetts
$236K 8,146 +8,146 New
GRP
25
Global Retirement Partners
California
$161K 5,693 +607 +12%