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LeaderShares Equity Skew ETF
SQEW

Overview Fund Activity

27 hedge funds and large institutions have $111M invested in LeaderShares Equity Skew ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
1
Increased
15
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIM
1
Redwood Investment Management
Arizona
$32.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19M
3
LPL Financial
3
LPL Financial
California
$13.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$498K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$969K

Top Sellers

1
FD
1
Financial Designs
California
$19.7M
2
AAS
2
Avantax Advisory Services
Texas
$4.27M
3
CAS
3
Coppell Advisory Solutions
Texas
$515K
4
BFG
4
Bleakley Financial Group
New Jersey
$652K
5
SS
5
Simplicity Solutions
Minnesota
$652K
Name Market Value Shares Shares
Change 		Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$32.7M 1,093,144 +44,631 +4%
FD
2
Financial Designs
California
$19.7M 656,343 -13,030 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19M 635,259 +32,593 +5%
LPL Financial
4
LPL Financial
California
$13.1M 438,791 +32,326 +8%
Mariner
5
Mariner
Kansas
$4.34M 144,943 +2,929 +2%
AAS
6
Avantax Advisory Services
Texas
$4.27M 142,752 -12,751 -8%
PIA
7
Perennial Investment Advisors
California
$3.75M 125,136 -1,481 -1%
PAG
8
Private Advisor Group
New Jersey
$2.7M 90,305 +4,715 +6%
AWS
9
Atria Wealth Solutions
New York
$2.35M 78,578 +636 +0.8%
GIA
10
Gladstone Institutional Advisory
Florida
$1.28M 42,782 +454 +1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$969K 32,366 +6,071 +23%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$954K 31,855 +1,100 +4%
IWM
13
IHT Wealth Management
Illinois
$887K 29,629 +1,674 +6%
SS
14
Simplicity Solutions
Minnesota
$652K 21,779 -1,810 -8%
BFG
15
Bleakley Financial Group
New Jersey
$652K 21,779 -1,810 -8%
OMC
16
Old Mission Capital
Illinois
$609K 20,350 +3,230 +19%
GLA
17
Good Life Advisors
Pennsylvania
$518K 17,283 -191 -1%
CAS
18
Coppell Advisory Solutions
Texas
$515K 17,335 -2,651 -13%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$498K 16,632 +16,632 New
APW
20
Aurora Private Wealth
New Jersey
$284K 9,467 +780 +9%
SG
21
StoneX Group
New York
$275K 9,172 -60 -0.6%
Osaic Holdings
22
Osaic Holdings
Arizona
$264K 8,816 +62 +0.7%
HI
23
Harbour Investments
Wisconsin
$263K 8,776 +541 +7%
CA
24
Claro Advisors
Massachusetts
$259K 8,642 +496 +6%
GRP
25
Global Retirement Partners
California
$169K 5,646 -47 -0.8%
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