SQEW icon

LeaderShares Equity Skew ETF

24 hedge funds and large institutions have $118M invested in LeaderShares Equity Skew ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
3
Increased
9
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$68.9M 2,207,139 +14,468 +0.7%
LPL Financial
2
LPL Financial
California
$23.6M 755,487 +149,372 +25%
PIA
3
Perennial Investment Advisors
California
$3.93M 125,921 +2,755 +2%
Mariner
4
Mariner
Kansas
$3.6M 115,243 -23,386 -17%
PAG
5
Private Advisor Group
New Jersey
$3.18M 101,751 +2,260 +2%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$2.29M 73,302 -2,895 -4%
AWS
7
Atria Wealth Solutions
New York
$2.24M 71,789 -2,825 -4%
IWM
8
IHT Wealth Management
Illinois
$1.7M 54,482 +23,350 +75%
GIA
9
Gladstone Institutional Advisory
Florida
$1.29M 41,444 +311 +0.8%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.18M 37,779 -170 -0.4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.05M 33,648 -285 -0.8%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$654K 20,964 +20,964 New
CAS
13
Coppell Advisory Solutions
Texas
$637K 20,413 -28 -0.1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$611K 19,560 -275 -1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$544K 17,437 +466 +3%
GLA
16
Good Life Advisors
Pennsylvania
$539K 17,282 +16 +0.1%
AWM
17
AE Wealth Management
Kansas
$461K 14,851 +14,851 New
OMC
18
Old Mission Capital
Illinois
$350K 11,205 -6,911 -38%
APW
19
Aurora Private Wealth
New Jersey
$319K 10,218 -698 -6%
Osaic Holdings
20
Osaic Holdings
Arizona
$309K 9,907 -2,679 -21%
HI
21
Harbour Investments
Wisconsin
$264K 8,443 -300 -3%
Morgan Stanley
22
Morgan Stanley
New York
$73.4K 2,352 +1,176 +100%
IA
23
IFP Advisors
Florida
$8.4K 269
UBS Group
24
UBS Group
Switzerland
$843 27 +27 New
FD
25
Financial Designs
California
-645,366 Closed