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LeaderShares Equity Skew ETF
SQEW

Overview Fund Activity

22 hedge funds and large institutions have $101M invested in LeaderShares Equity Skew ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
9
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CASC
1
Coppell Advisory Solutions Corp
Texas
$610K
2
LPL Financial
2
LPL Financial
California
$25.3M
3
SG
3
StoneX Group
New York
$296K
4
IWM
4
IHT Wealth Management
Illinois
$1.92M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$2.46M

Top Sellers

1
RIM
1
Redwood Investment Management
Arizona
$50.3M
2
AWM
2
AE Wealth Management
Kansas
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$463K
5
PIA
5
Perennial Investment Advisors
California
$3.96M
Name Market Value Shares Shares
Change 		Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$50.3M 1,534,134 -673,005 -30%
LPL Financial
2
LPL Financial
California
$25.3M 769,515 +14,028 +2%
PIA
3
Perennial Investment Advisors
California
$3.96M 120,617 -5,304 -4%
Mariner
4
Mariner
Kansas
$3.82M 116,280 +1,037 +0.9%
PAG
5
Private Advisor Group
New Jersey
$3.36M 102,313 +562 +0.6%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$2.46M 74,842 +1,540 +2%
AWS
7
Atria Wealth Solutions
New York
$2.39M 72,918 +1,129 +2%
IWM
8
IHT Wealth Management
Illinois
$1.92M 58,435 +3,953 +7%
GIA
9
Gladstone Institutional Advisory
Florida
$1.29M 39,237 -2,207 -5%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.13M 34,569 +921 +3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.12M 34,047 -3,732 -10%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$632K 19,261 -299 -2%
CASC
13
Coppell Advisory Solutions Corp
Texas
$610K 18,587 +18,587 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$584K 17,809 +372 +2%
GLA
15
Good Life Advisors
Pennsylvania
$567K 17,283 +1 +0%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$463K 14,099 -6,865 -33%
APW
17
Aurora Private Wealth
New Jersey
$331K 10,209 -9 -0.1%
SG
18
StoneX Group
New York
$296K 9,031 +9,031 New
HI
19
Harbour Investments
Wisconsin
$254K 7,727 -716 -8%
Osaic Holdings
20
Osaic Holdings
Arizona
$238K 7,259 -2,648 -27%
IA
21
IFP Advisors
Florida
$8.83K 269 – –
TAM
22
Tucker Asset Management
Colorado
$8.7K 265 +265 New
AWM
23
AE Wealth Management
Kansas
– – -14,851 Closed
OMC
24
Old Mission Capital
Illinois
– – -11,205 Closed
Morgan Stanley
25
Morgan Stanley
New York
– – -2,352 Closed
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