SQEW

LeaderShares Equity Skew ETF

Investor Moves

Name	Value	Action	Change	Price	Current Price
Ken GriffinCitadel Advisors $-694.2K ExitQ4 2025 $694k -- --
Ken GriffinCitadel Advisors $147.8K AddQ3 2025 $148k -- --
Ken GriffinCitadel Advisors $-302.9K ExitQ1 2025 $303k -- --
Ken GriffinCitadel Advisors $-675.9K ExitQ3 2024 $676k -- --

Trade SQEW

About LeaderShares Equity Skew ETF

The LeaderShares Equity Skew ETF aims for substantial long-term capital appreciation. This actively managed exchange-traded fund primarily invests in equity securities, allocating a minimum of 80% of its net assets, including any borrowed capital, to stocks. This includes direct stock investments and holdings in other equity-focused ETFs. The fund employs a contrarian strategy, systematically increasing exposure to underperforming asset classes and/or factors while reducing positions in outperforming ones, all based on comprehensive quantitative research. Its core equity exposures encompass large-cap growth, large-cap value, small-cap growth, small-cap value, and emerging market equities. The allocation to these styles is determined through proprietary quantitative methodologies that integrate "statistical skew" – a measure of the asymmetry in a return distribution among various constituents. By evaluating skewness, the adviser assesses how recent returns of each of the five equity groups align with their historical return patterns. This process typically results in higher allocations to security groups that have recently underperformed and lower allocations to those that have recently outperformed during portfolio rebalancing. The ETF further restricts its investments to equity securities with a minimum market capitalization of $1 billion.

IPO Date: May 12, 2020

Market Data

Open: $35.20
High: $35.30
Low: $35.20
Volume: 4K
Avg Volume: 30.6K
52W High: $38.94
52W Low: $27.15

Valuation

Market Cap: $54M
Dividend Yield: 68.9%

Financials

Financial statement snapshot is not available yet.

Events

DividendOct 23

$0.689