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LeaderShares Dynamic Yield ETF
DYLD

14 hedge funds and large institutions have $33.9M invested in LeaderShares Dynamic Yield ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.8% less ownership

Funds ownership: 84.76% → 83.96% (-0.8%)

4% less capital invested

Capital invested by funds: $35.5M → $33.9M (-$1.59M)

18% less funds holding

Funds holding: 17 → 14 (-3)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

78% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 9

Holders
14
Holders Change
-3
Holders Change %
-17.65%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIM
Redwood Investment Management
Arizona
+$1M
2
Citadel Advisors
Citadel Advisors
Florida
+$293K
3
AF
Allworth Financial
California
+$31.5K
4
Morgan Stanley
Morgan Stanley
New York
+$23

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$814K
2
Jane Street
Jane Street
New York
-$284K
3
UBS Group
UBS Group
Switzerland
-$281K
4
Goldman Sachs
Goldman Sachs
New York
-$274K
5
GIA
Gladstone Institutional Advisory
Florida
-$244K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$14.7M -$814K -36,091 -5%
RIM
2
Redwood Investment Management
Arizona
$13.1M +$1M +44,519 +8%
Citadel Advisors
3
Citadel Advisors
Florida
$2.02M +$293K +12,983 +17%
PAG
4
Private Advisor Group
New Jersey
$1.17M -$187K -8,281 -14%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$638K -$240K -10,651 -27%
IWM
6
IHT Wealth Management
Illinois
$574K -$3.77K -167 -0.6%
GVAG
7
Great Valley Advisor Group
Delaware
$520K -$20.1K -892 -4%
UBS Group
8
UBS Group
Switzerland
$495K -$281K -12,466 -36%
Jane Street
9
Jane Street
New York
$316K -$284K -12,571 -47%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$214K -$23 -1 -0%
HI
11
Harbour Investments
Wisconsin
$52.5K -$20.9K -926 -28%
AF
12
Allworth Financial
California
$31.3K +$31.5K +1,398 New
Osaic Holdings
13
Osaic Holdings
Arizona
$5.31K – – –
Morgan Stanley
14
Morgan Stanley
New York
$40 +$23 +1 New
AWM
15
AE Wealth Management
Kansas
$5 – – –
Goldman Sachs
16
Goldman Sachs
New York
– -$274K -12,122 Closed
GIA
17
Gladstone Institutional Advisory
Florida
– -$244K -10,802 Closed
CAS
18
Coppell Advisory Solutions
Texas
– -$218K -9,620 Closed
Wells Fargo
19
Wells Fargo
California
– -$3.39K -150 Closed

DYLD Hedge Fund Activity: Q1 2026 in Review

14 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Dynamic Yield ETF (DYLD) for Q1 2026, worth a combined $33.9M — down 4.5% from $35.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of DYLD and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 2 added.

The largest buyer was Redwood Investment Management, adding an estimated $1M. The largest seller was LPL Financial, cutting an estimated $814K.

  • 14 institutional investors held LeaderShares Dynamic Yield ETF (DYLD) as of Q1 2026, down from 17 in Q4 2025.
  • Funds reported $33.9M of LeaderShares Dynamic Yield ETF stock for Q1 2026, down 4.5% quarter-over-quarter.
  • 2 funds opened new LeaderShares Dynamic Yield ETF positions in Q1 2026 and 4 closed out, a net change of -2 holders.
  • The largest LeaderShares Dynamic Yield ETF buyer in Q1 2026 was Redwood Investment Management, an estimated $1M added.
  • The largest LeaderShares Dynamic Yield ETF seller in Q1 2026 was LPL Financial, an estimated $814K sold.

Based on aggregated 13F filings for Q1 2026.