LeaderShares Dynamic Yield ETF
DYLD
30 hedge funds and large institutions have $92.5M invested in LeaderShares Dynamic Yield ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
38% more capital invested
Capital invested by funds: $67.3M → $92.5M (+$25.3M)
30% more funds holding
Funds holding: 23 → 30 (+7)
12.9% more ownership
Funds ownership: 74.44% → 87.33% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$12.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.82M |
| 3 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
+$4.2M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.43M |
| 5 |
Jane Street
New York
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFG
Ford Financial Group
Fresno,
California
|
-$4.07M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$782K |
| 3 |
FD
Financial Designs
Claremont,
California
|
-$335K |
| 4 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
-$123K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$118K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
26
Private Trust Company
Cleveland,
Ohio
| $19.9K | – | – | – |
|
27
JP Morgan Chase
New York
| $7K | +$6.59K | +294 | New |
|
|
BAM
28
Belpointe Asset Management
Reno,
Nevada
| $6.51K | – | – | – |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $2.25K | +$2.02K | +90 | New |
|
30
Fidelity Investments
Boston,
Massachusetts
| $23 | +$22 | +1 | New |
|
|
FFG
31
Ford Financial Group
Fresno,
California
| – | -$4.07M | -184,485 | Closed |
|
DYLD Hedge Fund Activity: Q1 2023 in Review
30 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Dynamic Yield ETF (DYLD) for Q1 2023, worth a combined $92.5M — up 38% from $67.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DYLD positions and 1 closed out — a net gain of 7 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was Redwood Investment Management, adding an estimated $12.8M. The largest seller was Ford Financial Group, exiting entirely with an estimated $4.07M sold.
- 30 institutional investors held LeaderShares Dynamic Yield ETF (DYLD) as of Q1 2023, up from 23 in Q4 2022.
- Funds reported $92.5M of LeaderShares Dynamic Yield ETF stock for Q1 2023, up 38% quarter-over-quarter.
- 8 funds opened new LeaderShares Dynamic Yield ETF positions in Q1 2023 and 1 closed out, a net change of +7 holders.
- The largest LeaderShares Dynamic Yield ETF buyer in Q1 2023 was Redwood Investment Management, an estimated $12.8M added.
- The largest LeaderShares Dynamic Yield ETF seller in Q1 2023 was Ford Financial Group, an estimated $4.07M sold.
Based on aggregated 13F filings for Q1 2023.