DYLD icon

LeaderShares Dynamic Yield ETF
DYLD

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+7
Holders Change %
+30.43%
% of All Funds
0.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
14
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIM
Redwood Investment Management
Arizona
+$12.9M
2
LPL Financial
LPL Financial
California
+$4.84M
3
PIA
Perennial Investment Advisors
California
+$4.22M
4
SS
Simplicity Solutions
Minnesota
+$1.44M
5
Jane Street
Jane Street
New York
+$1.12M

Top Sellers

1
FFG
Ford Financial Group
California
-$4.07M
2
AAS
Avantax Advisory Services
Texas
-$786K
3
FD
Financial Designs
California
-$337K
4
BFG
Bleakley Financial Group
New Jersey
-$123K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$118K
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
26
Private Trust Company
Ohio
$19.9K – – –
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$7K +$7K +294 New
BAM
28
Belpointe Asset Management
Nevada
$6.51K – – –
IA
29
IFP Advisors
Florida
$2.25K +$2.25K +90 New
Fidelity Investments
30
Fidelity Investments
Massachusetts
$23 +$23 +1 New
FFG
31
Ford Financial Group
California
– -$4.07M -184,485 Closed
1
2