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LeaderShares Dynamic Yield ETF

26 hedge funds and large institutions have $91.4M invested in LeaderShares Dynamic Yield ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-4
Holders Change %
-13.33%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
13
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$67 +$67 +3 New
UBS Group
27
UBS Group
Switzerland
-$73.6K -3,267 Closed
PTC
28
Private Trust Company
Ohio
-$19.9K -881 Closed
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
-$7K -294 Closed
BAM
30
Belpointe Asset Management
Nevada
-$6.51K -289 Closed
Fidelity Investments
31
Fidelity Investments
Massachusetts
-$23 -1 Closed