LeaderShares Dynamic Yield ETF
DYLD
26 hedge funds and large institutions have $80.8M invested in LeaderShares Dynamic Yield ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 4 closing their positions.
1.49% more ownership
Funds ownership: 86.78% → 88.26% (+1.5%)
0% more funds holding
Funds holding: 26 → 26 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
12% less capital invested
Capital invested by funds: $91.4M → $80.8M (-$10.6M)
50% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$5.19M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.75M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.03M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$493K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$56.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$16M |
| 2 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
-$1.24M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.24M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$953K |
| 5 |
Jane Street
New York
|
-$918K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $1.96K | – | – | – |
|
|
BFG
27
Bleakley Financial Group
Fairfield,
New Jersey
| – | -$1.24M | -55,396 | Closed |
|
|
SS
28
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$1.24M | -55,396 | Closed |
|
|
CA
29
Claro Advisors
Boston,
Massachusetts
| – | -$268K | -11,948 | Closed |
|
30
Morgan Stanley
New York
| – | -$67 | -3 | Closed |
|
DYLD Hedge Fund Activity: Q3 2023 in Review
26 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Dynamic Yield ETF (DYLD) for Q3 2023, worth a combined $80.8M — down 12% from $91.4M a quarter earlier.
Fund positioning in DYLD was balanced in Q3 2023: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 14 trimmed.
The largest buyer was Redwood Investment Management, adding an estimated $5.19M. The largest seller was Envestnet Asset Management, cutting an estimated $16M.
- 26 institutional investors held LeaderShares Dynamic Yield ETF (DYLD) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $80.8M of LeaderShares Dynamic Yield ETF stock for Q3 2023, down 12% quarter-over-quarter.
- 4 funds opened new LeaderShares Dynamic Yield ETF positions in Q3 2023 and 4 closed out, a net change of 0 holders.
- The largest LeaderShares Dynamic Yield ETF buyer in Q3 2023 was Redwood Investment Management, an estimated $5.19M added.
- The largest LeaderShares Dynamic Yield ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $16M sold.
Based on aggregated 13F filings for Q3 2023.