LeaderShares Dynamic Yield ETF
DYLD
23 hedge funds and large institutions have $72.8M invested in LeaderShares Dynamic Yield ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 4 closing their positions.
3.49% more ownership
Funds ownership: 88.26% → 91.76% (+3.5%)
10% less capital invested
Capital invested by funds: $80.8M → $72.8M (-$8M)
12% less funds holding
Funds holding: 26 → 23 (-3)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$5.08M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.23M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$449K |
| 4 |
Mariner
Overland Park,
Kansas
|
+$203K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$62.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FD
Financial Designs
Claremont,
California
|
-$11.5M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$2.74M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.54M |
| 4 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
-$976K |
| 5 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
-$282K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
26
Global Retirement Partners
San Rafael,
California
| – | -$173K | -7,968 | Closed |
|
27
Bank of America
Charlotte,
North Carolina
| – | -$3.92K | -180 | Closed |
|
DYLD Hedge Fund Activity: Q4 2023 in Review
23 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Dynamic Yield ETF (DYLD) for Q4 2023, worth a combined $72.8M — down 9.9% from $80.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of DYLD and 1 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 9 added.
The largest buyer was Jane Street, adding an estimated $5.08M. The largest seller was Financial Designs, exiting entirely with an estimated $11.5M sold.
- 23 institutional investors held LeaderShares Dynamic Yield ETF (DYLD) as of Q4 2023, down from 26 in Q3 2023.
- Funds reported $72.8M of LeaderShares Dynamic Yield ETF stock for Q4 2023, down 9.9% quarter-over-quarter.
- 1 fund opened new LeaderShares Dynamic Yield ETF positions in Q4 2023 and 4 closed out, a net change of -3 holders.
- The largest LeaderShares Dynamic Yield ETF buyer in Q4 2023 was Jane Street, an estimated $5.08M added.
- The largest LeaderShares Dynamic Yield ETF seller in Q4 2023 was Financial Designs, an estimated $11.5M sold.
Based on aggregated 13F filings for Q4 2023.