LeaderShares Dynamic Yield ETF
DYLD
25 hedge funds and large institutions have $62.6M invested in LeaderShares Dynamic Yield ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
9% more funds holding
Funds holding: 23 → 25 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.3% less ownership
Funds ownership: 91.76% → 85.46% (-6.3%)
14% less capital invested
Capital invested by funds: $72.8M → $62.6M (-$10.1M)
50% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$610K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$470K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$450K |
| 4 |
LPL Financial
San Diego,
California
|
+$237K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$142K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
-$7.01M |
| 2 |
Jane Street
New York
|
-$3.81M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$212K |
| 4 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
-$173K |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$169K |
DYLD Hedge Fund Activity: Q1 2024 in Review
25 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Dynamic Yield ETF (DYLD) for Q1 2024, worth a combined $62.6M — down 14% from $72.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DYLD positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 14 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $610K. The largest seller was Redwood Investment Management, cutting an estimated $7.01M.
- 25 institutional investors held LeaderShares Dynamic Yield ETF (DYLD) as of Q1 2024, up from 23 in Q4 2023.
- Funds reported $62.6M of LeaderShares Dynamic Yield ETF stock for Q1 2024, down 14% quarter-over-quarter.
- 4 funds opened new LeaderShares Dynamic Yield ETF positions in Q1 2024 and 1 closed out, a net change of +3 holders.
- The largest LeaderShares Dynamic Yield ETF buyer in Q1 2024 was Citadel Advisors, an estimated $610K added.
- The largest LeaderShares Dynamic Yield ETF seller in Q1 2024 was Redwood Investment Management, an estimated $7.01M sold.
Based on aggregated 13F filings for Q1 2024.