LeaderShares Dynamic Yield ETF
DYLD
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
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
Holders
25
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$609K | |
| 2 | +$471K | |
| 3 | +$449K | |
| 4 |
LPL Financial
San Diego,
California
|
+$236K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$142K |
Top Sellers
| 1 | -$7.01M | |
| 2 | -$3.81M | |
| 3 | -$213K | |
| 4 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
-$172K |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$169K |