LeaderShares Dynamic Yield ETF
DYLD
26 hedge funds and large institutions have $63.1M invested in LeaderShares Dynamic Yield ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
5.2% more ownership
Funds ownership: 85.46% → 90.65% (+5.2%)
4% more funds holding
Funds holding: 25 → 26 (+1)
1% more capital invested
Capital invested by funds: $62.6M → $63.1M (+$433K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
54% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$4.14M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.07M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$594K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$94.7K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$51.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.68M |
| 2 |
LPL Financial
San Diego,
California
|
-$762K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$682K |
| 4 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
-$502K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$471K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $22 | – | – | – |
|
|
27
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$682K | -30,257 | Closed |
|
|
28
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$471K | -20,832 | Closed |
|
29
Osaic Holdings
Scottsdale,
Arizona
| – | -$306K | -13,573 | Closed |
|
DYLD Hedge Fund Activity: Q2 2024 in Review
26 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Dynamic Yield ETF (DYLD) for Q2 2024, worth a combined $63.1M — up 0.69% from $62.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DYLD positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 13 trimmed.
The largest buyer was Redwood Investment Management, adding an estimated $4.14M. The largest seller was Jane Street, cutting an estimated $1.68M.
- 26 institutional investors held LeaderShares Dynamic Yield ETF (DYLD) as of Q2 2024, up from 25 in Q1 2024.
- Funds reported $63.1M of LeaderShares Dynamic Yield ETF stock for Q2 2024, up 0.69% quarter-over-quarter.
- 5 funds opened new LeaderShares Dynamic Yield ETF positions in Q2 2024 and 3 closed out, a net change of +2 holders.
- The largest LeaderShares Dynamic Yield ETF buyer in Q2 2024 was Redwood Investment Management, an estimated $4.14M added.
- The largest LeaderShares Dynamic Yield ETF seller in Q2 2024 was Jane Street, an estimated $1.68M sold.
Based on aggregated 13F filings for Q2 2024.