LeaderShares Dynamic Yield ETF
DYLD
23 hedge funds and large institutions have $62.7M invested in LeaderShares Dynamic Yield ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 4 closing their positions.
0.51% more ownership
Funds ownership: 90.65% → 91.16% (+0.51%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $63.1M → $62.7M (-$362K)
12% less funds holding
Funds holding: 26 → 23 (-3)
42% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 12
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
|
+$1.83M |
| 2 |
LPL Financial
San Diego,
California
|
+$438K |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$231K |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$203K |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$112K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
-$1.34M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.07M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$631K |
| 4 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
-$547K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$510K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
26
CoreCap Advisors
Southfield,
Michigan
| – | -$26.2K | -1,167 | Closed |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$5.41K | -241 | Closed |
|
DYLD Hedge Fund Activity: Q3 2024 in Review
23 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Dynamic Yield ETF (DYLD) for Q3 2024, worth a combined $62.7M — down 0.57% from $63.1M 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 7 added.
The largest buyer was Jane Street, adding an estimated $1.83M. The largest seller was Redwood Investment Management, cutting an estimated $1.34M.
- 23 institutional investors held LeaderShares Dynamic Yield ETF (DYLD) as of Q3 2024, down from 26 in Q2 2024.
- Funds reported $62.7M of LeaderShares Dynamic Yield ETF stock for Q3 2024, down 0.57% quarter-over-quarter.
- 1 fund opened new LeaderShares Dynamic Yield ETF positions in Q3 2024 and 4 closed out, a net change of -3 holders.
- The largest LeaderShares Dynamic Yield ETF buyer in Q3 2024 was Jane Street, an estimated $1.83M added.
- The largest LeaderShares Dynamic Yield ETF seller in Q3 2024 was Redwood Investment Management, an estimated $1.34M sold.
Based on aggregated 13F filings for Q3 2024.