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LeaderShares Dynamic Yield ETF

9 hedge funds and large institutions have $46.4M invested in LeaderShares Dynamic Yield ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding

Funds holding: 39 (+6)

18% more capital invested

Capital invested by funds: $39.3M → $46.4M (+$7.17M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1,492.61% less ownership

Funds ownership: 1,562.57%69.95% (-1,493%)

Holders
9
Holders Change
+6
Holders Change %
+200%
% of All Funds
0.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
3
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$21.3M +$361K +14,221 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15M +$192K +7,566 +1%
AAS
3
Avantax Advisory Services
Texas
$5.25M +$5.33M +209,848 New
HI
4
Harbour Investments
Wisconsin
$3.59M +$113K +4,430 +3%
Jane Street
5
Jane Street
New York
$680K +$689K +27,119 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$375K +$380K +14,973 New
Principal Financial Group
7
Principal Financial Group
Iowa
$312K +$316K +12,445 New
Osaic Holdings
8
Osaic Holdings
Arizona
$10K +$10.3K +407 New
UBS Group
9
UBS Group
Switzerland
$5K +$5.36K +211 New

DYLD Hedge Fund Activity: Q3 2021 in Review

9 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Dynamic Yield ETF (DYLD) for Q3 2021, worth a combined $46.4M — up 18% from $39.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DYLD positions and 0 closed out — a net gain of 6 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $5.33M.

  • 9 institutional investors held LeaderShares Dynamic Yield ETF (DYLD) as of Q3 2021, up from 3 in Q2 2021.
  • Funds reported $46.4M of LeaderShares Dynamic Yield ETF stock for Q3 2021, up 18% quarter-over-quarter.
  • 6 funds opened new LeaderShares Dynamic Yield ETF positions in Q3 2021 and 0 closed out, a net change of +6 holders.
  • The largest LeaderShares Dynamic Yield ETF buyer in Q3 2021 was Avantax Advisory Services, an estimated $5.33M added.

Based on aggregated 13F filings for Q3 2021.