LeaderShares Dynamic Yield ETF
DYLD
18 hedge funds and large institutions have $60.4M invested in LeaderShares Dynamic Yield ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
50% more funds holding
Funds holding: 12 → 18 (+6)
30% more capital invested
Capital invested by funds: $46.5M → $60.4M (+$13.9M)
14.66% more ownership
Funds ownership: 52.37% → 67.04% (+15%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.48M |
| 2 |
FFG
Ford Financial Group
Fresno,
California
|
+$3.36M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.07M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$1.71M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.24M |
| 2 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
-$289K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$30.9K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.37K |
DYLD Hedge Fund Activity: Q2 2022 in Review
18 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Dynamic Yield ETF (DYLD) for Q2 2022, worth a combined $60.4M — up 30% from $46.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DYLD positions and 1 closed out — a net gain of 6 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $4.48M. The largest seller was Citadel Advisors, cutting an estimated $1.24M.
- 18 institutional investors held LeaderShares Dynamic Yield ETF (DYLD) as of Q2 2022, up from 12 in Q1 2022.
- Funds reported $60.4M of LeaderShares Dynamic Yield ETF stock for Q2 2022, up 30% quarter-over-quarter.
- 7 funds opened new LeaderShares Dynamic Yield ETF positions in Q2 2022 and 1 closed out, a net change of +6 holders.
- The largest LeaderShares Dynamic Yield ETF buyer in Q2 2022 was LPL Financial, an estimated $4.48M added.
- The largest LeaderShares Dynamic Yield ETF seller in Q2 2022 was Citadel Advisors, an estimated $1.24M sold.
Based on aggregated 13F filings for Q2 2022.