LeaderShares Dynamic Yield ETF
DYLD
16 hedge funds and large institutions have $60.3M invested in LeaderShares Dynamic Yield ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 3 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
0.75% more ownership
Funds ownership: 67.04% → 67.79% (+0.75%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $60.4M → $60.3M (-$68.3K)
11% less funds holding
Funds holding: 18 → 16 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.83M |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$1.14M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$842K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$828K |
| 5 |
FFG
Ford Financial Group
Fresno,
California
|
+$713K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFG
Cooper Financial Group
Irvine,
California
|
-$1.33M |
| 2 |
Jane Street
New York
|
-$1.31M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.15M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$273K |
| 5 |
TSS
Two Sigma Securities
New York
|
-$235K |
DYLD Hedge Fund Activity: Q3 2022 in Review
16 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Dynamic Yield ETF (DYLD) for Q3 2022, worth a combined $60.3M — down 0.11% from $60.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of DYLD and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 10 added.
The largest buyer was LPL Financial, adding an estimated $2.83M. The largest seller was Cooper Financial Group, exiting entirely with an estimated $1.33M sold.
- 16 institutional investors held LeaderShares Dynamic Yield ETF (DYLD) as of Q3 2022, down from 18 in Q2 2022.
- Funds reported $60.3M of LeaderShares Dynamic Yield ETF stock for Q3 2022, down 0.11% quarter-over-quarter.
- 1 fund opened new LeaderShares Dynamic Yield ETF positions in Q3 2022 and 3 closed out, a net change of -2 holders.
- The largest LeaderShares Dynamic Yield ETF buyer in Q3 2022 was LPL Financial, an estimated $2.83M added.
- The largest LeaderShares Dynamic Yield ETF seller in Q3 2022 was Cooper Financial Group, an estimated $1.33M sold.
Based on aggregated 13F filings for Q3 2022.