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LeaderShares Dynamic Yield ETF
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Overview Fund Activity

23 hedge funds and large institutions have $67.3M invested in LeaderShares Dynamic Yield ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+7
Holders Change %
+43.75%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
9
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$10.6M
2
Mariner
Mariner
Kansas
$1.24M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$798K
4
GLA
Good Life Advisors
Pennsylvania
$619K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.8M

Top Sellers

1
RIM
Redwood Investment Management
Arizona
$5.59M
2
AAS
Avantax Advisory Services
Texas
$4.89M
3
Jane Street
Jane Street
New York
$0
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$299K
5
IWM
IHT Wealth Management
Illinois
$1.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.8M +$426K +19,318 +3%
FD
2
Financial Designs
California
$13M +$13M +589,159 New
LPL Financial
3
LPL Financial
California
$10.6M +$3.53M +160,026 +50%
RIM
4
Redwood Investment Management
Arizona
$5.59M -$13M -590,302 -70%
AAS
5
Avantax Advisory Services
Texas
$4.89M -$629K -28,486 -11%
FFG
6
Ford Financial Group
California
$4.07M +$130K +5,900 +3%
AWS
7
Atria Wealth Solutions
New York
$3.13M +$333K +15,066 +12%
IWM
8
IHT Wealth Management
Illinois
$1.67M -$69.1K -3,128 -4%
BFG
9
Bleakley Financial Group
New Jersey
$1.53M +$1.53M +69,372 New
Mariner
10
Mariner
Kansas
$1.24M +$1.24M +56,028 New
GIA
11
Gladstone Institutional Advisory
Florida
$979K -$10.5K -474 -1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$798K +$798K +36,155 New
CAS
13
Coppell Advisory Solutions
Texas
$643K +$643K +29,127 New
CASC
14
Coppell Advisory Solutions Corp
Texas
$643K +$643K +29,127 New
GLA
15
Good Life Advisors
Pennsylvania
$619K +$619K +28,029 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$299K -$111K -5,044 -27%
Osaic Holdings
17
Osaic Holdings
Arizona
$296K +$73.3K +3,318 +33%
HI
18
Harbour Investments
Wisconsin
$290K +$105K +4,738 +56%
GRP
19
Global Retirement Partners
California
$127K +$24.8K +1,124 +24%
PTC
20
Private Trust Company
Ohio
$19K +$19K +881 New
UBS Group
21
UBS Group
Switzerland
$14.5K +$4.24K +192 +41%
BAM
22
Belpointe Asset Management
Nevada
$6.38K +$6.38K +289 New
PAG
23
Private Advisor Group
New Jersey
$2.58K +$731 +33,105 +40%
Jane Street
24
Jane Street
New York
– -$404K -18,603 Closed