LeaderShares Dynamic Yield ETF
DYLD
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.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
44% more funds holding
Funds holding: 16 → 23 (+7)
11% more capital invested
Capital invested by funds: $60.3M → $67.3M (+$6.92M)
6.65% more ownership
Funds ownership: 67.79% → 74.44% (+6.7%)
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
|
+$3.52M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$1.23M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$796K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$729K |
| 5 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$617K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
-$13M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$627K |
| 3 |
Jane Street
New York
|
-$404K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$111K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$68.8K |
DYLD Hedge Fund Activity: Q4 2022 in Review
23 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Dynamic Yield ETF (DYLD) for Q4 2022, worth a combined $67.3M — up 11% from $60.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DYLD positions and 1 closed out — a net gain of 8 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.52M. The largest seller was Redwood Investment Management, cutting an estimated $13M.
- 23 institutional investors held LeaderShares Dynamic Yield ETF (DYLD) as of Q4 2022, up from 16 in Q3 2022.
- Funds reported $67.3M of LeaderShares Dynamic Yield ETF stock for Q4 2022, up 11% quarter-over-quarter.
- 9 funds opened new LeaderShares Dynamic Yield ETF positions in Q4 2022 and 1 closed out, a net change of +8 holders.
- The largest LeaderShares Dynamic Yield ETF buyer in Q4 2022 was LPL Financial, an estimated $3.52M added.
- The largest LeaderShares Dynamic Yield ETF seller in Q4 2022 was Redwood Investment Management, an estimated $13M sold.
Based on aggregated 13F filings for Q4 2022.