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LeaderShares Dynamic Yield ETF
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Overview Fund Activity

30 hedge funds and large institutions have $92.5M invested in LeaderShares Dynamic Yield ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+7
Holders Change %
+30.43%
% of All Funds
0.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
14
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIM
Redwood Investment Management
Arizona
+$12.9M
2
LPL Financial
LPL Financial
California
+$4.84M
3
PIA
Perennial Investment Advisors
California
+$4.22M
4
SS
Simplicity Solutions
Minnesota
+$1.44M
5
Jane Street
Jane Street
New York
+$1.12M

Top Sellers

1
FFG
Ford Financial Group
California
-$4.07M
2
AAS
Avantax Advisory Services
Texas
-$786K
3
FD
Financial Designs
California
-$337K
4
BFG
Bleakley Financial Group
New Jersey
-$123K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$118K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$18.6M +$12.9M +570,237 +225%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17M -$118K -5,254 -0.7%
LPL Financial
3
LPL Financial
California
$15.7M +$4.84M +214,870 +45%
FD
4
Financial Designs
California
$12.9M -$337K -14,935 -3%
PIA
5
Perennial Investment Advisors
California
$4.22M +$4.22M +187,285 New
AAS
6
Avantax Advisory Services
Texas
$4.2M -$786K -34,860 -16%
AWS
7
Atria Wealth Solutions
New York
$3.27M +$67K +2,964 +2%
PAG
8
Private Advisor Group
New Jersey
$3.02M +$389K +17,241 +15%
IWM
9
IHT Wealth Management
Illinois
$1.94M +$231K +10,244 +14%
BFG
10
Bleakley Financial Group
New Jersey
$1.44M -$123K -5,465 -8%
SS
11
Simplicity Solutions
Minnesota
$1.44M +$1.44M +63,907 New
Mariner
12
Mariner
Kansas
$1.26M -$7.59K -337 -0.6%
GIA
13
Gladstone Institutional Advisory
Florida
$1.17M +$175K +7,771 +18%
Jane Street
14
Jane Street
New York
$1.12M +$1.12M +49,894 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$815K +$586 +26 +0.1%
Citadel Advisors
16
Citadel Advisors
Florida
$743K +$743K +32,984 New
CAS
17
Coppell Advisory Solutions
Texas
$666K +$11.3K +502 +2%
CASC
18
Coppell Advisory Solutions Corp
Texas
$666K +$11.3K +502 +2%
GLA
19
Good Life Advisors
Pennsylvania
$625K -$6.42K -285 -1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$434K +$129K +5,709 +42%
HI
21
Harbour Investments
Wisconsin
$357K +$61.3K +2,722 +21%
Osaic Holdings
22
Osaic Holdings
Arizona
$323K +$21.1K +935 +7%
CA
23
Claro Advisors
Massachusetts
$317K +$317K +14,046 New
GRP
24
Global Retirement Partners
California
$172K +$42.4K +1,883 +33%
UBS Group
25
UBS Group
Switzerland
$73.6K +$58.8K +2,609 +397%
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