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LeaderShares Dynamic Yield ETF

26 hedge funds and large institutions have $91.4M invested in LeaderShares Dynamic Yield ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-4
Holders Change %
-13.33%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
13
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$18.2M -$241K -10,770 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.7M -$201K -8,970 -1%
LPL Financial
3
LPL Financial
California
$15.3M -$317K -14,137 -2%
FD
4
Financial Designs
California
$12.6M -$305K -13,604 -2%
PIA
5
Perennial Investment Advisors
California
$4.13M -$60.8K -2,713 -1%
AAS
6
Avantax Advisory Services
Texas
$3.78M -$402K -17,960 -10%
AWS
7
Atria Wealth Solutions
New York
$3.29M +$45.7K +2,039 +1%
PAG
8
Private Advisor Group
New Jersey
$3.2M +$197K +8,798 +7%
Jane Street
9
Jane Street
New York
$1.98M +$860K +38,408 +77%
IWM
10
IHT Wealth Management
Illinois
$1.93M +$6.92K +309 +0.4%
Mariner
11
Mariner
Kansas
$1.28M +$31K +1,383 +2%
SS
12
Simplicity Solutions
Minnesota
$1.24M -$191K -8,511 -13%
BFG
13
Bleakley Financial Group
New Jersey
$1.24M -$191K -8,511 -13%
GIA
14
Gladstone Institutional Advisory
Florida
$1.17M +$3.52K +157 +0.3%
Citadel Advisors
15
Citadel Advisors
Florida
$952K +$213K +9,493 +29%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$837K +$26.9K +1,201 +3%
CAS
17
Coppell Advisory Solutions
Texas
$785K +$123K +5,526 +19%
GLA
18
Good Life Advisors
Pennsylvania
$677K +$55.7K +2,488 +9%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$496K +$65.1K +2,908 +15%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$479K +$479K +21,370 New
HI
21
Harbour Investments
Wisconsin
$390K +$34.6K +1,543 +10%
Osaic Holdings
22
Osaic Holdings
Arizona
$322K +$986 +44 +0.3%
CA
23
Claro Advisors
Massachusetts
$268K -$47K -2,098 -15%
GRP
24
Global Retirement Partners
California
$170K -$1.41K -63 -0.8%
IA
25
IFP Advisors
Florida
$2.02K