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LeaderShares Dynamic Yield ETF
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Overview Fund Activity

26 hedge funds and large institutions have $80.8M invested in LeaderShares Dynamic Yield ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
–
Holders Change %
0%
% 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
4
Increased
7
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIM
Redwood Investment Management
Arizona
$22.8M
2
LPL Financial
LPL Financial
California
$18.5M
3
Citadel Advisors
Citadel Advisors
Florida
$2.92M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$485K
5
Osaic Holdings
Osaic Holdings
Arizona
$369K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$567K
2
SS
Simplicity Solutions
Minnesota
$0
3
BFG
Bleakley Financial Group
New Jersey
$0
4
AAS
Avantax Advisory Services
Texas
$2.74M
5
Jane Street
Jane Street
New York
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$22.8M +$5.1M +234,114 +29%
LPL Financial
2
LPL Financial
California
$18.5M +$3.68M +168,960 +25%
FD
3
Financial Designs
California
$11.5M -$744K -34,139 -6%
PIA
4
Perennial Investment Advisors
California
$3.98M -$42.1K -1,932 -1%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$3.04M +$3.04M +139,426 New
AWS
6
Atria Wealth Solutions
New York
$2.93M -$275K -12,604 -9%
Citadel Advisors
7
Citadel Advisors
Florida
$2.92M +$1.99M +91,373 +215%
AAS
8
Avantax Advisory Services
Texas
$2.74M -$936K -42,979 -26%
PAG
9
Private Advisor Group
New Jersey
$2.59M -$525K -24,089 -17%
IWM
10
IHT Wealth Management
Illinois
$1.62M -$261K -12,003 -14%
Mariner
11
Mariner
Kansas
$1.2M -$42.4K -1,945 -3%
GIA
12
Gladstone Institutional Advisory
Florida
$1.09M -$44.3K -2,032 -4%
Jane Street
13
Jane Street
New York
$1.02M -$901K -41,376 -47%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$719K -$95.5K -4,382 -12%
CAS
15
Coppell Advisory Solutions
Texas
$643K -$133K -6,028 -17%
GLA
16
Good Life Advisors
Pennsylvania
$617K -$41.5K -1,907 -6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$567K -$15.7M -719,576 -97%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$506K +$23.1K +1,059 +5%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$485K +$485K +22,242 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$477K +$11.6K +532 +2%
Osaic Holdings
21
Osaic Holdings
Arizona
$369K +$55.7K +2,557 +18%
HI
22
Harbour Investments
Wisconsin
$275K -$104K -4,764 -27%
GRP
23
Global Retirement Partners
California
$173K +$8.51K +392 +5%
Bank of America
24
Bank of America
North Carolina
$3.92K +$3.92K +180 New
UBS Group
25
UBS Group
Switzerland
$3.18K +$3.18K +146 New
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