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LeaderShares Dynamic Yield ETF
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Overview Fund Activity

23 hedge funds and large institutions have $72.8M invested in LeaderShares Dynamic Yield ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
1
Increased
9
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$6.27M
2
LPL Financial
LPL Financial
California
$21.6M
3
IWM
IHT Wealth Management
Illinois
$2.14M
4
Mariner
Mariner
Kansas
$1.46M
5
PAG
Private Advisor Group
New Jersey
$2.75M

Top Sellers

1
FD
Financial Designs
California
$0
2
AAS
Avantax Advisory Services
Texas
$0
3
Citadel Advisors
Citadel Advisors
Florida
$425K
4
PIA
Perennial Investment Advisors
California
$3.14M
5
RIM
Redwood Investment Management
Arizona
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$23.4M -$289K -12,757 -1%
LPL Financial
2
LPL Financial
California
$21.6M +$2.29M +100,930 +12%
Jane Street
3
Jane Street
New York
$6.27M +$5.21M +229,752 +490%
PIA
4
Perennial Investment Advisors
California
$3.14M -$1M -44,177 -24%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$3M -$161K -7,081 -5%
AWS
6
Atria Wealth Solutions
New York
$2.89M -$155K -6,831 -5%
PAG
7
Private Advisor Group
New Jersey
$2.75M +$64.5K +2,843 +2%
IWM
8
IHT Wealth Management
Illinois
$2.14M +$461K +20,342 +27%
Mariner
9
Mariner
Kansas
$1.46M +$209K +9,199 +17%
GIA
10
Gladstone Institutional Advisory
Florida
$923K -$216K -9,518 -19%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$752K +$4.15K +183 +0.6%
GLA
12
Good Life Advisors
Pennsylvania
$638K -$3.74K -165 -0.6%
CAS
13
Coppell Advisory Solutions
Texas
$584K -$76K -3,351 -12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$578K -$11.9K -526 -2%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$550K +$45.3K +2,000 +9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$513K -$12.9K -568 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$498K +$1.88K +83 +0.4%
Citadel Advisors
18
Citadel Advisors
Florida
$425K -$2.61M -115,114 -86%
Osaic Holdings
19
Osaic Holdings
Arizona
$347K -$36.7K -1,619 -10%
HI
20
Harbour Investments
Wisconsin
$260K -$26.7K -1,177 -9%
UBS Group
21
UBS Group
Switzerland
$51.6K +$48.3K +2,131 +1,460%
IA
22
IFP Advisors
Florida
$2.04K – – –
Morgan Stanley
23
Morgan Stanley
New York
$46 +$46 +2 New
FD
24
Financial Designs
California
– -$11.5M -526,481 Closed
AAS
25
Avantax Advisory Services
Texas
– -$2.74M -125,548 Closed
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