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LeaderShares Dynamic Yield ETF
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Overview Fund Activity

25 hedge funds and large institutions have $62.6M invested in LeaderShares Dynamic Yield ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
7
Reduced
14
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$609K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$471K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$449K
4
LPL Financial
LPL Financial
California
+$236K
5
IWM
IHT Wealth Management
Illinois
+$142K

Top Sellers

1
RIM
Redwood Investment Management
Arizona
-$7.01M
2
Jane Street
Jane Street
New York
-$3.81M
3
AWS
Atria Wealth Solutions
New York
-$213K
4
PIA
Perennial Investment Advisors
California
-$172K
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$169K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$21.7M +$236K +10,482 +1%
RIM
2
Redwood Investment Management
Arizona
$16.3M -$7.01M -310,661 -30%
PIA
3
Perennial Investment Advisors
California
$2.95M -$172K -7,647 -6%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$2.82M -$169K -7,499 -6%
PAG
5
Private Advisor Group
New Jersey
$2.79M +$49.3K +2,185 +2%
AWS
6
Atria Wealth Solutions
New York
$2.67M -$213K -9,401 -7%
Jane Street
7
Jane Street
New York
$2.43M -$3.81M -168,982 -61%
IWM
8
IHT Wealth Management
Illinois
$2.28M +$142K +6,279 +7%
Mariner
9
Mariner
Kansas
$1.53M +$75.5K +3,348 +5%
Citadel Advisors
10
Citadel Advisors
Florida
$1.03M +$609K +27,026 +144%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$996K +$449K +19,925 +82%
GIA
12
Gladstone Institutional Advisory
Florida
$772K -$146K -6,472 -16%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$682K -$66K -2,926 -9%
GLA
14
Good Life Advisors
Pennsylvania
$634K -$1.42K -63 -0.2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$566K -$9.16K -406 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$507K +$11.5K +508 +2%
CASC
17
Coppell Advisory Solutions Corp
Texas
$498K +$498K +22,092 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$471K +$471K +20,832 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$427K -$83.7K -3,711 -16%
Osaic Holdings
20
Osaic Holdings
Arizona
$306K -$39.2K -1,737 -11%
HI
21
Harbour Investments
Wisconsin
$241K -$17.3K -769 -7%
TAM
22
Tucker Asset Management
Colorado
$21.2K +$21.2K +942 New
UBS Group
23
UBS Group
Switzerland
$14.5K -$36.8K -1,633 -72%
Morgan Stanley
24
Morgan Stanley
New York
$23 -$23 -1 -50%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$23 +$23 +1 New
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