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LeaderShares Dynamic Yield ETF

26 hedge funds and large institutions have $63.1M invested in LeaderShares Dynamic Yield ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
6
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$20.8M -$762K -33,968 -4%
RIM
2
Redwood Investment Management
Arizona
$20.4M +$4.14M +184,713 +26%
PAG
3
Private Advisor Group
New Jersey
$2.87M +$94.7K +4,219 +3%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$2.7M -$105K -4,695 -4%
AWS
5
Atria Wealth Solutions
New York
$2.61M -$46.2K -2,052 -2%
PIA
6
Perennial Investment Advisors
California
$2.43M -$502K -22,372 -17%
IWM
7
IHT Wealth Management
Illinois
$2.22M -$44.3K -1,975 -2%
Mariner
8
Mariner
Kansas
$1.57M +$51.2K +2,280 +3%
Wells Fargo
9
Wells Fargo
California
$1.07M +$1.07M +47,477 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$871K -$120K -5,360 -12%
Jane Street
11
Jane Street
New York
$732K -$1.68M -75,057 -70%
GIA
12
Gladstone Institutional Advisory
Florida
$711K -$57.2K -2,548 -7%
Citadel Advisors
13
Citadel Advisors
Florida
$631K -$396K -17,634 -39%
GLA
14
Good Life Advisors
Pennsylvania
$611K -$20K -891 -3%
GVAG
15
Great Valley Advisor Group
Delaware
$594K +$594K +26,450 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$541K -$22.3K -995 -4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$510K +$4.78K +213 +0.9%
CAS
18
Coppell Advisory Solutions
Texas
$436K +$436K +19,444 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$418K -$7.44K -331 -2%
HI
20
Harbour Investments
Wisconsin
$217K -$22.4K -996 -9%
UBS Group
21
UBS Group
Switzerland
$62.3K +$47.8K +2,131 +331%
CA
22
CoreCap Advisors
Michigan
$26.2K +$26.2K +1,167 New
TAM
23
Tucker Asset Management
Colorado
$24.7K +$3.55K +158 +17%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$5.41K +$5.41K +241 New
Morgan Stanley
25
Morgan Stanley
New York
$22