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LeaderShares Dynamic Yield ETF

23 hedge funds and large institutions have $62.7M invested in LeaderShares Dynamic Yield ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 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
0.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
7
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$21.7M +$441K +19,253 +2%
RIM
2
Redwood Investment Management
Arizona
$19.5M -$1.35M -58,971 -6%
PAG
3
Private Advisor Group
New Jersey
$2.93M -$2.09K -91 -0.1%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$2.62M -$131K -5,730 -5%
Jane Street
5
Jane Street
New York
$2.59M +$1.85M +80,472 +247%
AWS
6
Atria Wealth Solutions
New York
$2.55M -$125K -5,443 -5%
PIA
7
Perennial Investment Advisors
California
$1.94M -$551K -24,023 -22%
IWM
8
IHT Wealth Management
Illinois
$1.76M -$513K -22,385 -23%
Mariner
9
Mariner
Kansas
$1.51M -$98.1K -4,279 -6%
GVAG
10
Great Valley Advisor Group
Delaware
$839K +$232K +10,128 +38%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$837K -$52.6K -2,295 -6%
GIA
12
Gladstone Institutional Advisory
Florida
$683K -$43.4K -1,892 -6%
GLA
13
Good Life Advisors
Pennsylvania
$623K -$825 -36 -0.1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$622K +$69.2K +3,017 +13%
CAS
15
Coppell Advisory Solutions
Texas
$559K +$113K +4,931 +25%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$535K +$14.2K +617 +3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$426K -$1.1K -48 -0.3%
HI
18
Harbour Investments
Wisconsin
$208K -$13.9K -608 -6%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$205K +$205K +8,919 New
UBS Group
20
UBS Group
Switzerland
$67.6K +$4.01K +175 +6%
TAM
21
Tucker Asset Management
Colorado
$25.2K
Morgan Stanley
22
Morgan Stanley
New York
$23
Fidelity Investments
23
Fidelity Investments
Massachusetts
$23
Wells Fargo
24
Wells Fargo
California
-$1.07M -47,477 Closed
Citadel Advisors
25
Citadel Advisors
Florida
-$631K -28,128 Closed