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LeaderShares Dynamic Yield ETF

22 hedge funds and large institutions have $58M invested in LeaderShares Dynamic Yield ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
5
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$21.1M -$148K -6,577 -0.7%
RIM
2
Redwood Investment Management
Arizona
$18.5M -$536K -23,870 -3%
PAG
3
Private Advisor Group
New Jersey
$3.2M +$326K +14,495 +11%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$2.36M -$206K -9,190 -8%
AWS
5
Atria Wealth Solutions
New York
$2.28M -$199K -8,849 -8%
PIA
6
Perennial Investment Advisors
California
$1.78M -$115K -5,120 -6%
IWM
7
IHT Wealth Management
Illinois
$1.69M -$27.6K -1,228 -2%
Mariner
8
Mariner
Kansas
$1.46M -$14K -622 -0.9%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.04M +$223K +9,922 +27%
GVAG
10
Great Valley Advisor Group
Delaware
$633K -$188K -8,382 -23%
GIA
11
Gladstone Institutional Advisory
Florida
$627K -$41.9K -1,867 -6%
GLA
12
Good Life Advisors
Pennsylvania
$598K -$12.7K -564 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$531K -$77.4K -3,448 -13%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$529K +$5.61K +250 +1%
CAS
15
Coppell Advisory Solutions
Texas
$485K -$62.2K -2,771 -11%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$468K +$50.8K +2,262 +12%
UBS Group
17
UBS Group
Switzerland
$418K +$352K +15,665 +531%
HI
18
Harbour Investments
Wisconsin
$204K
TAM
19
Tucker Asset Management
Colorado
$24.7K
Osaic Holdings
20
Osaic Holdings
Arizona
$5.32K +$5.32K +237 New
AWM
21
AE Wealth Management
Kansas
$459 +$459 +20 New
Morgan Stanley
22
Morgan Stanley
New York
$22
Jane Street
23
Jane Street
New York
-$2.59M -113,111 Closed
WAP
24
Wealthcare Advisory Partners
Pennsylvania
-$205K -8,919 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-$23 -1 Closed