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LeaderShares Dynamic Yield ETF

23 hedge funds and large institutions have $53M invested in LeaderShares Dynamic Yield ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
4
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$20.3M -$876K -38,915 -4%
RIM
2
Redwood Investment Management
Arizona
$12.5M -$6.08M -270,030 -33%
PAG
3
Private Advisor Group
New Jersey
$2.88M -$318K -14,143 -10%
Jane Street
4
Jane Street
New York
$2.47M +$2.47M +109,647 New
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$2.25M -$116K -5,152 -5%
AWS
6
Atria Wealth Solutions
New York
$2.19M -$109K -4,806 -5%
Citadel Advisors
7
Citadel Advisors
Florida
$1.97M +$1.97M +87,486 New
IWM
8
IHT Wealth Management
Illinois
$1.66M -$30.6K -1,361 -2%
Mariner
9
Mariner
Kansas
$1.49M +$21.9K +973 +1%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$931K -$114K -5,066 -11%
UBS Group
11
UBS Group
Switzerland
$668K +$249K +11,078 +60%
GLA
12
Good Life Advisors
Pennsylvania
$617K +$18.4K +818 +3%
GVAG
13
Great Valley Advisor Group
Delaware
$599K -$36.1K -1,602 -6%
GIA
14
Gladstone Institutional Advisory
Florida
$553K -$76K -3,375 -12%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$514K +$45.5K +2,023 +10%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$486K -$44K -1,959 -8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$394K -$139K -6,157 -26%
CAS
18
Coppell Advisory Solutions
Texas
$333K -$154K -6,816 -32%
HI
19
Harbour Investments
Wisconsin
$197K -$7K -311 -3%
CCM
20
Coldstream Capital Management
Washington
$7.13K +$7.13K +317 New
Osaic Holdings
21
Osaic Holdings
Arizona
$5.33K
AWM
22
AE Wealth Management
Kansas
$33 -$627 -19 -95%
Morgan Stanley
23
Morgan Stanley
New York
$23
PIA
24
Perennial Investment Advisors
California
-$1.78M -79,301 Closed