We are live on ! Find out more
DYLD icon

LeaderShares Dynamic Yield ETF

23 hedge funds and large institutions have $44.4M invested in LeaderShares Dynamic Yield ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.4% less ownership

Funds ownership: 90.63%87.24% (-3.4%)

4% less funds holding

Funds holding: 2423 (-1)

16% less capital invested

Capital invested by funds: $53M → $44.4M (-$8.63M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

71% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 14

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$20M -$412K -18,308 -2%
RIM
2
Redwood Investment Management
Arizona
$12M -$543K -24,146 -4%
PAG
3
Private Advisor Group
New Jersey
$2.01M -$885K -39,381 -31%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.13M +$190K +8,473 +20%
Mariner
5
Mariner
Kansas
$953K -$537K -23,895 -36%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$948K -$1.31M -58,198 -58%
UBS Group
7
UBS Group
Switzerland
$898K +$225K +10,004 +34%
AWS
8
Atria Wealth Solutions
New York
$876K -$1.31M -58,196 -60%
Jane Street
9
Jane Street
New York
$749K -$1.72M -76,562 -70%
IWM
10
IHT Wealth Management
Illinois
$691K -$975K -43,393 -59%
GLA
11
Good Life Advisors
Pennsylvania
$588K -$32.8K -1,460 -5%
GVAG
12
Great Valley Advisor Group
Delaware
$587K -$14.5K -647 -2%
GIA
13
Gladstone Institutional Advisory
Florida
$556K +$135 +6 +0%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$551K +$34.3K +1,525 +7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$455K -$33.5K -1,491 -7%
Citadel Advisors
16
Citadel Advisors
Florida
$378K -$1.59M -70,763 -81%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$362K -$33.6K -1,494 -9%
CAS
18
Coppell Advisory Solutions
Texas
$231K -$102K -4,529 -31%
JP Morgan Chase
19
JP Morgan Chase
New York
$231K +$229K +10,204 New
HI
20
Harbour Investments
Wisconsin
$198K
Osaic Holdings
21
Osaic Holdings
Arizona
$5.36K
Morgan Stanley
22
Morgan Stanley
New York
$42
AWM
23
AE Wealth Management
Kansas
$34
TAM
24
Tucker Asset Management
Colorado
-$24K -1,067 Closed
CCM
25
Coldstream Capital Management
Washington
-$7.13K -317 Closed

DYLD Hedge Fund Activity: Q2 2025 in Review

23 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Dynamic Yield ETF (DYLD) for Q2 2025, worth a combined $44.4M — down 16% from $53M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of DYLD and 1 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 4 added.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $229K. The largest seller was Jane Street, cutting an estimated $1.72M.

  • 23 institutional investors held LeaderShares Dynamic Yield ETF (DYLD) as of Q2 2025, down from 24 in Q1 2025.
  • Funds reported $44.4M of LeaderShares Dynamic Yield ETF stock for Q2 2025, down 16% quarter-over-quarter.
  • 1 fund opened new LeaderShares Dynamic Yield ETF positions in Q2 2025 and 2 closed out, a net change of -1 holder.
  • The largest LeaderShares Dynamic Yield ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $229K added.
  • The largest LeaderShares Dynamic Yield ETF seller in Q2 2025 was Jane Street, an estimated $1.72M sold.

Based on aggregated 13F filings for Q2 2025.