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LeaderShares Dynamic Yield ETF

19 hedge funds and large institutions have $39.2M invested in LeaderShares Dynamic Yield ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.94% less ownership

Funds ownership: 87.24%80.29% (-6.9%)

12% less capital invested

Capital invested by funds: $44.4M → $39.2M (-$5.2M)

17% less funds holding

Funds holding: 2319 (-4)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

64% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 11

Holders
19
Holders Change
-4
Holders Change %
-17.39%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
4
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$18M -$2.07M -91,261 -10%
RIM
2
Redwood Investment Management
Arizona
$11.5M -$528K -23,288 -4%
Citadel Advisors
3
Citadel Advisors
Florida
$2.88M +$2.49M +109,872 +657%
PAG
4
Private Advisor Group
New Jersey
$1.41M -$603K -26,612 -30%
UBS Group
5
UBS Group
Switzerland
$1.07M +$167K +7,355 +19%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$841K -$291K -12,828 -26%
GVAG
7
Great Valley Advisor Group
Delaware
$582K -$7.09K -313 -1%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$580K +$26K +1,149 +5%
IWM
9
IHT Wealth Management
Illinois
$579K -$115K -5,075 -17%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$438K -$19K -838 -4%
GIA
11
Gladstone Institutional Advisory
Florida
$385K -$173K -7,619 -31%
Jane Street
12
Jane Street
New York
$308K -$443K -19,546 -59%
CAS
13
Coppell Advisory Solutions
Texas
$230K -$2.74K -121 -1%
Goldman Sachs
14
Goldman Sachs
New York
$213K +$212K +9,361 New
HI
15
Harbour Investments
Wisconsin
$142K -$56.8K -2,508 -29%
WWA
16
Wealth Watch Advisors
Colorado
$10.6K +$10.6K +466 New
Osaic Holdings
17
Osaic Holdings
Arizona
$5.38K
AWM
18
AE Wealth Management
Kansas
$4.46K +$4.42K +195 +19,500%
Morgan Stanley
19
Morgan Stanley
New York
$44
Mariner
20
Mariner
Kansas
-$953K -42,133 Closed
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
-$948K -41,881 Closed
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
-$362K -16,005 Closed
JP Morgan Chase
23
JP Morgan Chase
New York
-$231K -10,204 Closed

DYLD Hedge Fund Activity: Q3 2025 in Review

19 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Dynamic Yield ETF (DYLD) for Q3 2025, worth a combined $39.2M — down 12% from $44.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of DYLD and 2 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 4 added.

The largest buyer was Citadel Advisors, adding an estimated $2.49M. The largest seller was LPL Financial, cutting an estimated $2.07M.

  • 19 institutional investors held LeaderShares Dynamic Yield ETF (DYLD) as of Q3 2025, down from 23 in Q2 2025.
  • Funds reported $39.2M of LeaderShares Dynamic Yield ETF stock for Q3 2025, down 12% quarter-over-quarter.
  • 2 funds opened new LeaderShares Dynamic Yield ETF positions in Q3 2025 and 4 closed out, a net change of -2 holders.
  • The largest LeaderShares Dynamic Yield ETF buyer in Q3 2025 was Citadel Advisors, an estimated $2.49M added.
  • The largest LeaderShares Dynamic Yield ETF seller in Q3 2025 was LPL Financial, an estimated $2.07M sold.

Based on aggregated 13F filings for Q3 2025.