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LeaderShares Dynamic Yield ETF

17 hedge funds and large institutions have $35.5M invested in LeaderShares Dynamic Yield ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.47% more ownership

Funds ownership: 80.29%84.76% (+4.5%)

10% less capital invested

Capital invested by funds: $39.2M → $35.5M (-$3.75M)

11% less funds holding

Funds holding: 1917 (-2)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
5
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change

DYLD Hedge Fund Activity: Q4 2025 in Review

17 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Dynamic Yield ETF (DYLD) for Q4 2025, worth a combined $35.5M — down 9.6% from $39.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of DYLD and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 5 added.

The largest buyer was Redwood Investment Management, adding an estimated $773K. The largest seller was LPL Financial, cutting an estimated $2.29M.

  • 17 institutional investors held LeaderShares Dynamic Yield ETF (DYLD) as of Q4 2025, down from 19 in Q3 2025.
  • Funds reported $35.5M of LeaderShares Dynamic Yield ETF stock for Q4 2025, down 9.6% quarter-over-quarter.
  • 2 funds opened new LeaderShares Dynamic Yield ETF positions in Q4 2025 and 4 closed out, a net change of -2 holders.
  • The largest LeaderShares Dynamic Yield ETF buyer in Q4 2025 was Redwood Investment Management, an estimated $773K added.
  • The largest LeaderShares Dynamic Yield ETF seller in Q4 2025 was LPL Financial, an estimated $2.29M sold.

Based on aggregated 13F filings for Q4 2025.