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IDEQ

Lazard International Dynamic Equity ETF

58 hedge funds and large institutions have $271M invested in Lazard International Dynamic Equity ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,267% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 3

367% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 3

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

194% more capital invested

Capital invested by funds: $92.3M → $271M (+$179M)

190% more funds holding

Funds holding: 2058 (+38)

9.78% more ownership

Funds ownership: 18.17%27.95% (+9.8%)

Holders
58
Holders Change
+38
Holders Change %
+190%
% of All Funds
0.71%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
41
Increased
14
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$54M +$36.8M +1,124,942 +195%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$48M +$2.82M +86,358 +6%
Raymond James Financial
3
Raymond James Financial
Florida
$21.1M +$21.7M +663,484 New
PWM
4
Pinnacle Wealth Management
California
$14.4M +$14.8M +452,901 New
DWM
5
Denver Wealth Management
Colorado
$13.7M +$14.1M +431,011 New
Jones Financial Companies
6
Jones Financial Companies
Missouri
$9.17M +$4M +122,432 +70%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.61M +$8.16M +249,673 +1,166%
MFP
8
Meridian Financial Partners
Virginia
$7.87M +$8.03M +245,657 New
PB
9
Prosperity Bancshares
Texas
$7.54M +$3.02M +92,530 +64%
IAA
10
Independent Advisor Alliance
North Carolina
$7.21M +$7.42M +227,170 New
WWM
11
Western Wealth Management
Colorado
$6.36M +$6.55M +200,469 New
MAG
12
Members Advisory Group
New York
$5.53M +$5.7M +174,319 New
PWM
13
Provident Wealth Management
Tennessee
$4.96M +$542K +16,591 +12%
SPC
14
Sigma Planning Corp
Michigan
$4.68M +$4.82M +147,508 New
Truist Financial
15
Truist Financial
North Carolina
$4.49M +$1.12M +34,423 +32%
SPA
16
Sentinel Pension Advisors
Massachusetts
$4.22M +$4.34M +132,974 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.03M +$808K +24,737 +24%
Citadel Advisors
18
Citadel Advisors
Florida
$3.68M +$3.78M +115,823 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.38M +$3.47M +106,344 New
EWM
20
Endowment Wealth Management
Wisconsin
$3.35M +$83.6K +2,559 +2%
FTUS
21
Flow Traders U.S.
New York
$3.26M +$3.36M +102,739 New
CPG
22
Cornerstone Planning Group
New Jersey
$2.87M +$2.74M +83,902 New
DADC
23
D.A. Davidson & Co
Montana
$2.73M +$2.81M +85,975 New
FFWM
24
Future Financial Wealth Management
Ohio
$2.58M +$2.47M +75,731 New
PC
25
Payne Capital
Oregon
$2.34M -$167K -5,121 -7%