Leuthold Core ETF
LCR
6 hedge funds and large institutions have $2.3M invested in Leuthold Core ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.
100% more funds holding
Funds holding: 3 → 6 (+3)
41% more capital invested
Capital invested by funds: $1.63M → $2.3M (+$669K)
2.98% more ownership
Funds ownership: 12.86% → 15.84% (+3%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$560K |
| 2 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
+$95K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$16.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$29K |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$25.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DAS
1
Dynamic Advisor Solutions
Phoenix,
Arizona
| $1.1M | -$25.5K | -882 | -2% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $564K | +$560K | +19,395 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $517K | -$29K | -1,005 | -5% |
|
|
BWA
4
BDO Wealth Advisors
Jacksonville,
Florida
| $96K | +$95K | +3,287 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $16K | +$16.1K | +556 | New |
|
|
AF
6
Advisornet Financial
Minnetonka,
Minnesota
| $12K | – | – | – |
|
LCR Hedge Fund Activity: Q1 2021 in Review
6 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Leuthold Core ETF (LCR) for Q1 2021, worth a combined $2.3M — up 41% from $1.63M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LCR positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $560K. The largest seller was Citadel Advisors, cutting an estimated $29K.
- 6 institutional investors held Leuthold Core ETF (LCR) as of Q1 2021, up from 3 in Q4 2020.
- Funds reported $2.3M of Leuthold Core ETF stock for Q1 2021, up 41% quarter-over-quarter.
- 3 funds opened new Leuthold Core ETF positions in Q1 2021 and 0 closed out, a net change of +3 holders.
- The largest Leuthold Core ETF buyer in Q1 2021 was Osaic Holdings, an estimated $560K added.
- The largest Leuthold Core ETF seller in Q1 2021 was Citadel Advisors, an estimated $29K sold.
Based on aggregated 13F filings for Q1 2021.