Leuthold Core ETF
LCR
4 hedge funds and large institutions have $1.04M invested in Leuthold Core ETF in 2021 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
9% less ownership
Funds ownership: 15.84% → 6.85% (-9%)
33% less funds holding
Funds holding: 6 → 4 (-2)
55% less capital invested
Capital invested by funds: $2.3M → $1.04M (-$1.27M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$82.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$861K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$517K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$16K |
| 4 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
-$11.4K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$8.09K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $670K | +$82.4K | +2,750 | +14% |
|
|
DAS
2
Dynamic Advisor Solutions
Phoenix,
Arizona
| $273K | -$861K | -28,735 | -76% |
|
|
BWA
3
BDO Wealth Advisors
Jacksonville,
Florida
| $88K | -$11.4K | -380 | -12% |
|
|
AF
4
Advisornet Financial
Minnetonka,
Minnesota
| $5K | -$8.09K | -270 | -64% |
|
|
5
Citadel Advisors
Miami,
Florida
| – | -$517K | -17,791 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$16K | -556 | Closed |
|
LCR Hedge Fund Activity: Q2 2021 in Review
4 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Leuthold Core ETF (LCR) for Q2 2021, worth a combined $1.04M — down 55% from $2.3M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of LCR and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 1 added.
The largest buyer was Osaic Holdings, adding an estimated $82.4K. The largest seller was Dynamic Advisor Solutions, cutting an estimated $861K.
- 4 institutional investors held Leuthold Core ETF (LCR) as of Q2 2021, down from 6 in Q1 2021.
- Funds reported $1.04M of Leuthold Core ETF stock for Q2 2021, down 55% quarter-over-quarter.
- 0 funds opened new Leuthold Core ETF positions in Q2 2021 and 2 closed out, a net change of -2 holders.
- The largest Leuthold Core ETF buyer in Q2 2021 was Osaic Holdings, an estimated $82.4K added.
- The largest Leuthold Core ETF seller in Q2 2021 was Dynamic Advisor Solutions, an estimated $861K sold.
Based on aggregated 13F filings for Q2 2021.