Leuthold Core ETF
LCR
5 hedge funds and large institutions have $1.22M invested in Leuthold Core ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
25% more funds holding
Funds holding: 4 → 5 (+1)
17% more capital invested
Capital invested by funds: $1.04M → $1.22M (+$181K)
1.24% more ownership
Funds ownership: 6.85% → 8.09% (+1.2%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
+$161K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$62K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$17.1K |
| 2 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
-$11.6K |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Osaic Holdings
Scottsdale,
Arizona
| $666K | – | – | – |
|
|
DAS
2
Dynamic Advisor Solutions
Phoenix,
Arizona
| $255K | -$17.1K | -559 | -6% |
|
|
3
Koshinski Asset Management
Decatur,
Illinois
| $159K | +$161K | +5,283 | New |
|
|
BWA
4
BDO Wealth Advisors
Jacksonville,
Florida
| $76K | -$11.6K | -381 | -13% |
|
|
5
UBS Group
Zurich,
Switzerland
| $61K | +$62K | +2,033 | New |
|
|
AF
6
Advisornet Financial
Minnetonka,
Minnesota
| – | -$5K | -155 | Closed |
|
LCR Hedge Fund Activity: Q3 2021 in Review
5 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Leuthold Core ETF (LCR) for Q3 2021, worth a combined $1.22M — up 17% from $1.04M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LCR positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Koshinski Asset Management, opening a new position worth an estimated $161K. The largest seller was Dynamic Advisor Solutions, cutting an estimated $17.1K.
- 5 institutional investors held Leuthold Core ETF (LCR) as of Q3 2021, up from 4 in Q2 2021.
- Funds reported $1.22M of Leuthold Core ETF stock for Q3 2021, up 17% quarter-over-quarter.
- 2 funds opened new Leuthold Core ETF positions in Q3 2021 and 1 closed out, a net change of +1 holder.
- The largest Leuthold Core ETF buyer in Q3 2021 was Koshinski Asset Management, an estimated $161K added.
- The largest Leuthold Core ETF seller in Q3 2021 was Dynamic Advisor Solutions, an estimated $17.1K sold.
Based on aggregated 13F filings for Q3 2021.