Leuthold Core ETF
LCR
6 hedge funds and large institutions have $1.25M invested in Leuthold Core ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
20% more funds holding
Funds holding: 5 → 6 (+1)
3% more capital invested
Capital invested by funds: $1.22M → $1.25M (+$36.3K)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0.88% less ownership
Funds ownership: 8.09% → 7.21% (-0.88%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$31.2K |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$5.3K |
| 3 |
SFM
Signet Financial Management
Parsippany,
New Jersey
|
+$967 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$41.6K |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$20.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $731K | +$31.2K | +1,000 | +5% |
|
|
DAS
2
Dynamic Advisor Solutions
Phoenix,
Arizona
| $247K | -$20.8K | -666 | -8% |
|
|
3
Koshinski Asset Management
Decatur,
Illinois
| $172K | +$5.3K | +170 | +3% |
|
|
BWA
4
BDO Wealth Advisors
Jacksonville,
Florida
| $80K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $22K | -$41.6K | -1,333 | -66% |
|
|
SFM
6
Signet Financial Management
Parsippany,
New Jersey
| $1K | +$967 | +31 | New |
|
LCR Hedge Fund Activity: Q4 2021 in Review
6 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Leuthold Core ETF (LCR) for Q4 2021, worth a combined $1.25M — up 3% from $1.22M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new LCR positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $31.2K. The largest seller was UBS Group, cutting an estimated $41.6K.
- 6 institutional investors held Leuthold Core ETF (LCR) as of Q4 2021, up from 5 in Q3 2021.
- Funds reported $1.25M of Leuthold Core ETF stock for Q4 2021, up 3% quarter-over-quarter.
- 1 fund opened new Leuthold Core ETF positions in Q4 2021 and 0 closed out, a net change of +1 holder.
- The largest Leuthold Core ETF buyer in Q4 2021 was Osaic Holdings, an estimated $31.2K added.
- The largest Leuthold Core ETF seller in Q4 2021 was UBS Group, an estimated $41.6K sold.
Based on aggregated 13F filings for Q4 2021.