Leuthold Core ETF
LCR
8 hedge funds and large institutions have $5.53M invested in Leuthold Core ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 0 closing their positions.
115% more capital invested
Capital invested by funds: $2.56M → $5.53M (+$2.96M)
60% more funds holding
Funds holding: 5 → 8 (+3)
10.08% more ownership
Funds ownership: 12.26% → 22.35% (+10%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bridgeworth
Birmingham,
Alabama
|
+$3.24M |
| 2 |
WOSD
WFA of San Diego
San Diego,
California
|
+$74.5K |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$73.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$35.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Arcus Capital Partners
Atlanta,
Georgia
|
-$75.3K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$14.7K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
-$7.92K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
B
1
Bridgeworth
Birmingham,
Alabama
| $3.1M | +$3.24M | +110,359 | New |
|
|
ACP
2
Arcus Capital Partners
Atlanta,
Georgia
| $1.08M | -$75.3K | -2,564 | -6% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $698K | -$14.7K | -500 | -2% |
|
|
DAS
4
Dynamic Advisor Solutions
Phoenix,
Arizona
| $289K | +$73.1K | +2,489 | +32% |
|
|
5
Koshinski Asset Management
Decatur,
Illinois
| $214K | -$7.92K | -270 | -3% |
|
|
WOSD
6
WFA of San Diego
San Diego,
California
| $71K | +$74.5K | +2,539 | New |
|
|
BWA
7
BDO Wealth Advisors
Jacksonville,
Florida
| $36K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $34K | +$35.5K | +1,208 | New |
|
LCR Hedge Fund Activity: Q2 2022 in Review
8 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Leuthold Core ETF (LCR) for Q2 2022, worth a combined $5.53M — up 115% from $2.56M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LCR positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Bridgeworth, opening a new position worth an estimated $3.24M. The largest seller was Arcus Capital Partners, cutting an estimated $75.3K.
- 8 institutional investors held Leuthold Core ETF (LCR) as of Q2 2022, up from 5 in Q1 2022.
- Funds reported $5.53M of Leuthold Core ETF stock for Q2 2022, up 115% quarter-over-quarter.
- 3 funds opened new Leuthold Core ETF positions in Q2 2022 and 0 closed out, a net change of +3 holders.
- The largest Leuthold Core ETF buyer in Q2 2022 was Bridgeworth, an estimated $3.24M added.
- The largest Leuthold Core ETF seller in Q2 2022 was Arcus Capital Partners, an estimated $75.3K sold.
Based on aggregated 13F filings for Q2 2022.