Leuthold Core ETF
LCR
8 hedge funds and large institutions have $14.8M invested in Leuthold Core ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
169% more capital invested
Capital invested by funds: $5.53M → $14.8M (+$9.32M)
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
19.18% more ownership
Funds ownership: 22.35% → 41.53% (+19%)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFA
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
+$7.61M |
| 2 |
B
Bridgeworth
Birmingham,
Alabama
|
+$1.89M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$288K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
+$194K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$8.49K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WOSD
WFA of San Diego
San Diego,
California
|
-$71K |
| 2 |
ACP
Arcus Capital Partners
Atlanta,
Georgia
|
-$30.2K |
| 3 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
-$15.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFA
1
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $7.27M | +$7.61M | +264,421 | New |
|
|
B
2
Bridgeworth
Birmingham,
Alabama
| $4.84M | +$1.89M | +65,727 | +60% |
|
|
ACP
3
Arcus Capital Partners
Atlanta,
Georgia
| $1.03M | -$30.2K | -1,050 | -3% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $959K | +$288K | +10,000 | +40% |
|
|
5
Koshinski Asset Management
Decatur,
Illinois
| $395K | +$194K | +6,745 | +89% |
|
|
DAS
6
Dynamic Advisor Solutions
Phoenix,
Arizona
| $291K | +$8.49K | +295 | +3% |
|
7
UBS Group
Zurich,
Switzerland
| $38K | +$5.18K | +180 | +15% |
|
|
BWA
8
BDO Wealth Advisors
Jacksonville,
Florida
| $21K | -$15.8K | -548 | -42% |
|
|
WOSD
9
WFA of San Diego
San Diego,
California
| – | -$71K | -2,539 | Closed |
|
LCR Hedge Fund Activity: Q3 2022 in Review
8 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Leuthold Core ETF (LCR) for Q3 2022, worth a combined $14.8M — up 169% from $5.53M a quarter earlier.
Fund positioning in LCR was balanced in Q3 2022: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 2 trimmed.
The largest buyer was Legend Financial Advisors, opening a new position worth an estimated $7.61M. The largest seller was WFA of San Diego, exiting entirely with an estimated $71K sold.
- 8 institutional investors held Leuthold Core ETF (LCR) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $14.8M of Leuthold Core ETF stock for Q3 2022, up 169% quarter-over-quarter.
- 1 fund opened new Leuthold Core ETF positions in Q3 2022 and 1 closed out, a net change of 0 holders.
- The largest Leuthold Core ETF buyer in Q3 2022 was Legend Financial Advisors, an estimated $7.61M added.
- The largest Leuthold Core ETF seller in Q3 2022 was WFA of San Diego, an estimated $71K sold.
Based on aggregated 13F filings for Q3 2022.