Leuthold Core ETF
LCR
8 hedge funds and large institutions have $35.1M invested in Leuthold Core ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.
136% more capital invested
Capital invested by funds: $14.8M → $35.1M (+$20.2M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
16.66% more ownership
Funds ownership: 41.53% → 58.19% (+17%)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bridgeworth
Birmingham,
Alabama
|
+$19.3M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$1.16M |
| 3 |
WOSD
WFA of San Diego
San Diego,
California
|
+$74.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$840K |
| 2 |
ACP
Arcus Capital Partners
Atlanta,
Georgia
|
-$146K |
| 3 |
LFA
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
-$116K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$38K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$22.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
B
1
Bridgeworth
Birmingham,
Alabama
| $24.5M | +$19.3M | +668,341 | +380% |
|
|
LFA
2
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $7.55M | -$116K | -4,018 | -2% |
|
|
3
Koshinski Asset Management
Decatur,
Illinois
| $1.58M | +$1.16M | +40,019 | +279% |
|
|
ACP
4
Arcus Capital Partners
Atlanta,
Georgia
| $939K | -$146K | -5,058 | -14% |
|
|
DAS
5
Dynamic Advisor Solutions
Phoenix,
Arizona
| $284K | -$22.8K | -788 | -7% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $167K | -$840K | -29,075 | -83% |
|
|
WOSD
7
WFA of San Diego
San Diego,
California
| $74.9K | +$74.7K | +2,585 | New |
|
|
BWA
8
BDO Wealth Advisors
Jacksonville,
Florida
| $18.8K | -$2.8K | -97 | -13% |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$38K | -1,388 | Closed |
|
LCR Hedge Fund Activity: Q4 2022 in Review
8 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Leuthold Core ETF (LCR) for Q4 2022, worth a combined $35.1M — up 136% from $14.8M a quarter earlier.
Fund positioning in LCR was balanced in Q4 2022: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 5 trimmed.
The largest buyer was Bridgeworth, adding an estimated $19.3M. The largest seller was Osaic Holdings, cutting an estimated $840K.
- 8 institutional investors held Leuthold Core ETF (LCR) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $35.1M of Leuthold Core ETF stock for Q4 2022, up 136% quarter-over-quarter.
- 1 fund opened new Leuthold Core ETF positions in Q4 2022 and 1 closed out, a net change of 0 holders.
- The largest Leuthold Core ETF buyer in Q4 2022 was Bridgeworth, an estimated $19.3M added.
- The largest Leuthold Core ETF seller in Q4 2022 was Osaic Holdings, an estimated $840K sold.
Based on aggregated 13F filings for Q4 2022.