Leuthold Core ETF
LCR
7 hedge funds and large institutions have $38M invested in Leuthold Core ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
8% more capital invested
Capital invested by funds: $35.1M → $38M (+$2.95M)
0.54% more ownership
Funds ownership: 58.19% → 58.74% (+0.54%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
13% less funds holding
Funds holding: 8 → 7 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bridgeworth
Birmingham,
Alabama
|
+$1.84M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$118K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$107K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$103K |
| 5 |
LFA
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
+$8.48K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WOSD
WFA of San Diego
San Diego,
California
|
-$74.9K |
| 2 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
-$18.8K |
| 3 |
ACP
Arcus Capital Partners
Atlanta,
Georgia
|
-$16.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
B
1
Bridgeworth
Birmingham,
Alabama
| $26.9M | +$1.84M | +62,460 | +7% |
|
|
LFA
2
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $7.74M | +$8.48K | +288 | +0.1% |
|
|
3
Koshinski Asset Management
Decatur,
Illinois
| $1.72M | +$107K | +3,623 | +7% |
|
|
ACP
4
Arcus Capital Partners
Atlanta,
Georgia
| $945K | -$16.7K | -567 | -2% |
|
|
DAS
5
Dynamic Advisor Solutions
Phoenix,
Arizona
| $395K | +$103K | +3,485 | +36% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $171K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $119K | +$118K | +4,005 | New |
|
|
WOSD
8
WFA of San Diego
San Diego,
California
| – | -$74.9K | -2,585 | Closed |
|
|
BWA
9
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$18.8K | -649 | Closed |
|
LCR Hedge Fund Activity: Q1 2023 in Review
7 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Leuthold Core ETF (LCR) for Q1 2023, worth a combined $38M — up 8.4% from $35.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of LCR and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 4 added.
The largest buyer was Bridgeworth, adding an estimated $1.84M. The largest seller was WFA of San Diego, exiting entirely with an estimated $74.9K sold.
- 7 institutional investors held Leuthold Core ETF (LCR) as of Q1 2023, down from 8 in Q4 2022.
- Funds reported $38M of Leuthold Core ETF stock for Q1 2023, up 8.4% quarter-over-quarter.
- 1 fund opened new Leuthold Core ETF positions in Q1 2023 and 2 closed out, a net change of -1 holder.
- The largest Leuthold Core ETF buyer in Q1 2023 was Bridgeworth, an estimated $1.84M added.
- The largest Leuthold Core ETF seller in Q1 2023 was WFA of San Diego, an estimated $74.9K sold.
Based on aggregated 13F filings for Q1 2023.