Leuthold Core ETF
12 hedge funds and large institutions have $40.5M invested in Leuthold Core ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.
83% more capital inflows, than outflows
Capital inflows: $1.83M | Capital outflows: $998K
71% more funds holding
Funds holding: 7 → 12 (+5)
1.27% more ownership
Funds ownership: 58.74% → 60% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$1.01M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$290K |
| 3 |
Onyx Bridge Wealth Group
Tarrytown,
New York
|
+$223K |
| 4 |
Balboa Wealth Partners
Scottsdale,
Arizona
|
+$208K |
| 5 |
WFA of San Diego
San Diego,
California
|
+$58.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
-$621K |
| 2 |
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
-$239K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$119K |
| 4 |
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$18.5K |
LCR Hedge Fund Activity: Q2 2023 in Review
12 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Leuthold Core ETF (LCR) for Q2 2023, worth a combined $40.5M — up 6.6% from $38M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new LCR positions and 0 closed out — a net gain of 5 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Capital Investment Advisory Services, opening a new position worth an estimated $1.01M. The largest seller was Koshinski Asset Management, cutting an estimated $621K.
- 12 institutional investors held Leuthold Core ETF (LCR) as of Q2 2023, up from 7 in Q1 2023.
- Funds reported $40.5M of Leuthold Core ETF stock for Q2 2023, up 6.6% quarter-over-quarter.
- 5 funds opened new Leuthold Core ETF positions in Q2 2023 and 0 closed out, a net change of +5 holders.
- The largest Leuthold Core ETF buyer in Q2 2023 was Capital Investment Advisory Services, an estimated $1.01M added.
- The largest Leuthold Core ETF seller in Q2 2023 was Koshinski Asset Management, an estimated $621K sold.
Based on aggregated 13F filings for Q2 2023.