Leuthold Core ETF
LCR
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.
71% more funds holding
Funds holding: 7 → 12 (+5)
7% more capital invested
Capital invested by funds: $38M → $40.5M (+$2.52M)
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 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$1.01M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$290K |
| 3 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
+$223K |
| 4 |
BWP
Balboa Wealth Partners
Scottsdale,
Arizona
|
+$208K |
| 5 |
WOSD
WFA of San Diego
San Diego,
California
|
+$58.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
-$621K |
| 2 |
LFA
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
-$239K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$119K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$18.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
B
1
Bridgeworth
Birmingham,
Alabama
| $28.1M | +$24K | +801 | +0.1% |
|
|
LFA
2
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $7.83M | -$239K | -7,991 | -3% |
|
|
3
Koshinski Asset Management
Decatur,
Illinois
| $1.15M | -$621K | -20,749 | -36% |
|
|
CIAS
4
Capital Investment Advisory Services
Raleigh,
North Carolina
| $1.04M | +$1.01M | +33,576 | New |
|
|
ACP
5
Arcus Capital Partners
Atlanta,
Georgia
| $988K | +$1.62K | +54 | +0.2% |
|
|
DAS
6
Dynamic Advisor Solutions
Phoenix,
Arizona
| $393K | -$18.5K | -619 | -5% |
|
|
7
Citadel Advisors
Miami,
Florida
| $300K | +$290K | +9,677 | New |
|
|
OBWG
8
Onyx Bridge Wealth Group
Tarrytown,
New York
| $231K | +$223K | +7,450 | New |
|
|
BWP
9
Balboa Wealth Partners
Scottsdale,
Arizona
| $215K | +$208K | +6,932 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $194K | +$15K | +500 | +9% |
|
|
WOSD
11
WFA of San Diego
San Diego,
California
| $60.9K | +$58.9K | +1,966 | New |
|
|
12
UBS Group
Zurich,
Switzerland
| $1.12K | -$119K | -3,969 | -99% |
|
LCR Hedge Fund Activity: Q2 2023 in Review
12 of the 6,369 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.