Leuthold Core ETF
LCR
13 hedge funds and large institutions have $41.4M invested in Leuthold Core ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
8% more funds holding
Funds holding: 12 → 13 (+1)
2.11% more ownership
Funds ownership: 60% → 62.12% (+2.1%)
2% more capital invested
Capital invested by funds: $40.5M → $41.4M (+$863K)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$933K |
| 2 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
+$458K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$292K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$280K |
| 5 |
B
Bridgeworth
Birmingham,
Alabama
|
+$253K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$300K |
| 2 |
BWP
Balboa Wealth Partners
Scottsdale,
Arizona
|
-$215K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$105K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$73K |
| 5 |
LFA
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
-$50.6K |
LCR Hedge Fund Activity: Q3 2023 in Review
13 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Leuthold Core ETF (LCR) for Q3 2023, worth a combined $41.4M — up 2.1% from $40.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LCR positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 5 trimmed.
The largest buyer was Capital Investment Advisory Services, adding an estimated $933K. The largest seller was Citadel Advisors, exiting entirely with an estimated $300K sold.
- 13 institutional investors held Leuthold Core ETF (LCR) as of Q3 2023, up from 12 in Q2 2023.
- Funds reported $41.4M of Leuthold Core ETF stock for Q3 2023, up 2.1% quarter-over-quarter.
- 3 funds opened new Leuthold Core ETF positions in Q3 2023 and 2 closed out, a net change of +1 holder.
- The largest Leuthold Core ETF buyer in Q3 2023 was Capital Investment Advisory Services, an estimated $933K added.
- The largest Leuthold Core ETF seller in Q3 2023 was Citadel Advisors, an estimated $300K sold.
Based on aggregated 13F filings for Q3 2023.