Leuthold Core ETF
LCR
16 hedge funds and large institutions have $56.7M invested in Leuthold Core ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
37% more capital invested
Capital invested by funds: $41.4M → $56.7M (+$15.3M)
23% more funds holding
Funds holding: 13 → 16 (+3)
11.3% more ownership
Funds ownership: 62.12% → 73.41% (+11%)
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 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$4.97M |
| 2 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$2.58M |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$1.26M |
| 4 |
Jane Street
New York
|
+$499K |
| 5 |
ACP
Arcus Capital Partners
Atlanta,
Georgia
|
+$444K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bridgeworth
Birmingham,
Alabama
|
-$307K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$273K |
| 3 |
GS
GTS Securities
New York
|
-$218K |
| 4 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
-$95.8K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$89.6K |
LCR Hedge Fund Activity: Q4 2023 in Review
16 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Leuthold Core ETF (LCR) for Q4 2023, worth a combined $56.7M — up 37% from $41.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LCR positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 5 trimmed.
The largest buyer was Spire Wealth Management, opening a new position worth an estimated $4.97M. The largest seller was Bridgeworth, cutting an estimated $307K.
- 16 institutional investors held Leuthold Core ETF (LCR) as of Q4 2023, up from 13 in Q3 2023.
- Funds reported $56.7M of Leuthold Core ETF stock for Q4 2023, up 37% quarter-over-quarter.
- 6 funds opened new Leuthold Core ETF positions in Q4 2023 and 2 closed out, a net change of +4 holders.
- The largest Leuthold Core ETF buyer in Q4 2023 was Spire Wealth Management, an estimated $4.97M added.
- The largest Leuthold Core ETF seller in Q4 2023 was Bridgeworth, an estimated $307K sold.
Based on aggregated 13F filings for Q4 2023.