Leuthold Core ETF
LCR
15 hedge funds and large institutions have $26.4M invested in Leuthold Core ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 3 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
6% less funds holding
Funds holding: 16 → 15 (-1)
42.73% less ownership
Funds ownership: 73.41% → 30.68% (-43%)
53% less capital invested
Capital invested by funds: $56.7M → $26.4M (-$30.3M)
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$674K |
| 2 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$301K |
| 3 |
BDFN
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
+$235K |
| 4 |
GS
GTS Securities
New York
|
+$230K |
| 5 |
LFA
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$1.69M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
-$959K |
| 3 |
Jane Street
New York
|
-$518K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$299K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$174K |
LCR Hedge Fund Activity: Q1 2024 in Review
15 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Leuthold Core ETF (LCR) for Q1 2024, worth a combined $26.4M — down 53% from $56.7M a quarter earlier.
Fund positioning in LCR was balanced in Q1 2024: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 8 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $674K. The largest seller was Capital Investment Advisory Services, cutting an estimated $1.69M.
- 15 institutional investors held Leuthold Core ETF (LCR) as of Q1 2024, down from 16 in Q4 2023.
- Funds reported $26.4M of Leuthold Core ETF stock for Q1 2024, down 53% quarter-over-quarter.
- 3 funds opened new Leuthold Core ETF positions in Q1 2024 and 3 closed out, a net change of 0 holders.
- The largest Leuthold Core ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $674K added.
- The largest Leuthold Core ETF seller in Q1 2024 was Capital Investment Advisory Services, an estimated $1.69M sold.
Based on aggregated 13F filings for Q1 2024.