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Leuthold Core ETF

19 hedge funds and large institutions have $57.3M invested in Leuthold Core ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

117% more capital invested

Capital invested by funds: $26.4M → $57.3M (+$31M)

35.28% more ownership

Funds ownership: 30.68%65.96% (+35%)

27% more funds holding

Funds holding: 1519 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
6
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$28.1M +$27.8M +833,831 New
LFA
2
Legend Financial Advisors
Pennsylvania
$8.2M -$282K -8,464 -3%
SWM
3
Spire Wealth Management
Virginia
$5.27M +$8.29K +249 +0.2%
MSWM
4
Mowery & Schoenfeld Wealth Management
Illinois
$3.75M +$803K +24,097 +28%
CIAS
5
Capital Investment Advisory Services
North Carolina
$2.32M -$875K -26,280 -28%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$1.82M +$29.3K +881 +2%
GS
7
GTS Securities
New York
$1.66M +$1.41M +42,250 +600%
ACP
8
Arcus Capital Partners
Georgia
$1.6M +$64.5K +1,937 +4%
ACM
9
Avalon Capital Management
California
$1.27M +$800K +24,028 +175%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$914K
OBWG
11
Onyx Bridge Wealth Group
New York
$645K
LPL Financial
12
LPL Financial
California
$526K +$520K +15,620 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$479K +$474K +14,221 New
DAS
14
Dynamic Advisor Solutions
Arizona
$292K -$12.2K -367 -4%
Citadel Advisors
15
Citadel Advisors
Florida
$221K +$218K +6,555 New
BDFN
16
Bond & Devick Financial Network
Minnesota
$210K -$31.5K -946 -13%
WOSD
17
WFA of San Diego
California
$54.6K +$54K +1,622 New
Osaic Holdings
18
Osaic Holdings
Arizona
$10.2K -$23.2K -696 -70%
UBS Group
19
UBS Group
Switzerland
$1.99K -$33 -1 -2%
EWA
20
EverSource Wealth Advisors
Alabama
-$300K -9,217 Closed

LCR Hedge Fund Activity: Q2 2024 in Review

19 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Leuthold Core ETF (LCR) for Q2 2024, worth a combined $57.3M — up 117% from $26.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LCR positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Savant Capital, opening a new position worth an estimated $27.8M. The largest seller was Capital Investment Advisory Services, cutting an estimated $875K.

  • 19 institutional investors held Leuthold Core ETF (LCR) as of Q2 2024, up from 15 in Q1 2024.
  • Funds reported $57.3M of Leuthold Core ETF stock for Q2 2024, up 117% quarter-over-quarter.
  • 5 funds opened new Leuthold Core ETF positions in Q2 2024 and 1 closed out, a net change of +4 holders.
  • The largest Leuthold Core ETF buyer in Q2 2024 was Savant Capital, an estimated $27.8M added.
  • The largest Leuthold Core ETF seller in Q2 2024 was Capital Investment Advisory Services, an estimated $875K sold.

Based on aggregated 13F filings for Q2 2024.