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Leuthold Core ETF
LCR

Overview Fund Activity

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.

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.28%
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
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$28.1M
2
GS
2
GTS Securities
New York
$1.66M
3
MSWM
3
Mowery & Schoenfeld Wealth Management
Illinois
$3.75M
4
ACM
4
Avalon Capital Management
California
$1.27M
5
LPL Financial
5
LPL Financial
California
$526K

Top Sellers

1
CIAS
1
Capital Investment Advisory Services
North Carolina
$2.32M
2
EWA
2
EverSource Wealth Advisors
Alabama
$0
3
LFA
3
Legend Financial Advisors
Pennsylvania
$8.2M
4
BDFN
4
Bond & Devick Financial Network
Minnesota
$210K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.2K
Name Market Value Shares Shares
Change 		Shares
Change %
SC
1
Savant Capital
Illinois
$28.1M 833,831 +833,831 New
LFA
2
Legend Financial Advisors
Pennsylvania
$8.2M 243,499 -8,464 -3%
SWM
3
Spire Wealth Management
Virginia
$5.27M 156,480 +249 +0.2%
MSWM
4
Mowery & Schoenfeld Wealth Management
Illinois
$3.75M 111,335 +24,097 +28%
CIAS
5
Capital Investment Advisory Services
North Carolina
$2.32M 68,750 -26,280 -28%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$1.82M 53,607 +881 +2%
GS
7
GTS Securities
New York
$1.66M 49,295 +42,250 +600%
ACP
8
Arcus Capital Partners
Georgia
$1.6M 47,597 +1,937 +4%
ACM
9
Avalon Capital Management
California
$1.27M 37,771 +24,028 +175%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$914K 27,124 – –
OBWG
11
Onyx Bridge Wealth Group
New York
$645K 19,145 – –
LPL Financial
12
LPL Financial
California
$526K 15,620 +15,620 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$479K 14,221 +14,221 New
DAS
14
Dynamic Advisor Solutions
Arizona
$292K 8,663 -367 -4%
Citadel Advisors
15
Citadel Advisors
Florida
$221K 6,555 +6,555 New
BDFN
16
Bond & Devick Financial Network
Minnesota
$210K 6,226 -946 -13%
WOSD
17
WFA of San Diego
California
$54.6K 1,622 +1,622 New
Osaic Holdings
18
Osaic Holdings
Arizona
$10.2K 304 -696 -70%
UBS Group
19
UBS Group
Switzerland
$1.99K 59 -1 -2%
EWA
20
EverSource Wealth Advisors
Alabama
– – -9,217 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –