We are live on ! Find out more
LCR icon

Leuthold Core ETF

18 hedge funds and large institutions have $58.3M invested in Leuthold Core ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $57.3M → $58.3M (+$997K)

0.42% more ownership

Funds ownership: 65.96%66.38% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

5% less funds holding

Funds holding: 1918 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
1
Increased
7
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$25M -$4.37M -126,964 -15%
LFA
2
Legend Financial Advisors
Pennsylvania
$8.44M -$180K -5,239 -2%
SWM
3
Spire Wealth Management
Virginia
$5.5M -$46.5K -1,349 -0.9%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.31M +$4.18M +121,309 +39,904%
MSWM
5
Mowery & Schoenfeld Wealth Management
Illinois
$3.27M -$656K -19,044 -17%
CIAS
6
Capital Investment Advisory Services
North Carolina
$2.45M +$17.4K +505 +0.7%
Koshinski Asset Management
7
Koshinski Asset Management
Illinois
$1.9M +$4.79K +139 +0.3%
ACP
8
Arcus Capital Partners
Georgia
$1.66M -$22.9K -666 -1%
ACM
9
Avalon Capital Management
California
$1.31M -$26.8K -777 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$961K
LPL Financial
11
LPL Financial
California
$842K +$280K +8,135 +52%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$790K +$768K +22,308 New
OBWG
13
Onyx Bridge Wealth Group
New York
$678K
Citadel Advisors
14
Citadel Advisors
Florida
$525K +$285K +8,274 +126%
DAS
15
Dynamic Advisor Solutions
Arizona
$308K +$1.41K +41 +0.5%
BDFN
16
Bond & Devick Financial Network
Minnesota
$268K +$46.6K +1,352 +22%
WOSD
17
WFA of San Diego
California
$57.5K
UBS Group
18
UBS Group
Switzerland
$496 -$1.55K -45 -76%
GS
19
GTS Securities
New York
-$1.66M -49,295 Closed
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$479K -14,221 Closed

LCR Hedge Fund Activity: Q3 2024 in Review

18 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Leuthold Core ETF (LCR) for Q3 2024, worth a combined $58.3M — up 1.7% from $57.3M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of LCR and 1 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 7 added.

The largest buyer was Osaic Holdings, adding an estimated $4.18M. The largest seller was Savant Capital, cutting an estimated $4.37M.

  • 18 institutional investors held Leuthold Core ETF (LCR) as of Q3 2024, down from 19 in Q2 2024.
  • Funds reported $58.3M of Leuthold Core ETF stock for Q3 2024, up 1.7% quarter-over-quarter.
  • 1 fund opened new Leuthold Core ETF positions in Q3 2024 and 2 closed out, a net change of -1 holder.
  • The largest Leuthold Core ETF buyer in Q3 2024 was Osaic Holdings, an estimated $4.18M added.
  • The largest Leuthold Core ETF seller in Q3 2024 was Savant Capital, an estimated $4.37M sold.

Based on aggregated 13F filings for Q3 2024.