Leuthold Core ETF
16 hedge funds and large institutions have $31M invested in Leuthold Core ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
11% less funds holding
Funds holding: 18 → 16 (-2)
26.72% less ownership
Funds ownership: 66.38% → 39.66% (-27%)
47% less capital invested
Capital invested by funds: $58.3M → $31M (-$27.3M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.21M |
| 2 |
LPL Financial
San Diego,
California
|
+$577K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$476K |
| 4 |
Jane Street
New York
|
+$418K |
| 5 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$292K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
-$25M |
| 2 |
MSWM
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
-$3.27M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$961K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$525K |
| 5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$179K |
LCR Hedge Fund Activity: Q4 2024 in Review
16 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Leuthold Core ETF (LCR) for Q4 2024, worth a combined $31M — down 47% from $58.3M a quarter earlier.
Fund positioning in LCR was balanced in Q4 2024: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 4 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $1.21M. The largest seller was Savant Capital, exiting entirely with an estimated $25M sold.
- 16 institutional investors held Leuthold Core ETF (LCR) as of Q4 2024, down from 18 in Q3 2024.
- Funds reported $31M of Leuthold Core ETF stock for Q4 2024, down 47% quarter-over-quarter.
- 4 funds opened new Leuthold Core ETF positions in Q4 2024 and 4 closed out, a net change of 0 holders.
- The largest Leuthold Core ETF buyer in Q4 2024 was Osaic Holdings, an estimated $1.21M added.
- The largest Leuthold Core ETF seller in Q4 2024 was Savant Capital, an estimated $25M sold.
Based on aggregated 13F filings for Q4 2024.