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Leuthold Core ETF

16 hedge funds and large institutions have $1.88B 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.

New
Increased
Maintained
Reduced
Closed

3,131% more capital invested

Capital invested by funds: $58.3M → $1.88B (+$1.83B)

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: 1816 (-2)

26.72% less ownership

Funds ownership: 66.38%39.66% (-27%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
16
Holders Change
-2
Holders Change %
-11.11%
% of All Funds
0.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
7
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.86B +$10K +283 +0.5%
LFA
2
Legend Financial Advisors
Pennsylvania
$8.28M +$99.9K +2,823 +1%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.35M +$1.21M +34,121 +28%
SWM
4
Spire Wealth Management
Virginia
$5.15M -$179K -5,067 -3%
CIAS
5
Capital Investment Advisory Services
North Carolina
$2.38M -$637 -18 -0%
ACM
6
Avalon Capital Management
California
$1.55M +$292K +8,239 +22%
ACP
7
Arcus Capital Partners
Georgia
$1.54M -$45K -1,271 -3%
LPL Financial
8
LPL Financial
California
$1.38M +$577K +16,309 +69%
Raymond James Financial
9
Raymond James Financial
Florida
$1.31M +$1.35M +38,147 New
OBWG
10
Onyx Bridge Wealth Group
New York
$669K +$12.3K +348 +2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$461K +$476K +13,436 New
Jane Street
12
Jane Street
New York
$406K +$418K +11,808 New
DAS
13
Dynamic Advisor Solutions
Arizona
$369K +$72.1K +2,038 +23%
BDFN
14
Bond & Devick Financial Network
Minnesota
$268K
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$66.3K +$68.3K +1,931 New
UBS Group
16
UBS Group
Switzerland
$412 -$71 -2 -14%
SC
17
Savant Capital
Illinois
-$25M -706,867 Closed
MSWM
18
Mowery & Schoenfeld Wealth Management
Illinois
-$3.27M -92,291 Closed
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
-$961K -27,124 Closed
Citadel Advisors
20
Citadel Advisors
Florida
-$525K -14,829 Closed

LCR Hedge Fund Activity: Q4 2024 in Review

16 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Leuthold Core ETF (LCR) for Q4 2024, worth a combined $1.88B — up 3,131% 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 $1.88B of Leuthold Core ETF stock for Q4 2024, up 3,131% 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.