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Leuthold Core ETF

18 hedge funds and large institutions have $44.5M invested in Leuthold Core ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

22.2% more ownership

Funds ownership: 39.66%61.86% (+22%)

13% more funds holding

Funds holding: 1618 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

98% less capital invested

Capital invested by funds: $1.88B → $44.5M (-$1.84B)

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
7
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$12.6M +$12.8M +367,970 New
Osaic Holdings
2
Osaic Holdings
Arizona
$10.8M +$5.54M +159,348 +102%
LFA
3
Legend Financial Advisors
Pennsylvania
$8.26M -$3.44K -99 -0%
ACP
4
Arcus Capital Partners
Georgia
$1.92M +$360K +10,360 +23%
CIAS
5
Capital Investment Advisory Services
North Carolina
$1.9M -$483K -13,888 -20%
ACM
6
Avalon Capital Management
California
$1.69M +$147K +4,214 +9%
Koshinski Asset Management
7
Koshinski Asset Management
Illinois
$1.69M -$166K -4,763 -9%
GS
8
GTS Securities
New York
$1.01M +$1.03M +29,524 New
LPL Financial
9
LPL Financial
California
$887K -$493K -14,187 -35%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$882K +$895K +25,731 New
OBWG
11
Onyx Bridge Wealth Group
New York
$794K +$128K +3,680 +19%
Jane Street
12
Jane Street
New York
$502K +$99K +2,847 +24%
MSWM
13
Mowery & Schoenfeld Wealth Management
Illinois
$434K +$441K +12,667 New
DAS
14
Dynamic Advisor Solutions
Arizona
$405K +$38K +1,092 +10%
Citadel Advisors
15
Citadel Advisors
Florida
$327K +$332K +9,532 New
IWC
16
Integrated Wealth Concepts
Massachusetts
$315K +$320K +9,185 New
UBS Group
17
UBS Group
Switzerland
$89.9K +$90.8K +2,611 +21,758%
NL
18
NVWM LLC
Pennsylvania
$6.85K +$6.96K +200 New
SWM
19
Spire Wealth Management
Virginia
-$5.15M -150,064 Closed
Raymond James Financial
20
Raymond James Financial
Florida
-$1.31M -38,147 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$461K -13,436 Closed
BDFN
22
Bond & Devick Financial Network
Minnesota
-$268K -7,578 Closed
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
-$66.3K -1,931 Closed

LCR Hedge Fund Activity: Q1 2025 in Review

18 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Leuthold Core ETF (LCR) for Q1 2025, worth a combined $44.5M — down 98% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LCR positions and 5 closed out — a net gain of 2 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Savant Capital, opening a new position worth an estimated $12.8M. The largest seller was Spire Wealth Management, exiting entirely with an estimated $5.15M sold.

  • 18 institutional investors held Leuthold Core ETF (LCR) as of Q1 2025, up from 16 in Q4 2024.
  • Funds reported $44.5M of Leuthold Core ETF stock for Q1 2025, down 98% quarter-over-quarter.
  • 7 funds opened new Leuthold Core ETF positions in Q1 2025 and 5 closed out, a net change of +2 holders.
  • The largest Leuthold Core ETF buyer in Q1 2025 was Savant Capital, an estimated $12.8M added.
  • The largest Leuthold Core ETF seller in Q1 2025 was Spire Wealth Management, an estimated $5.15M sold.

Based on aggregated 13F filings for Q1 2025.