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Leuthold Core ETF

20 hedge funds and large institutions have $35.8M invested in Leuthold Core ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

11% more funds holding

Funds holding: 1820 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10.93% less ownership

Funds ownership: 61.86%50.93% (-11%)

20% less capital invested

Capital invested by funds: $44.5M → $35.8M (-$8.71M)

73% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 11

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
3
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$10.2M -$2.99M -86,461 -23%
LFA
2
Legend Financial Advisors
Pennsylvania
$9.12M +$384K +11,097 +5%
Osaic Holdings
3
Osaic Holdings
Arizona
$6.35M -$4.84M -139,675 -44%
GS
4
GTS Securities
New York
$2.75M +$1.62M +46,635 +158%
ACM
5
Avalon Capital Management
California
$1.78M -$11.6K -336 -0.7%
CIAS
6
Capital Investment Advisory Services
North Carolina
$1.05M -$908K -26,230 -47%
OBWG
7
Onyx Bridge Wealth Group
New York
$830K -$8.04K -232 -1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$818K -$108K -3,126 -12%
LPL Financial
9
LPL Financial
California
$779K -$151K -4,350 -17%
ACP
10
Arcus Capital Partners
Georgia
$520K -$1.44M -41,641 -74%
MSWM
11
Mowery & Schoenfeld Wealth Management
Illinois
$407K -$49K -1,415 -11%
IWC
12
Integrated Wealth Concepts
Massachusetts
$333K +$727 +21 +0.2%
Citadel Advisors
13
Citadel Advisors
Florida
$276K -$66.2K -1,910 -20%
BDFN
14
Bond & Devick Financial Network
Minnesota
$230K +$220K +6,361 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$149K +$142K +4,114 New
Raymond James Financial
16
Raymond James Financial
Florida
$95K +$90.9K +2,625 New
UBS Group
17
UBS Group
Switzerland
$76.1K -$18K -519 -20%
WOSD
18
WFA of San Diego
California
$57.4K +$55K +1,588 New
NL
19
NVWM LLC
Pennsylvania
$7.24K
SWM
20
Spire Wealth Management
Virginia
$118 +$113K +3,271 New
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
-$1.69M -49,266 Closed
Jane Street
22
Jane Street
New York
-$502K -14,655 Closed
DAS
23
Dynamic Advisor Solutions
Arizona
-$405K -11,834 Closed

LCR Hedge Fund Activity: Q2 2025 in Review

20 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Leuthold Core ETF (LCR) for Q2 2025, worth a combined $35.8M — down 20% from $44.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LCR positions and 3 closed out — a net gain of 2 holders — while 3 added to existing stakes and 11 trimmed.

The largest buyer was GTS Securities, adding an estimated $1.62M. The largest seller was Osaic Holdings, cutting an estimated $4.84M.

  • 20 institutional investors held Leuthold Core ETF (LCR) as of Q2 2025, up from 18 in Q1 2025.
  • Funds reported $35.8M of Leuthold Core ETF stock for Q2 2025, down 20% quarter-over-quarter.
  • 5 funds opened new Leuthold Core ETF positions in Q2 2025 and 3 closed out, a net change of +2 holders.
  • The largest Leuthold Core ETF buyer in Q2 2025 was GTS Securities, an estimated $1.62M added.
  • The largest Leuthold Core ETF seller in Q2 2025 was Osaic Holdings, an estimated $4.84M sold.

Based on aggregated 13F filings for Q2 2025.