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New York Life Investment Management’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

New York Life Investment Management’s Portfolio KMLM Stock Details KMLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-98,098
Closed -$2.68M – 819
2025
Q1 		$2.68M Buy
98,098
+866
+0.9% +$23.8K 0.03% 471
2024
Q4 		$2.73M Buy
97,232
+13,713
+16% +$385K 0.03% 478
2024
Q3 		$2.44M Buy
83,519
+3,139
+4% +$92.6K 0.02% 526
2024
Q2 		$2.34M Buy
80,380
+24,729
+44% +$736K 0.02% 515
2024
Q1 		$1.66M Buy
+55,651
New +$1.62M 0.02% 580

Other funds holding KMLM

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
TBC
Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return

New York Life Investment Management's KMLM Position: Q2 2025 in Review

New York Life Investment Management sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2025, closing a stake of 98,098 shares — an estimated $2.68M sold.

New York Life Investment Management first reported a position in KMLM in Q1 2024 and held it in 5 quarters. The position peaked at $2.73M in Q4 2024. 49 funds tracked by Wall St. Rank hold KMLM as of Q2 2025.

  • New York Life Investment Management reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • New York Life Investment Management sold 98,098 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2025, an estimated $2.68M.
  • New York Life Investment Management first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2024 and held it in 5 quarters.
  • New York Life Investment Management's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $2.73M in Q4 2024.
  • 49 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2025.

Based on New York Life Investment Management's 13F filing for Q2 2025, filed 1 Aug 2025.