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iMGP DBi Managed Futures Strategy ETF

154 hedge funds and large institutions have $495M invested in iMGP DBi Managed Futures Strategy ETF in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more call options, than puts

Call options by funds: $608K | Put options by funds: $119K

306% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 18

55% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 29

52% more funds holding

Funds holding: 101154 (+53)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

16% more capital invested

Capital invested by funds: $426M → $495M (+$69.1M)

5.91% more ownership

Funds ownership: 47.61%53.52% (+5.9%)

Holders
154
Holders Change
+53
Holders Change %
+52.48%
% of All Funds
2.48%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.23%
New
73
Increased
45
Reduced
29
Closed
18
Calls
$608K
Puts
$119K
Net Calls
+$489K
Net Calls Change
+$489K
Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
51
Lake Street Private Wealth
Illinois
$2.24M +$2.5M +77,065 New
WF
52
Williams Financial
Vermont
$2.16M +$2.41M +74,292 New
AAS
53
Ameritas Advisory Services
Nebraska
$2M +$2.23M +68,594 New
AWM
54
Apollon Wealth Management
South Carolina
$1.98M +$267K +8,223 +14%
Citadel Advisors
55
Citadel Advisors
Florida
$1.97M +$2.19M +67,592 New
QA
56
Quantitative Advantage
Minnesota
$1.9M +$24K +740 +1%
IA
57
IFP Advisors
Florida
$1.89M +$2.18M +67,085 New
Renaissance Technologies
58
Renaissance Technologies
New York
$1.7M -$1.89M -58,390 -50%
PWM
59
Perigon Wealth Management
California
$1.63M +$1.81M +55,839 New
HAS
60
HBW Advisory Services
California
$1.58M +$1.76M +54,233 New
BRWA
61
B. Riley Wealth Advisors
Florida
$1.57M +$1.5M +46,176 +603%
LA
62
Latitude Advisors
Florida
$1.51M +$1.68M +51,801 New
MWM
63
Moran Wealth Management
Florida
$1.49M +$1.66M +51,060 New
HighTower Advisors
64
HighTower Advisors
Illinois
$1.45M -$12.1M -373,485 -88%
TC
65
Trilogy Capital
California
$1.43M +$1.59M +48,963 New
PSCM
66
Per Stirling Capital Management
Texas
$1.4M +$1.56M +48,105 New
NA
67
NewEdge Advisors
Louisiana
$1.38M -$878K -27,062 -26%
CAN
68
Claraphi Advisory Network
United States
$1.33M +$983K +30,282 +198%
Corient Private Wealth
69
Corient Private Wealth
Florida
$1.31M +$1.46M +44,987 New
PCP
70
Proficio Capital Partners
Massachusetts
$1.29M +$493K +15,200 +52%
BWM
71
BlackDiamond Wealth Management
New York
$1.19M +$88.6K +2,730 +7%
AAS
72
Avantax Advisory Services
Texas
$1.19M +$1.33M +40,882 New
MA
73
Mutual Advisors
Nebraska
$1.17M +$547K +16,860 +72%
CBFP
74
Cedar Brook Financial Partners
Ohio
$1.09M +$1.21M +37,354 New
MWP
75
Meredith Wealth Planning
Illinois
$1.09M +$1.21M +37,308 New