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iMGP DBi Managed Futures Strategy ETF
DBMF

Overview Fund Activity

136 hedge funds and large institutions have $442M invested in iMGP DBi Managed Futures Strategy ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 55 reducing their positions, and 24 closing their positions.

Holders
136
Holders Change
-3
Holders Change %
-2.16%
% of All Funds
2.15%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
24
Increased
45
Reduced
55
Closed
24
Calls
$284K
Puts
$240K
Net Calls
+$44K
Net Calls Change
-$351K

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$61.5M
2
LGWM
2
Litman Gregory Wealth Management
California
$21.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.8M
4
NW
4
Naviter Wealth
Arkansas
$26M
5
SWRP
5
Summit Wealth & Retirement Planning
California
$13.2M

Top Sellers

1
State Street
1
State Street
Massachusetts
$0
2
GVAG
2
Great Valley Advisor Group
Delaware
$407K
3
DAS
3
Dynamic Advisor Solutions
Arizona
$615K
4
CRC
4
Catawba River Capital
South Carolina
$0
5
PA
5
PFG Advisors
Arizona
$3.74M
Name Market Value Shares Shares
Change 		Shares
Change %
RF
51
RHS Financial
California
$1.23M 44,483 +3,752 +9%
TC
52
Trilogy Capital
California
$1.23M 44,720 -12,062 -21%
OPS
53
Orion Portfolio Solutions
Nebraska
$1.18M 42,560 +6,587 +18%
BCI
54
Brinker Capital Investments
Pennsylvania
$1.18M 42,560 +6,587 +18%
PWM
55
Perigon Wealth Management
California
$1.17M 42,297 +914 +2%
PWS
56
Precision Wealth Strategies
Missouri
$1.1M 39,935 -2,488 -6%
PIWA
57
Prevail Innovative Wealth Advisors
Kansas
$1.05M 37,970 +37,970 New
Mariner
58
Mariner
Kansas
$982K 35,558 +20,580 +137%
MWM
59
Meridian Wealth Management
Kentucky
$893K 32,307 +16,973 +111%
FHC
60
First Heartland Consultants
Missouri
$879K 31,799 -209,273 -87%
CCM
61
Canal Capital Management
Virginia
$875K 31,672 -81,820 -72%
CW
62
CreativeOne Wealth
Kansas
$813K 29,401 +13,362 +83%
NA
63
NewEdge Advisors
Louisiana
$791K 28,645 -4,224 -13%
IWC
64
Integrated Wealth Concepts
Massachusetts
$750K 27,132 +742 +3%
LSPW
65
Lake Street Private Wealth
Illinois
$734K 26,569 -420 -2%
VCM
66
Virtue Capital Management
Tennessee
$723K 26,137 +2,007 +8%
AA
67
AlphaQ Advisors
Florida
$721K 26,112 +1,035 +4%
Stifel Financial
68
Stifel Financial
Missouri
$708K 25,608 +4,914 +24%
RJA
69
Raymond James & Associates
Florida
$693K 25,092 – –
JCM
70
J2 Capital Management
Michigan
$647K 23,415 -5,952 -20%
DAS
71
Dynamic Advisor Solutions
Arizona
$615K 22,271 -310,534 -93%
VP
72
Verum Partners
North Carolina
$588K 21,296 – –
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$587K 21,247 -11,678 -35%
AFP
74
Ausdal Financial Partners
Iowa
$576K 20,853 -35 -0.2%
FA
75
Fermata Advisors
California
$562K 20,355 -15,831 -44%
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