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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 %
KAS
76
Kestra Advisory Services
Texas
$554K 20,050 -257 -1%
JWM
77
Janiczek Wealth Management
Colorado
$512K 18,543 +310 +2%
JIP
78
Jaffetilchin Investment Partners
Florida
$508K 18,371 +18,371 New
IAN
79
Integrated Advisors Network
Texas
$496K 17,954 -2,622 -13%
FTUS
80
Flow Traders U.S.
New York
$496K 17,946 -26,482 -60%
GFA
81
Gallagher Fiduciary Advisors
Illinois
$494K 17,893 -14 -0.1%
HAS
82
HBW Advisory Services
California
$481K 17,401 -19,645 -53%
Corient Private Wealth
83
Corient Private Wealth
Florida
$481K 17,393 -9,141 -34%
RG
84
Retirement Group
California
$461K 16,700 +11,090 +198%
OC
85
Oppenheimer & Co
New York
$447K 16,183 -819 -5%
WS
86
Wedbush Securities
California
$425K 15,374 -10,315 -40%
VWA
87
Visionary Wealth Advisors
Illinois
$418K 15,125 +15,125 New
National Bank of Canada
88
National Bank of Canada
Quebec, Canada
$417K 16,209 +1,854 +13%
GVAG
89
Great Valley Advisor Group
Delaware
$407K 14,747 -359,870 -96%
TF
90
Trek Financial
Arizona
$397K 14,360 +14,360 New
FIM
91
Freedom Investment Management
Connecticut
$397K 14,355 +2,588 +22%
AAS
92
Ameritas Advisory Services
Nebraska
$359K 13,065 -27,584 -68%
CBFP
93
Cedar Brook Financial Partners
Ohio
$345K 12,469 -1,680 -12%
PMG
94
ProVise Management Group
Florida
$341K 12,355 -781 -6%
SWM
95
Stapp Wealth Management
Washington
$335K 12,138 +301 +3%
HWA
96
HHM Wealth Advisors
Tennessee
$322K 11,669 +11,669 New
EWA
97
EverSource Wealth Advisors
Alabama
$309K 11,170 +11,155 +74,367%
LNC
98
Lincoln National Corp
Pennsylvania
$299K 10,815 -925 -8%
EE
99
EWG Elevate
California
$298K 10,778 +67 +0.6%
Truist Financial
100
Truist Financial
North Carolina
$289K 10,464 -1,701 -14%
2 3
4
5 6