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iMGP DBi Managed Futures Strategy ETF
DBMF

189 hedge funds and large institutions have $953M invested in iMGP DBi Managed Futures Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 75 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $107K | Put options by funds: $28K

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

70% more funds holding in top 10

Funds holding in top 10: 10 → 17 (+7)

46% more capital invested

Capital invested by funds: $651M → $953M (+$302M)

44% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 52

20% more funds holding

Funds holding: 158 → 189 (+31)

8.97% more ownership

Funds ownership: 66.27% → 75.24% (+9%)

Holders
189
Holders Change
+31
Holders Change %
+19.62%
% of All Funds
2.49%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.22%
New
50
Increased
75
Reduced
52
Closed
15
Calls
$107K
Puts
$28K
Net Calls
+$79K
Net Calls Change
+$88K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$144M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$34.7M
3
PPW
Parcion Private Wealth
Washington
+$33.1M
4
Morgan Stanley
Morgan Stanley
New York
+$23.3M
5
Wells Fargo
Wells Fargo
California
+$18.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.7M
2
MMA
Miracle Mile Advisors
California
-$5.91M
3
SWRP
Summit Wealth & Retirement Planning
California
-$3.06M
4
SFS
Sowell Financial Services
Arkansas
-$2.24M
5
FAM
Frontier Asset Management
Wyoming
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
76
Visionary Wealth Advisors
Illinois
$1.29M +$148K +5,436 +12%
RF
77
RHS Financial
California
$1.28M -$62.1K -2,281 -4%
MCM
78
MAI Capital Management
Ohio
$1.22M +$52K +1,912 +4%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$1.19M +$294K +10,815 +31%
BWA
80
Burt Wealth Advisors
Maryland
$1.18M +$533K +19,591 +77%
Stifel Financial
81
Stifel Financial
Missouri
$1.18M +$303K +11,120 +33%
TIM
82
Thor Investment Management
Ohio
$1.12M – – –
SCM
83
Sterneck Capital Management
Missouri
$1.08M -$44.1K -1,620 -4%
FFA
84
Farther Finance Advisors
California
$1.07M +$79K +2,901 +8%
AQR Capital Management
85
AQR Capital Management
Connecticut
$972K +$194K +7,131 +24%
TW
86
Trajan Wealth
Arizona
$924K -$71.6K -2,629 -7%
AWM
87
AE Wealth Management
Kansas
$920K +$957K +35,169 New
National Bank of Canada
88
National Bank of Canada
Quebec, Canada
$892K -$3.27K -120 -0.4%
SAI
89
Savvy Advisors Inc
New York
$881K +$916K +33,662 New
CCAL
90
City Center Advisors LLC
Michigan
$875K +$189K +6,955 +26%
SB
91
Strategic Blueprint
Georgia
$871K +$328K +12,064 +57%
Cerity Partners
92
Cerity Partners
New York
$836K +$865K +31,762 New
KAS
93
Kestra Advisory Services
Texas
$779K +$549K +20,180 +210%
MTC
94
Matrix Trust Company
Colorado
$772K +$696K +25,579 +648%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$759K -$1.37M -50,510 -64%
ETC
96
Exchange Traded Concepts
Oklahoma
$755K +$786K +28,858 New
NL
97
NWAM LLC
Washington
$736K +$19.2K +707 +3%
LSPW
98
Lake Street Private Wealth
Illinois
$700K +$12.3K +453 +2%
SEIA
99
Signature Estate & Investment Advisors
California
$689K +$99.1K +3,641 +16%
NA
100
NewEdge Advisors
Louisiana
$670K +$375K +13,793 +117%
2 3
4
5 6

DBMF Hedge Fund Activity: Q4 2024 in Review

189 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iMGP DBi Managed Futures Strategy ETF (DBMF) for Q4 2024, worth a combined $953M — up 46% from $651M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new DBMF positions and 15 closed out — a net gain of 35 holders — while 75 added to existing stakes and 52 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $144M. The largest seller was Envestnet Asset Management, cutting an estimated $17.7M.

  • 189 institutional investors held iMGP DBi Managed Futures Strategy ETF (DBMF) as of Q4 2024, up from 158 in Q3 2024.
  • Funds reported $953M of iMGP DBi Managed Futures Strategy ETF stock for Q4 2024, up 46% quarter-over-quarter.
  • 50 funds opened new iMGP DBi Managed Futures Strategy ETF positions in Q4 2024 and 15 closed out, a net change of +35 holders.
  • The largest iMGP DBi Managed Futures Strategy ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $144M added.
  • The largest iMGP DBi Managed Futures Strategy ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $17.7M sold.

Based on aggregated 13F filings for Q4 2024.