We are live on ! Find out more
DBMF icon

iMGP DBi Managed Futures Strategy ETF

155 hedge funds and large institutions have $751M invested in iMGP DBi Managed Futures Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

92% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 39

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

9% more funds holding

Funds holding: 142155 (+13)

6% more capital invested

Capital invested by funds: $707M → $751M (+$44.2M)

3.7% less ownership

Funds ownership: 75.53%71.84% (-3.7%)

67% less call options, than puts

Call options by funds: $63K | Put options by funds: $192K

Holders
155
Holders Change
+13
Holders Change %
+9.15%
% of All Funds
2.24%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
31
Increased
75
Reduced
39
Closed
14
Calls
$63K
Puts
$192K
Net Calls
-$129K
Net Calls Change
-$175K
Name Holding Trade Value Shares
Change
Change in
Stake
VP
101
Verum Partners
North Carolina
$492K -$157K -5,306 -24%
TC
102
Trilogy Capital
California
$424K -$38.4K -1,301 -8%
OC
103
Oppenheimer & Co
New York
$423K +$198K +6,711 +91%
NA
104
NewEdge Advisors
Louisiana
$416K +$175K +5,941 +75%
AWM
105
Axxcess Wealth Management
California
$379K +$372K +12,610 New
PFA
106
Pinnacle Family Advisors
Missouri
$364K +$358K +12,123 New
KAS
107
Kestra Advisory Services
Texas
$357K +$77.1K +2,612 +28%
BCM
108
Brookstone Capital Management
Illinois
$350K +$347K +11,762 New
AAS
109
Avantax Advisory Services
Texas
$337K +$331K +11,226 New
AI
110
Atria Investments
North Carolina
$337K +$331K +11,209 New
MOS
111
MGO One Seven
Ohio
$337K +$413 +14 +0.1%
CAM
112
Cresset Asset Management
Illinois
$335K
HFM
113
Harvest Fund Management
China
$315K +$300K +10,171 +3,335%
Citigroup
114
Citigroup
New York
$301K +$295K +10,007 New
LFASL
115
Lugano Financial Advisors SA (LFA)
Switzerland
$289K +$283K +9,600 New
AWS
116
Atria Wealth Solutions
New York
$281K +$3.01K +102 +1%
CM
117
Columbus Macro
Pennsylvania
$278K -$207 -7 -0.1%
SPIA
118
Steward Partners Investment Advisory
New York
$258K -$31.7K -1,075 -11%
BAM
119
Belpointe Asset Management
Nevada
$256K +$252K +8,530 New
RWP
120
RWA Wealth Partners
Massachusetts
$242K +$237K +8,040 New
JIP
121
Jaffetilchin Investment Partners
Florida
$241K +$1.3K +44 +0.6%
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$236K +$4.52K +153 +2%
EWA
123
EverSource Wealth Advisors
Alabama
$228K +$472 +16 +0.2%
CP
124
Castleview Partners
Texas
$226K +$222K +7,530 New
BJL
125
Brighton Jones LLC
Washington
$220K +$216K +7,330 New

DBMF Hedge Fund Activity: Q2 2024 in Review

155 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iMGP DBi Managed Futures Strategy ETF (DBMF) for Q2 2024, worth a combined $751M — up 6.3% from $707M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DBMF positions and 14 closed out — a net gain of 17 holders — while 75 added to existing stakes and 39 trimmed.

The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $10.2M. The largest seller was Miracle Mile Advisors, cutting an estimated $30.4M.

  • 155 institutional investors held iMGP DBi Managed Futures Strategy ETF (DBMF) as of Q2 2024, up from 142 in Q1 2024.
  • Funds reported $751M of iMGP DBi Managed Futures Strategy ETF stock for Q2 2024, up 6.3% quarter-over-quarter.
  • 31 funds opened new iMGP DBi Managed Futures Strategy ETF positions in Q2 2024 and 14 closed out, a net change of +17 holders.
  • The largest iMGP DBi Managed Futures Strategy ETF buyer in Q2 2024 was Beacon Harbor Wealth Advisors, an estimated $10.2M added.
  • The largest iMGP DBi Managed Futures Strategy ETF seller in Q2 2024 was Miracle Mile Advisors, an estimated $30.4M sold.

Based on aggregated 13F filings for Q2 2024.