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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
AFP
101
Ausdal Financial Partners
Iowa
$654K – – –
SPL
102
Smart Portfolios LLC
Washington
$645K +$410K +15,065 +157%
MWM
103
Meridian Wealth Management
Kentucky
$634K -$127K -4,684 -16%
VP
104
Verum Partners
North Carolina
$583K +$220K +8,067 +57%
GM
105
GeoWealth Management
Illinois
$578K +$601K +22,067 +137,919%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$575K +$7.62K +280 +1%
PWS
107
Proactive Wealth Strategies
Georgia
$561K -$19.9K -730 -3%
EFG
108
Ethos Financial Group
Pennsylvania
$548K +$29.5K +1,085 +5%
Citigroup
109
Citigroup
New York
$541K +$138K +5,052 +32%
Osaic Holdings
110
Osaic Holdings
Arizona
$537K -$852K -31,288 -60%
BCI
111
Brinker Capital Investments
Pennsylvania
$535K -$6.83K -251 -1%
OPS
112
Orion Portfolio Solutions
Nebraska
$535K -$6.83K -251 -1%
OWP
113
ORG Wealth Partners
Texas
$530K -$74.8K -2,749 -12%
Creative Planning
114
Creative Planning
Kansas
$506K +$4.33K +159 +0.8%
WS
115
Wedbush Securities
California
$500K -$908K -33,362 -64%
OC
116
Oppenheimer & Co
New York
$493K +$41.6K +1,529 +9%
AFG
117
Atomi Financial Group
New York
$484K +$504K +18,516 New
LCWP
118
Legacy Capital Wealth Partners
Arkansas
$482K +$502K +18,434 New
FAIM
119
Financial Advocates Investment Management
Washington
$459K -$5.44K -200 -1%
CW
120
CreativeOne Wealth
Kansas
$451K +$469K +17,222 New
ASN
121
Advisory Services Network
Georgia
$450K -$385K -14,143 -45%
AFG
122
Altiora Financial Group
Ohio
$449K +$467K +17,163 New
SPIA
123
Steward Partners Investment Advisory
New York
$448K +$48.1K +1,767 +12%
IAN
124
Integrated Advisors Network
Texas
$434K +$55.7K +2,047 +14%
RFS
125
Retirement Financial Solutions
Tennessee
$425K -$239K -8,796 -35%
3 4
5
6 7

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.