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iMGP DBi Managed Futures Strategy ETF

189 hedge funds and large institutions have $877M invested in iMGP DBi Managed Futures Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $584K | Put options by funds: $280K

16% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 68

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

1.78% more ownership

Funds ownership: 75.24%77.02% (+1.8%)

0% more funds holding

Funds holding: 189189 (0)

8% less capital invested

Capital invested by funds: $953M → $877M (-$75.3M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
189
Holders Change
Holders Change %
0%
% of All Funds
2.53%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.2%
New
31
Increased
79
Reduced
68
Closed
28
Calls
$584K
Puts
$280K
Net Calls
+$304K
Net Calls Change
+$225K
Name Holding Trade Value Shares
Change
Change in
Stake
NL
101
NWAM LLC
Washington
$677K -$34.2K -1,312 -5%
IWC
102
Integrated Wealth Concepts
Massachusetts
$674K +$696K +26,694 New
AFP
103
Ausdal Financial Partners
Iowa
$662K +$31.3K +1,200 +5%
OWP
104
ORG Wealth Partners
Texas
$659K +$150K +5,752 +28%
PIA
105
Perennial Investment Advisors
California
$654K +$322K +12,364 +91%
FOR
106
Family Office Research
Maryland
$633K +$654K +25,071 New
SPL
107
Smart Portfolios LLC
Washington
$629K +$7.04K +270 +1%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$620K -$116K -4,446 -15%
LSPW
109
Lake Street Private Wealth
Illinois
$574K -$105K -4,046 -15%
RFS
110
Retirement Financial Solutions
Tennessee
$573K +$168K +6,441 +40%
Citadel Advisors
111
Citadel Advisors
Florida
$568K -$1.11M -42,457 -65%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$567K +$11.6K +446 +2%
Osaic Holdings
113
Osaic Holdings
Arizona
$564K +$46.9K +1,800 +9%
AQR Capital Management
114
AQR Capital Management
Connecticut
$550K -$401K -15,396 -41%
EFG
115
Ethos Financial Group
Pennsylvania
$548K
PWS
116
Proactive Wealth Strategies
Georgia
$545K +$3.94K +151 +0.7%
AWM
117
AE Wealth Management
Kansas
$540K -$359K -13,788 -39%
SB
118
Strategic Blueprint
Georgia
$535K -$316K -12,119 -36%
TC
119
Trilogy Capital
California
$531K +$225K +8,625 +70%
MWM
120
Meridian Wealth Management
Kentucky
$528K -$87.1K -3,342 -14%
Comerica Bank
121
Comerica Bank
Texas
$526K +$447K +17,161 +467%
KAS
122
Kestra Advisory Services
Texas
$520K -$240K -9,193 -31%
SPIA
123
Steward Partners Investment Advisory
New York
$517K +$86.5K +3,318 +19%
SEIA
124
Signature Estate & Investment Advisors
California
$494K -$177K -6,801 -26%
Creative Planning
125
Creative Planning
Kansas
$486K -$2.74K -105 -0.5%

DBMF Hedge Fund Activity: Q1 2025 in Review

189 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iMGP DBi Managed Futures Strategy ETF (DBMF) for Q1 2025, worth a combined $877M — down 7.9% from $953M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DBMF positions and 28 closed out — a net gain of 3 holders — while 79 added to existing stakes and 68 trimmed.

The largest buyer was LPL Financial, adding an estimated $120M. The largest seller was JP Morgan Chase, cutting an estimated $142M.

  • 189 institutional investors held iMGP DBi Managed Futures Strategy ETF (DBMF) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $877M of iMGP DBi Managed Futures Strategy ETF stock for Q1 2025, down 7.9% quarter-over-quarter.
  • 31 funds opened new iMGP DBi Managed Futures Strategy ETF positions in Q1 2025 and 28 closed out, a net change of +3 holders.
  • The largest iMGP DBi Managed Futures Strategy ETF buyer in Q1 2025 was LPL Financial, an estimated $120M added.
  • The largest iMGP DBi Managed Futures Strategy ETF seller in Q1 2025 was JP Morgan Chase, an estimated $142M sold.

Based on aggregated 13F filings for Q1 2025.