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iMGP DBi Managed Futures Strategy ETF

154 hedge funds and large institutions have $495M invested in iMGP DBi Managed Futures Strategy ETF in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 18 closing their positions.

Holders
154
Holders Change
+53
Holders Change %
+52.48%
% of All Funds
2.48%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.23%
New
73
Increased
45
Reduced
29
Closed
18
Calls
$608K
Puts
$119K
Net Calls
+$489K
Net Calls Change
+$489K
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$28.3M 971,401 +782,044 +413%
State Street
2
State Street
Massachusetts
$23.1M 793,137 +793,137 New
VA
3
Valmark Advisers
Ohio
$22M 756,326 +24,010 +3%
NW
4
Naviter Wealth
Arkansas
$21.5M 756,912 +756,912 New
RWRC
5
R.W. Roge & Company
New York
$21.4M 736,686 -154,300 -17%
CIM
6
Cambria Investment Management
California
$19.6M 674,422 +195,955 +41%
GA
7
Goldstein Advisors
Wisconsin
$17M 584,535 +584,535 New
LPL Financial
8
LPL Financial
California
$16.6M 569,839 +95,735 +20%
FAM
9
Frontier Asset Management
Wyoming
$14.4M 493,442 +390,230 +378%
SMC
10
Smith, Moore & Co
Missouri
$13M 445,570 +2,672 +0.6%
EFG
11
Ethos Financial Group
Pennsylvania
$12.4M 427,616 +427,616 New
LGWM
12
Litman Gregory Wealth Management
California
$12.1M 415,344 -50,911 -11%
SWRP
13
Summit Wealth & Retirement Planning
California
$11.8M 404,902 +33,731 +9%
OIA
14
OneDigital Investment Advisors
Kansas
$10.9M 373,706 +292,506 +360%
PA
15
PFG Advisors
Arizona
$10.6M 362,841 +25,719 +8%
GVAG
16
Great Valley Advisor Group
Delaware
$9.84M 338,200 +11,695 +4%
DAS
17
Dynamic Advisor Solutions
Arizona
$8.61M 295,689 +295,689 New
AFFA
18
ALM First Financial Advisors
Texas
$7.86M 270,000 +270,000 New
CRC
19
Catawba River Capital
South Carolina
$7.83M 268,942 -588 -0.2%
TWM
20
TMD Wealth Management
Arizona
$6.92M 237,828 +237,828 New
MCC
21
Money Concepts Capital
Florida
$6.5M 223,423 -27,345 -11%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$6.48M 222,462 +222,462 New
SPWG
23
Sage Private Wealth Group
Illinois
$5.9M 202,850 +202,820 +676,067%
LS
24
Leelyn Smith
Illinois
$5.85M 201,079 +73,569 +58%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.73M 196,986 +11,620 +6%