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iMGP DBi Managed Futures Strategy ETF

139 hedge funds and large institutions have $367M invested in iMGP DBi Managed Futures Strategy ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 37 closing their positions.

Holders
139
Holders Change
-15
Holders Change %
-9.74%
% of All Funds
2.23%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.14%
New
29
Increased
46
Reduced
55
Closed
37
Calls
$428K
Puts
$33K
Net Calls
+$395K
Net Calls Change
-$94K
Name Market Value Shares Shares
Change
Shares
Change %
VA
1
Valmark Advisers
Ohio
$21.1M 800,523 +44,197 +6%
State Street
2
State Street
Massachusetts
$20.9M 793,137
GA
3
Goldstein Advisors
Wisconsin
$17.2M 652,977 +68,442 +12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.9M 642,892 -328,509 -34%
OIA
5
OneDigital Investment Advisors
Kansas
$13.9M 528,588 +154,882 +41%
LPL Financial
6
LPL Financial
California
$13.8M 526,052 -43,787 -8%
GVAG
7
Great Valley Advisor Group
Delaware
$9.85M 374,617 +36,417 +11%
PA
8
PFG Advisors
Arizona
$9.62M 365,852 +3,011 +0.8%
EFG
9
Ethos Financial Group
Pennsylvania
$9.46M 359,769 -67,847 -16%
NW
10
Naviter Wealth
Arkansas
$9.2M 349,933 -406,979 -54%
DAS
11
Dynamic Advisor Solutions
Arizona
$8.75M 332,805 +37,116 +13%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$8.63M 328,161 +328,161 New
SWRP
13
Summit Wealth & Retirement Planning
California
$8.4M 319,339 -85,563 -21%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$7.31M 278,023 +55,561 +25%
AFFA
15
ALM First Financial Advisors
Texas
$7.1M 270,000
CRC
16
Catawba River Capital
South Carolina
$6.76M 257,061 -11,881 -4%
TWM
17
TMD Wealth Management
Arizona
$6.6M 250,972 +13,144 +6%
FHC
18
First Heartland Consultants
Missouri
$6.34M 241,072 +77,231 +47%
LS
19
Leelyn Smith
Illinois
$6.3M 239,639 +38,560 +19%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$6.03M 229,095 +56,981 +33%
SPWG
21
Sage Private Wealth Group
Illinois
$5.9M 224,428 +21,578 +11%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$5.58M 212,021 +27,253 +15%
FH
23
FWG Holdings
Florida
$5.49M 208,823 +83,522 +67%
EFMC
24
Empire Financial Management Company
New York
$5.38M 204,420 +204,420 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$5.36M 203,838 +22,049 +12%