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iMGP DBi Managed Futures Strategy ETF

136 hedge funds and large institutions have $442M invested in iMGP DBi Managed Futures Strategy ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 55 reducing their positions, and 24 closing their positions.

Holders
136
Holders Change
-3
Holders Change %
-2.16%
% of All Funds
2.15%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
24
Increased
45
Reduced
55
Closed
24
Calls
$284K
Puts
$240K
Net Calls
+$44K
Net Calls Change
-$351K
Name Market Value Shares Shares
Change
Shares
Change %
MMA
1
Miracle Mile Advisors
California
$61.5M 2,225,683 +2,127,972 +2,178%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$34.8M 1,259,769 +616,877 +96%
NW
3
Naviter Wealth
Arkansas
$26M 942,562 +592,629 +169%
LGWM
4
Litman Gregory Wealth Management
California
$21.6M 783,506 +783,506 New
GA
5
Goldstein Advisors
Wisconsin
$20.9M 756,007 +103,030 +16%
VA
6
Valmark Advisers
Ohio
$20.3M 735,572 -64,951 -8%
OIA
7
OneDigital Investment Advisors
Kansas
$17.9M 648,757 +120,169 +23%
SWRP
8
Summit Wealth & Retirement Planning
California
$13.2M 477,425 +158,086 +50%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$11.8M 425,394 +97,233 +30%
EFG
10
Ethos Financial Group
Pennsylvania
$9.46M 359,769
LPL Financial
11
LPL Financial
California
$9.06M 328,065 -197,987 -38%
Osaic Holdings
12
Osaic Holdings
Arizona
$8.87M 320,897 +120,180 +60%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$7.81M 282,731 +4,708 +2%
AFFA
14
ALM First Financial Advisors
Texas
$7.46M 270,000
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$7.11M 257,194 +45,173 +21%
TWM
16
TMD Wealth Management
Arizona
$7M 253,323 +2,351 +0.9%
SPWG
17
Sage Private Wealth Group
Illinois
$7M 253,262 +28,834 +13%
LS
18
Leelyn Smith
Illinois
$6.3M 227,935 -11,704 -5%
IWP
19
Innova Wealth Partners
Pennsylvania
$6.22M 225,207 +102,383 +83%
EFMC
20
Empire Financial Management Company
New York
$5.84M 211,283 +6,863 +3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.78M 209,299 +5,461 +3%
FAM
22
Frontier Asset Management
Wyoming
$5.7M 206,302 +28,199 +16%
FH
23
FWG Holdings
Florida
$5.6M 202,252 -6,571 -3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$5.54M 200,427 -34,232 -15%
CL
25
CSS LLC
Illinois
$5.09M 184,141