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iMGP DBi Managed Futures Strategy ETF

135 hedge funds and large institutions have $713M invested in iMGP DBi Managed Futures Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
2.15%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
18
Increased
60
Reduced
44
Closed
18
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$46K
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$204M 7,074,260 +6,791,529 +2,402%
MMA
2
Miracle Mile Advisors
California
$70.1M 2,425,513 +199,830 +9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$38.1M 1,317,148 +57,379 +5%
NW
4
Naviter Wealth
Arkansas
$30.7M 1,062,704 +120,142 +13%
LPL Financial
5
LPL Financial
California
$30.1M 1,039,828 +711,763 +217%
GA
6
Goldstein Advisors
Wisconsin
$23.4M 809,868 +53,861 +7%
LGWM
7
Litman Gregory Wealth Management
California
$23.1M 800,369 +16,863 +2%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$22.7M 784,436 +359,042 +84%
VA
9
Valmark Advisers
Ohio
$21.9M 757,184 +21,612 +3%
OIA
10
OneDigital Investment Advisors
Kansas
$20.4M 704,838 +56,081 +9%
SWRP
11
Summit Wealth & Retirement Planning
California
$14.8M 513,387 +35,962 +8%
Osaic Holdings
12
Osaic Holdings
Arizona
$14M 482,776 +161,879 +50%
EFG
13
Ethos Financial Group
Pennsylvania
$9M 311,647 -48,122 -13%
Morgan Stanley
14
Morgan Stanley
New York
$8.67M 299,888 +167,986 +127%
IWP
15
Innova Wealth Partners
Pennsylvania
$8.58M 296,827 +71,620 +32%
SPWG
16
Sage Private Wealth Group
Illinois
$8.12M 281,027 +27,765 +11%
AFFA
17
ALM First Financial Advisors
Texas
$7.8M 270,000
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$7.74M 267,683 +10,489 +4%
SC
19
Savant Capital
Illinois
$6.66M 230,576 +71,883 +45%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$6.18M 213,767 +4,468 +2%
LS
21
Leelyn Smith
Illinois
$6.17M 213,499 -14,436 -6%
EFMC
22
Empire Financial Management Company
New York
$6M 207,752 -3,531 -2%
FH
23
FWG Holdings
Florida
$6M 205,831 +3,579 +2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$5.85M 202,466 +2,039 +1%
FAM
25
Frontier Asset Management
Wyoming
$5.74M 198,518 -7,784 -4%