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iMGP DBi Managed Futures Strategy ETF

130 hedge funds and large institutions have $465M invested in iMGP DBi Managed Futures Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 52 reducing their positions, and 27 closing their positions.

Holders
130
Holders Change
-5
Holders Change %
-3.7%
% of All Funds
1.91%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
26
Increased
47
Reduced
52
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MMA
1
Miracle Mile Advisors
California
$58M 2,251,026 -174,487 -7%
Morgan Stanley
2
Morgan Stanley
New York
$29.6M 1,147,834 +847,946 +283%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$26.8M 1,039,205 +771,522 +288%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$23.5M 912,639 +128,203 +16%
Jane Street
5
Jane Street
New York
$22.8M 885,304 +885,304 New
GA
6
Goldstein Advisors
Wisconsin
$22.7M 880,262 +70,394 +9%
LGWM
7
Litman Gregory Wealth Management
California
$20.3M 787,619 -12,750 -2%
VA
8
Valmark Advisers
Ohio
$20M 777,717 +20,533 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$12.8M 497,375 -819,773 -62%
CPCM
10
Cardinal Point Capital Management
Ontario, Canada
$12.6M 489,690 +489,690 New
OIA
11
OneDigital Investment Advisors
Kansas
$11.9M 461,415 -243,423 -35%
Osaic Holdings
12
Osaic Holdings
Arizona
$10.8M 420,121 -62,655 -13%
SWRP
13
Summit Wealth & Retirement Planning
California
$8.36M 324,406 -188,981 -37%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$7.77M 301,627 -6,772,633 -96%
AFFA
15
ALM First Financial Advisors
Texas
$6.96M 270,000
SPWG
16
Sage Private Wealth Group
Illinois
$6.9M 267,713 -13,314 -5%
NW
17
Naviter Wealth
Arkansas
$6.75M 262,206 -800,498 -75%
LPL Financial
18
LPL Financial
California
$6.16M 239,222 -800,606 -77%
FH
19
FWG Holdings
Florida
$6.09M 234,148 +28,317 +14%
SC
20
Savant Capital
Illinois
$6.08M 236,029 +5,453 +2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$6.07M 235,783 +214,561 +1,011%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.62M 218,067 +4,300 +2%
EFMC
23
Empire Financial Management Company
New York
$5.36M 207,959 +207 +0.1%
AWM
24
Austin Wealth Management
Texas
$5.2M 193,095 +123,182 +176%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.15M 199,805 -2,661 -1%