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iMGP DBi Managed Futures Strategy ETF

141 hedge funds and large institutions have $705M invested in iMGP DBi Managed Futures Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
141
Holders Change
+11
Holders Change %
+8.46%
% of All Funds
2.04%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
29
Increased
61
Reduced
45
Closed
16
Calls
$344K
Puts
$298K
Net Calls
+$46K
Net Calls Change
+$46K
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$106M 3,712,389 +3,410,762 +1,131%
MMA
2
Miracle Mile Advisors
California
$63.8M 2,225,703 -25,323 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$51.2M 1,785,341 +1,287,966 +259%
NW
4
Naviter Wealth
Arkansas
$43.4M 1,514,886 +1,252,680 +478%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$34.7M 1,209,502 +170,297 +16%
GA
6
Goldstein Advisors
Wisconsin
$27.8M 967,622 +87,360 +10%
CPCM
7
Cardinal Point Capital Management
Ontario, Canada
$26.8M 935,980 +446,290 +91%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$26.3M 915,889 +3,250 +0.4%
VA
9
Valmark Advisers
Ohio
$23.2M 810,420 +32,703 +4%
LGWM
10
Litman Gregory Wealth Management
California
$22.3M 777,024 -10,595 -1%
SWRP
11
Summit Wealth & Retirement Planning
California
$17.8M 618,956 +294,550 +91%
Morgan Stanley
12
Morgan Stanley
New York
$15.4M 537,604 -610,230 -53%
FIC
13
Family Investment Center
Missouri
$14.7M 512,931 +503,741 +5,481%
OIA
14
OneDigital Investment Advisors
Kansas
$12.5M 437,198 -24,217 -5%
FAM
15
Frontier Asset Management
Wyoming
$12.3M 428,539 +278,119 +185%
SPWG
16
Sage Private Wealth Group
Illinois
$10.2M 356,194 +88,481 +33%
Osaic Holdings
17
Osaic Holdings
Arizona
$9.33M 325,480 -94,641 -23%
SC
18
Savant Capital
Illinois
$8.56M 298,561 +62,532 +26%
LPL Financial
19
LPL Financial
California
$8.5M 296,228 +57,006 +24%
AFFA
20
ALM First Financial Advisors
Texas
$7.74M 270,000
FH
21
FWG Holdings
Florida
$7.08M 239,305 +5,157 +2%
AWM
22
Austin Wealth Management
Texas
$6.69M 225,227 +32,132 +17%
EFMC
23
Empire Financial Management Company
New York
$6.26M 218,250 +10,291 +5%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.17M 215,106 +15,301 +8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.08M 212,054 -6,013 -3%