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iMGP DBi Managed Futures Strategy ETF
DBMF

Overview Fund Activity

154 hedge funds and large institutions have $750M invested in iMGP DBi Managed Futures Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 39 reducing their positions, and 14 closing their positions.

Holders
154
Holders Change
+13
Holders Change %
+9.22%
% of All Funds
2.24%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
31
Increased
74
Reduced
39
Closed
14
Calls
$63K
Puts
$192K
Net Calls
-$129K
Net Calls Change
-$175K

Top Buyers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$10.4M
2
LPL Financial
2
LPL Financial
California
$16.2M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$42.6M
4
QAM
4
Q3 Asset Management
Michigan
$5.86M
5
SAM
5
Stansberry Asset Management
Texas
$4.29M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$35.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$98.4M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.55M
4
VA
4
Valmark Advisers
Ohio
$18M
5
RAM
5
RedJay Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$98.4M 3,271,854 -440,535 -12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$57M 1,895,164 +109,823 +6%
NW
3
Naviter Wealth
Arkansas
$49.2M 1,636,054 +121,168 +8%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$42.6M 1,418,236 +208,734 +17%
MMA
5
Miracle Mile Advisors
California
$35.9M 1,194,274 -1,031,429 -46%
CPCM
6
Cardinal Point Capital Management
Ontario, Canada
$30.3M 1,007,526 +71,546 +8%
GA
7
Goldstein Advisors
Wisconsin
$30.2M 1,006,072 +38,450 +4%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$30.2M 1,006,012 +90,123 +10%
LGWM
9
Litman Gregory Wealth Management
California
$27.5M 913,944 +136,920 +18%
Morgan Stanley
10
Morgan Stanley
New York
$19.9M 663,603 +125,999 +23%
SWRP
11
Summit Wealth & Retirement Planning
California
$19.3M 643,329 +24,373 +4%
VA
12
Valmark Advisers
Ohio
$18M 600,284 -210,136 -26%
FIC
13
Family Investment Center
Missouri
$17M 564,844 +51,913 +10%
LPL Financial
14
LPL Financial
California
$16.2M 538,818 +242,590 +82%
OIA
15
OneDigital Investment Advisors
Kansas
$13M 433,333 -3,865 -0.9%
FAM
16
Frontier Asset Management
Wyoming
$11.9M 396,280 -32,259 -8%
SPWG
17
Sage Private Wealth Group
Illinois
$11.3M 374,412 +18,218 +5%
BHWA
18
Beacon Harbor Wealth Advisors
Virginia
$10.4M 346,715 +346,715 New
SC
19
Savant Capital
Illinois
$8.91M 296,314 -2,247 -0.8%
NYLIM
20
New York Life Investment Management
New York
$8.8M 292,707 +124,704 +74%
AFFA
21
ALM First Financial Advisors
Texas
$8.12M 270,000 – –
FH
22
FWG Holdings
Florida
$7.59M 256,664 +17,359 +7%
AWM
23
Austin Wealth Management
Texas
$7.46M 247,261 +22,034 +10%
IWP
24
Innova Wealth Partners
Pennsylvania
$6.72M 223,631 +87,403 +64%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$6.54M 217,543 +2,437 +1%
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