DBMF icon

iMGP DBi Managed Futures Strategy ETF
DBMF

Overview Fund Activity

156 hedge funds and large institutions have $649M invested in iMGP DBi Managed Futures Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 50 reducing their positions, and 19 closing their positions.

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.26%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
23
Increased
73
Reduced
50
Closed
19
Calls
$5K
Puts
$14K
Net Calls
-$9K
Net Calls Change
+$120K

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$57.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$32.3M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$37.4M
4
Truist Financial
4
Truist Financial
North Carolina
$7.73M
5
FWM
5
FMA Wealth Management
Massachusetts
$5.92M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10.4M
2
MMA
2
Miracle Mile Advisors
California
$5.91M
3
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$0
4
IWP
4
Innova Wealth Partners
Pennsylvania
$0
5
LPL Financial
5
LPL Financial
California
$8.75M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$57.1M 2,028,633 +610,397 +43%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$55.3M 1,964,777 +69,613 +4%
NW
3
Naviter Wealth
Arkansas
$47.4M 1,684,500 +48,446 +3%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$37.4M 1,330,779 +324,767 +32%
Morgan Stanley
5
Morgan Stanley
New York
$32.3M 1,146,595 +482,992 +73%
GA
6
Goldstein Advisors
Wisconsin
$29.2M 1,037,861 +31,789 +3%
CPCM
7
Cardinal Point Capital Management
Ontario, Canada
$29.2M 1,037,835 +30,309 +3%
LGWM
8
Litman Gregory Wealth Management
California
$27.7M 986,087 +72,143 +8%
SWRP
9
Summit Wealth & Retirement Planning
California
$18.7M 664,714 +21,385 +3%
OIA
10
OneDigital Investment Advisors
Kansas
$17.8M 634,210 +200,877 +46%
VA
11
Valmark Advisers
Ohio
$15.7M 556,877 -43,407 -7%
FIC
12
Family Investment Center
Missouri
$12.4M 440,137 -124,707 -22%
SPWG
13
Sage Private Wealth Group
Illinois
$11M 392,655 +18,243 +5%
FAM
14
Frontier Asset Management
Wyoming
$10.8M 384,812 -11,468 -3%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$10.4M 368,610 -2,903,244 -89%
AFFA
16
ALM First Financial Advisors
Texas
$10.3M 367,064 +97,064 +36%
SC
17
Savant Capital
Illinois
$10.2M 364,196 +67,882 +23%
AWM
18
Austin Wealth Management
Texas
$8.92M 319,838 +72,577 +29%
LPL Financial
19
LPL Financial
California
$8.75M 311,066 -227,752 -42%
NYLIM
20
New York Life Investment Management
New York
$8.42M 299,312 +6,605 +2%
Truist Financial
21
Truist Financial
North Carolina
$7.73M 274,731 +274,731 New
FH
22
FWG Holdings
Florida
$6.99M 256,002 -662 -0.3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$6.98M 248,077 +36,099 +17%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.49M 230,834 +13,291 +6%
PAG
25
Private Advisor Group
New Jersey
$6.48M 230,208 +128,611 +127%
1
2 3 4 5