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iMGP DBi Managed Futures Strategy ETF
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Overview Fund Activity

185 hedge funds and large institutions have $938M invested in iMGP DBi Managed Futures Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 75 increasing their positions, 52 reducing their positions, and 15 closing their positions.

Holders
185
Holders Change
+29
Holders Change %
+18.59%
% of All Funds
2.46%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.23%
New
48
Increased
75
Reduced
52
Closed
15
Calls
$107K
Puts
$28K
Net Calls
+$79K
Net Calls Change
+$88K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$148M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$34.5M
3
PPW
3
Parcion Private Wealth
Washington
$31.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$52.4M
5
Wells Fargo
5
Wells Fargo
California
$17.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.4M
2
MMA
2
Miracle Mile Advisors
California
$0
3
SWRP
3
Summit Wealth & Retirement Planning
California
$14.4M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
FAM
5
Frontier Asset Management
Wyoming
$7.99M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$148M 5,669,140 +5,300,530 +1,438%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$64.5M 2,466,570 +437,937 +22%
Morgan Stanley
3
Morgan Stanley
New York
$52.4M 2,002,971 +856,376 +75%
NW
4
Naviter Wealth
Arkansas
$48.6M 1,857,242 +172,742 +10%
LGWM
5
Litman Gregory Wealth Management
California
$38.8M 1,484,932 +498,845 +51%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$34.9M 1,335,306 +4,527 +0.3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$34.5M 1,319,898 +1,273,302 +2,733%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$34.4M 1,315,292 -649,485 -33%
PPW
9
Parcion Private Wealth
Washington
$31.8M 1,216,261 +1,216,261 New
CPCM
10
Cardinal Point Capital Management
Ontario, Canada
$27.8M 1,063,256 +25,421 +2%
GA
11
Goldstein Advisors
Wisconsin
$25.4M 970,957 -66,904 -6%
OIA
12
OneDigital Investment Advisors
Kansas
$19M 727,030 +92,820 +15%
Wells Fargo
13
Wells Fargo
California
$17.8M 680,216 +680,216 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$14.9M 567,703 +336,869 +146%
SWRP
15
Summit Wealth & Retirement Planning
California
$14.4M 552,124 -112,590 -17%
VA
16
Valmark Advisers
Ohio
$13.2M 506,268 -50,609 -9%
FIC
17
Family Investment Center
Missouri
$12.1M 463,237 +23,100 +5%
SC
18
Savant Capital
Illinois
$11.6M 442,787 +78,591 +22%
AFFA
19
ALM First Financial Advisors
Texas
$11.3M 432,128 +65,064 +18%
SPWG
20
Sage Private Wealth Group
Illinois
$10.9M 417,169 +24,514 +6%
AWM
21
Austin Wealth Management
Texas
$10.1M 377,344 +57,506 +18%
PAG
22
Private Advisor Group
New Jersey
$8.42M 321,786 +91,578 +40%
RRWA
23
Rainey & Randall Wealth Advisors
Florida
$8.38M 320,309 +288,680 +913%
Truist Financial
24
Truist Financial
North Carolina
$8.19M 312,986 +38,255 +14%
AIM
25
Astor Investment Management
Illinois
$8.16M 311,921 +311,921 New
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