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iMGP DBi Managed Futures Strategy ETF

183 hedge funds and large institutions have $858M invested in iMGP DBi Managed Futures Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 68 reducing their positions, and 28 closing their positions.

Holders
183
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
2.49%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.19%
New
31
Increased
74
Reduced
68
Closed
28
Calls
$584K
Puts
$280K
Net Calls
+$304K
Net Calls Change
+$225K
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$124M 4,907,416 +4,615,371 +1,580%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$70.2M 2,779,372 +312,802 +13%
Morgan Stanley
3
Morgan Stanley
New York
$59.6M 2,360,191 +357,220 +18%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$49.9M 1,973,666 +638,360 +48%
NW
5
Naviter Wealth
Arkansas
$47.2M 1,851,764 -5,478 -0.3%
GA
6
Goldstein Advisors
Wisconsin
$30.4M 1,203,999 +233,042 +24%
LGWM
7
Litman Gregory Wealth Management
California
$29.8M 1,180,213 -304,719 -21%
CPCM
8
Cardinal Point Capital Management
Ontario, Canada
$27.5M 1,087,845 +24,589 +2%
Raymond James Financial
9
Raymond James Financial
Florida
$21M 829,680 +518,346 +166%
OIA
10
OneDigital Investment Advisors
Kansas
$17.6M 696,741 -30,289 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$16.9M 670,739 +103,036 +18%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15M 592,474 -722,818 -55%
SWRP
13
Summit Wealth & Retirement Planning
California
$14.2M 563,590 +11,466 +2%
VA
14
Valmark Advisers
Ohio
$12.5M 494,835 -11,433 -2%
AFFA
15
ALM First Financial Advisors
Texas
$11.9M 472,305 +40,177 +9%
SC
16
Savant Capital
Illinois
$11.6M 457,502 +14,715 +3%
AWM
17
Austin Wealth Management
Texas
$11.4M 451,674 +74,330 +20%
PAG
18
Private Advisor Group
New Jersey
$10.8M 429,412 +107,626 +33%
SPWG
19
Sage Private Wealth Group
Illinois
$10.6M 419,089 +1,920 +0.5%
NYLIM
20
New York Life Investment Management
New York
$10.1M 398,859 +129,906 +48%
Wells Fargo
21
Wells Fargo
California
$9.89M 391,388 -288,828 -42%
FIC
22
Family Investment Center
Missouri
$8.94M 353,893 -109,344 -24%
IWP
23
IAG Wealth Partners
Wisconsin
$8.74M 345,912 +345,912 New
RRWA
24
Rainey & Randall Wealth Advisors
Florida
$8.15M 322,537 +2,228 +0.7%
Truist Financial
25
Truist Financial
North Carolina
$8.01M 317,068 +4,082 +1%