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iMGP DBi Managed Futures Strategy ETF

188 hedge funds and large institutions have $876M invested in iMGP DBi Managed Futures Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $584K | Put options by funds: $280K

15% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 68

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

1.68% more ownership

Funds ownership: 75.24%76.92% (+1.7%)

1% less funds holding

Funds holding: 189188 (-1)

8% less capital invested

Capital invested by funds: $953M → $876M (-$76.4M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
188
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.52%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.2%
New
31
Increased
78
Reduced
68
Closed
28
Calls
$584K
Puts
$280K
Net Calls
+$304K
Net Calls Change
+$225K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$124M +$120M +4,615,371 +1,580%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$70.2M +$8.15M +312,802 +13%
Morgan Stanley
3
Morgan Stanley
New York
$59.6M +$9.31M +357,220 +18%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$49.9M +$16.6M +638,360 +48%
NW
5
Naviter Wealth
Arkansas
$47.2M -$143K -5,478 -0.3%
GA
6
Goldstein Advisors
Wisconsin
$30.4M +$6.08M +233,042 +24%
LGWM
7
Litman Gregory Wealth Management
California
$29.8M -$7.94M -304,719 -21%
CPCM
8
Cardinal Point Capital Management
Ontario, Canada
$27.5M +$641K +24,589 +2%
Raymond James Financial
9
Raymond James Financial
Florida
$21M +$13.5M +518,346 +166%
OIA
10
OneDigital Investment Advisors
Kansas
$17.6M -$790K -30,289 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$16.9M +$2.69M +103,036 +18%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15M -$18.8M -722,818 -55%
SWRP
13
Summit Wealth & Retirement Planning
California
$14.2M +$299K +11,466 +2%
VA
14
Valmark Advisers
Ohio
$12.5M -$298K -11,433 -2%
AFFA
15
ALM First Financial Advisors
Texas
$11.9M +$1.05M +40,177 +9%
SC
16
Savant Capital
Illinois
$11.6M +$384K +14,715 +3%
AWM
17
Austin Wealth Management
Texas
$11.4M +$1.94M +74,330 +20%
PAG
18
Private Advisor Group
New Jersey
$10.8M +$2.81M +107,626 +33%
SPWG
19
Sage Private Wealth Group
Illinois
$10.6M +$50.1K +1,920 +0.5%
EPAM
20
Evelyn Partners Asset Management
$10.3M +$375K +14,368 +4%
NYLIM
21
New York Life Investment Management
New York
$10.1M +$3.39M +129,906 +48%
Wells Fargo
22
Wells Fargo
California
$9.89M -$7.53M -288,828 -42%
FIC
23
Family Investment Center
Missouri
$8.94M -$2.85M -109,344 -24%
IWP
24
IAG Wealth Partners
Wisconsin
$8.74M +$9.02M +345,912 New
RRWA
25
Rainey & Randall Wealth Advisors
Florida
$8.15M +$58.1K +2,228 +0.7%

DBMF Hedge Fund Activity: Q1 2025 in Review

188 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iMGP DBi Managed Futures Strategy ETF (DBMF) for Q1 2025, worth a combined $876M — down 8% from $953M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DBMF positions and 28 closed out — a net gain of 3 holders — while 78 added to existing stakes and 68 trimmed.

The largest buyer was LPL Financial, adding an estimated $120M. The largest seller was JP Morgan Chase, cutting an estimated $142M.

  • 188 institutional investors held iMGP DBi Managed Futures Strategy ETF (DBMF) as of Q1 2025, down from 189 in Q4 2024.
  • Funds reported $876M of iMGP DBi Managed Futures Strategy ETF stock for Q1 2025, down 8% quarter-over-quarter.
  • 31 funds opened new iMGP DBi Managed Futures Strategy ETF positions in Q1 2025 and 28 closed out, a net change of +3 holders.
  • The largest iMGP DBi Managed Futures Strategy ETF buyer in Q1 2025 was LPL Financial, an estimated $120M added.
  • The largest iMGP DBi Managed Futures Strategy ETF seller in Q1 2025 was JP Morgan Chase, an estimated $142M sold.

Based on aggregated 13F filings for Q1 2025.