We are live on ! Find out more
DBMF icon

iMGP DBi Managed Futures Strategy ETF

189 hedge funds and large institutions have $817M invested in iMGP DBi Managed Futures Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 65

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

1% more funds holding

Funds holding: 188189 (+1)

7% less capital invested

Capital invested by funds: $876M → $817M (-$59.1M)

8.95% less ownership

Funds ownership: 76.92%67.97% (-9%)

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
2.49%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
26
Increased
83
Reduced
65
Closed
24
Calls
$496K
Puts
Net Calls
+$496K
Net Calls Change
+$192K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$133M +$6.31M +249,572 +5%
Morgan Stanley
2
Morgan Stanley
New York
$69M +$8.11M +320,632 +14%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$48.8M -$1.96M -77,481 -4%
Raymond James Financial
4
Raymond James Financial
Florida
$33.1M +$11.5M +455,884 +55%
GA
5
Goldstein Advisors
Wisconsin
$30.4M -$606K -23,964 -2%
LGWM
6
Litman Gregory Wealth Management
California
$30M -$337K -13,319 -1%
CPCM
7
Cardinal Point Capital Management
Ontario, Canada
$27.9M -$72.1K -2,850 -0.3%
SC
8
Savant Capital
Illinois
$18M +$6.15M +243,295 +53%
OIA
9
OneDigital Investment Advisors
Kansas
$17.7M -$190K -7,518 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$16.3M +$1.03M +40,844 +7%
SWRP
11
Summit Wealth & Retirement Planning
California
$15.1M +$564K +22,309 +4%
AWM
12
Austin Wealth Management
Texas
$14.3M +$2.73M +108,085 +24%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$12.8M -$4.35M -171,924 -26%
VA
14
Valmark Advisers
Ohio
$12.2M -$500K -19,766 -4%
NYLIM
15
New York Life Investment Management
New York
$12.2M +$1.92M +75,961 +19%
AFFA
16
ALM First Financial Advisors
Texas
$12.2M
SPWG
17
Sage Private Wealth Group
Illinois
$11.9M +$1.06M +41,862 +10%
IWP
18
IAG Wealth Partners
Wisconsin
$10.7M +$1.74M +68,655 +20%
PAG
19
Private Advisor Group
New Jersey
$10.3M -$730K -28,852 -7%
Wells Fargo
20
Wells Fargo
California
$9.92M -$146K -5,762 -1%
EPAM
21
Evelyn Partners Asset Management
$9.7M -$761K -30,074 -7%
AWM
22
Axxcess Wealth Management
California
$9.34M +$2.74M +108,404 +43%
FFO
23
Fortitude Family Office
Arizona
$8.73M +$720K +28,486 +9%
TI
24
Tidal Investments
Wisconsin
$8.72M +$5.01M +198,219 +141%
RT
25
Rockland Trust
Massachusetts
$7.54M +$7.41M +293,140 New

DBMF Hedge Fund Activity: Q2 2025 in Review

189 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iMGP DBi Managed Futures Strategy ETF (DBMF) for Q2 2025, worth a combined $817M — down 6.7% from $876M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DBMF positions and 24 closed out — a net gain of 2 holders — while 83 added to existing stakes and 65 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $11.5M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $65.4M.

  • 189 institutional investors held iMGP DBi Managed Futures Strategy ETF (DBMF) as of Q2 2025, up from 188 in Q1 2025.
  • Funds reported $817M of iMGP DBi Managed Futures Strategy ETF stock for Q2 2025, down 6.7% quarter-over-quarter.
  • 26 funds opened new iMGP DBi Managed Futures Strategy ETF positions in Q2 2025 and 24 closed out, a net change of +2 holders.
  • The largest iMGP DBi Managed Futures Strategy ETF buyer in Q2 2025 was Raymond James Financial, an estimated $11.5M added.
  • The largest iMGP DBi Managed Futures Strategy ETF seller in Q2 2025 was Carson Wealth (CWM LLC), an estimated $65.4M sold.

Based on aggregated 13F filings for Q2 2025.