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iMGP DBi Managed Futures Strategy ETF

241 hedge funds and large institutions have $1.62B invested in iMGP DBi Managed Futures Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 105 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 14

81% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 58

43% more capital invested

Capital invested by funds: $1.13B → $1.62B (+$489M)

26% more funds holding

Funds holding: 192241 (+49)

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

3.91% more ownership

Funds ownership: 76.82%80.73% (+3.9%)

20% less call options, than puts

Call options by funds: $805K | Put options by funds: $1M

Holders
241
Holders Change
+49
Holders Change %
+25.52%
% of All Funds
2.93%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
64
Increased
105
Reduced
58
Closed
14
Calls
$805K
Puts
$1M
Net Calls
-$200K
Net Calls Change
-$500K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$220M +$4.28M +149,909 +2%
JP Morgan Chase
2
JP Morgan Chase
New York
$207M +$210M +7,369,216 +139,913%
LPL Financial
3
LPL Financial
California
$158M +$10.1M +355,157 +7%
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$87.8M +$89M +3,121,070 New
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$60.8M +$5.66M +198,372 +10%
TI
6
Tidal Investments
Wisconsin
$45.5M +$26.2M +917,173 +130%
PPW
7
Parcion Private Wealth
Washington
$43.7M +$568K +19,903 +1%
Raymond James Financial
8
Raymond James Financial
Florida
$40.9M +$2.55M +89,369 +7%
CPCM
9
Cardinal Point Capital Management
Ontario, Canada
$32.7M +$1.19M +41,605 +4%
LGWM
10
Litman Gregory Wealth Management
California
$31.3M -$1.19M -41,761 -4%
GA
11
Goldstein Advisors
Wisconsin
$29.5M -$588K -20,626 -2%
SC
12
Savant Capital
Illinois
$27.1M +$63.3K +2,218 +0.2%
PFM
13
Potomac Fund Management
Florida
$24.1M +$1.07M +37,415 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$21.3M +$15.3M +537,000 +241%
OIA
15
OneDigital Investment Advisors
Kansas
$18.1M -$573K -20,089 -3%
AWM
16
Austin Wealth Management
Texas
$18M +$732K +25,661 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$17.5M -$828K -29,020 -4%
RT
18
Rockland Trust
Massachusetts
$17M +$3.71M +130,070 +27%
SWRP
19
Summit Wealth & Retirement Planning
California
$16.8M +$277K +9,701 +2%
NYLIM
20
New York Life Investment Management
New York
$16M -$130K -4,563 -0.8%
IWP
21
IAG Wealth Partners
Wisconsin
$15.9M +$838K +29,386 +5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$15.4M +$629K +22,059 +4%
PCM
23
Penserra Capital Management
California
$14.9M +$15.2M +531,851 New
SPWG
24
Sage Private Wealth Group
Illinois
$13.9M +$285K +9,991 +2%
AFFA
25
ALM First Financial Advisors
Texas
$13.3M