Kensington Hedged Premium Income ETF
KHPI
32 hedge funds and large institutions have $57.5M invested in Kensington Hedged Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.
1,200% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 2
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
357% more capital invested
Capital invested by funds: $12.6M → $57.5M (+$44.9M)
300% more funds holding
Funds holding: 8 → 32 (+24)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
30.2% more ownership
Funds ownership: 78.97% → 109.17% (+30%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HOWA
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
+$8.03M |
| 2 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$4.66M |
| 3 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
+$4.02M |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$3.75M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$3.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$783K |
| 2 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$38.9K |
| 3 |
JP Morgan Chase
New York
|
-$35.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OBWG
26
Onyx Bridge Wealth Group
Tarrytown,
New York
| $358K | +$361K | +14,173 | New |
|
|
RF
27
Rossby Financial
Melbourne,
Florida
| $341K | +$344K | +13,500 | New |
|
|
WIA
28
World Investment Advisors
Santa Barbara,
California
| $245K | +$247K | +9,686 | New |
|
|
PFS
29
Prospera Financial Services
Dallas,
Texas
| $210K | +$211K | +8,300 | New |
|
|
SAM
30
Smartleaf Asset Management
Boston,
Massachusetts
| $207K | +$206K | +8,100 | New |
|
|
GM
31
GeoWealth Management
Chicago,
Illinois
| $60.2K | +$60.7K | +2,384 | New |
|
32
UBS Group
Zurich,
Switzerland
| $2.33K | +$2.34K | +92 | New |
|
|
33
Jane Street
New York
| – | -$783K | -30,966 | Closed |
|
|
34
JP Morgan Chase
New York
| – | -$35.2K | -1,393 | Closed |
|
KHPI Hedge Fund Activity: Q4 2024 in Review
32 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Kensington Hedged Premium Income ETF (KHPI) for Q4 2024, worth a combined $57.5M — up 357% from $12.6M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new KHPI positions and 2 closed out — a net gain of 24 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Heritage Oak Wealth Advisors, opening a new position worth an estimated $8.03M. The largest seller was Jane Street, exiting entirely with an estimated $783K sold.
- 32 institutional investors held Kensington Hedged Premium Income ETF (KHPI) as of Q4 2024, up from 8 in Q3 2024.
- Funds reported $57.5M of Kensington Hedged Premium Income ETF stock for Q4 2024, up 357% quarter-over-quarter.
- 26 funds opened new Kensington Hedged Premium Income ETF positions in Q4 2024 and 2 closed out, a net change of +24 holders.
- The largest Kensington Hedged Premium Income ETF buyer in Q4 2024 was Heritage Oak Wealth Advisors, an estimated $8.03M added.
- The largest Kensington Hedged Premium Income ETF seller in Q4 2024 was Jane Street, an estimated $783K sold.
Based on aggregated 13F filings for Q4 2024.