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KHPI

Kensington Hedged Premium Income ETF

53 hedge funds and large institutions have $112M invested in Kensington Hedged Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 9

29% more capital invested

Capital invested by funds: $86.3M → $112M (+$25.3M)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 5253 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.37% less ownership

Funds ownership: 77.33%72.95% (-4.4%)

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
31
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
26
Onyx Bridge Wealth Group
New York
$1M +$506K +20,800 +110%
SA
27
Sanctuary Advisors
Indiana
$916K +$40.9K +1,681 +5%
TCM
28
Triumph Capital Management
Colorado
$905K +$631K +25,942 +264%
EH
29
Equitable Holdings
New York
$895K +$861K +35,391 New
OMC
30
Old Mission Capital
Illinois
$777K +$479K +19,691 +178%
VAG
31
VisionPoint Advisory Group
Texas
$738K -$465K -19,137 -40%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$643K +$34.5K +1,417 +6%
Wolverine Trading
33
Wolverine Trading
Illinois
$562K +$539K +22,168 New
SW
34
Simplicity Wealth
New Jersey
$475K +$150K +6,185 +49%
SL
35
SWMG LLC
Texas
$472K +$13.2K +543 +3%
RF
36
Rossby Financial
Florida
$470K
VCM
37
Virtue Capital Management
Tennessee
$464K +$138K +5,680 +45%
JPLA
38
Joseph P. Lucia & Associates
New York
$459K +$30.7K +1,261 +7%
SS
39
Sunbelt Securities
Texas
$440K -$28.1K -1,155 -6%
AAS
40
Avantax Advisory Services
Texas
$385K +$371K +15,237 New
CIA
41
Concurrent Investment Advisors
Florida
$383K +$19.8K +816 +6%
FEM
42
Fulcrum Equity Management
Texas
$379K +$38.8K +1,596 +12%
USCWA
43
U.S. Capital Wealth Advisors
Texas
$370K +$73K +3,000 +26%
PAG
44
Private Advisor Group
New Jersey
$342K +$103K +4,233 +46%
SAM
45
Smartleaf Asset Management
Massachusetts
$342K +$92K +3,783 +39%
AQR Capital Management
46
AQR Capital Management
Connecticut
$330K +$318K +13,055 New
HF
47
HRT Financial
New York
$311K +$300K +12,324 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$301K +$46.1K +1,897 +19%
MCC
49
Money Concepts Capital
Florida
$297K -$6.38M -262,254 -96%
WIA
50
World Investment Advisors
California
$250K +$19.4K +797 +9%

KHPI Hedge Fund Activity: Q2 2025 in Review

53 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Kensington Hedged Premium Income ETF (KHPI) for Q2 2025, worth a combined $112M — up 29% from $86.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new KHPI positions and 8 closed out — a net gain of 2 holders — while 31 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.9M. The largest seller was Money Concepts Capital, cutting an estimated $6.38M.

  • 53 institutional investors held Kensington Hedged Premium Income ETF (KHPI) as of Q2 2025, up from 52 in Q1 2025.
  • Funds reported $112M of Kensington Hedged Premium Income ETF stock for Q2 2025, up 29% quarter-over-quarter.
  • 10 funds opened new Kensington Hedged Premium Income ETF positions in Q2 2025 and 8 closed out, a net change of +2 holders.
  • The largest Kensington Hedged Premium Income ETF buyer in Q2 2025 was LPL Financial, an estimated $10.9M added.
  • The largest Kensington Hedged Premium Income ETF seller in Q2 2025 was Money Concepts Capital, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2025.