KHPI

Kensington Hedged Premium Income ETF
KHPI

Overview Fund Activity

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.

Holders
32
Holders Change
+24
Holders Change %
+300%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
5
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HOWA
1
Heritage Oak Wealth Advisors
Florida
$7.98M
2
CA
2
CoreCap Advisors
Michigan
$4.63M
3
UAG
3
United Advisor Group
Ohio
$3.99M
4
AWM
4
Apollon Wealth Management
South Carolina
$3.72M
5
AI
5
Atria Investments
North Carolina
$3.51M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
BW
2
Bison Wealth
Georgia
$10.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BW
1
Bison Wealth
Georgia
$10.3M 405,711 -1,528 -0.4%
HOWA
2
Heritage Oak Wealth Advisors
Florida
$7.98M 315,655 +315,655 New
CA
3
CoreCap Advisors
Michigan
$4.63M 183,178 +183,178 New
UAG
4
United Advisor Group
Ohio
$3.99M 158,074 +158,074 New
AWM
5
Apollon Wealth Management
South Carolina
$3.72M 147,175 +147,175 New
AI
6
Atria Investments
North Carolina
$3.51M 139,002 +139,002 New
FIM
7
Freedom Investment Management
Connecticut
$3.08M 121,788 +121,788 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.91M 115,287 +115,287 New
AWS
9
Atria Wealth Solutions
New York
$2.27M 88,980 +88,980 New
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$2.26M 89,272 +89,272 New
IFPG
11
Intrepid Financial Planning Group
Indiana
$1.5M 59,556 +59,556 New
SL
12
SWMG LLC
Texas
$1.23M 47,709 +47,709 New
VAG
13
VisionPoint Advisory Group
Texas
$1.23M 48,647 +48,647 New
SA
14
Sanctuary Advisors
Indiana
$894K 34,778 +34,778 New
AWA
15
Arete Wealth Advisors
Illinois
$845K 33,403 +33,403 New
KAS
16
Kestra Advisory Services
Texas
$830K 32,856 +32,856 New
SB
17
Strategic Blueprint
Georgia
$694K 27,446 +27,446 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$645K 25,522 +25,522 New
CP
19
Castleview Partners
Texas
$643K 25,448 +20,899 +459%
FEM
20
Fulcrum Equity Management
Texas
$542K 21,463 +21,463 New
IA
21
IFP Advisors
Florida
$534K 21,120 +8,326 +65%
Wolverine Trading
22
Wolverine Trading
Illinois
$527K 20,659 +20,659 New
JWCA
23
J.W. Cole Advisors
Florida
$473K 18,709 +3,459 +23%
SS
24
Sunbelt Securities
Texas
$444K 17,411 +1,534 +10%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$395K 15,627 +6,193 +66%
1
2