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KHPI

Kensington Hedged Premium Income ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 832 (+24)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30.2% more ownership

Funds ownership: 78.97%109.17% (+30%)

Holders
32
Holders Change
+24
Holders Change %
+300%
% of All Funds
0.42%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BW
1
Bison Wealth
Georgia
$10.3M -$38.9K -1,528 -0.4%
HOWA
2
Heritage Oak Wealth Advisors
Florida
$7.98M +$8.03M +315,655 New
CA
3
CoreCap Advisors
Michigan
$4.63M +$4.66M +183,178 New
UAG
4
United Advisor Group
Ohio
$3.99M +$4.02M +158,074 New
AWM
5
Apollon Wealth Management
South Carolina
$3.72M +$3.75M +147,175 New
AI
6
Atria Investments
North Carolina
$3.51M +$3.54M +139,002 New
FIM
7
Freedom Investment Management
Connecticut
$3.08M +$3.1M +121,788 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.91M +$2.93M +115,287 New
AWS
9
Atria Wealth Solutions
New York
$2.27M +$2.26M +88,980 New
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$2.26M +$2.27M +89,272 New
IFPG
11
Intrepid Financial Planning Group
Indiana
$1.5M +$1.52M +59,556 New
SL
12
SWMG LLC
Texas
$1.23M +$1.21M +47,709 New
VAG
13
VisionPoint Advisory Group
Texas
$1.23M +$1.24M +48,647 New
SA
14
Sanctuary Advisors
Indiana
$894K +$885K +34,778 New
AWA
15
Arete Wealth Advisors
Illinois
$845K +$850K +33,403 New
KAS
16
Kestra Advisory Services
Texas
$830K +$836K +32,856 New
SB
17
Strategic Blueprint
Georgia
$694K +$698K +27,446 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$645K +$650K +25,522 New
CP
19
Castleview Partners
Texas
$643K +$532K +20,899 +459%
FEM
20
Fulcrum Equity Management
Texas
$542K +$546K +21,463 New
IA
21
IFP Advisors
Florida
$534K +$212K +8,326 +65%
Wolverine Trading
22
Wolverine Trading
Illinois
$527K +$526K +20,659 New
JWCA
23
J.W. Cole Advisors
Florida
$473K +$88K +3,459 +23%
SS
24
Sunbelt Securities
Texas
$444K +$39K +1,534 +10%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$395K +$158K +6,193 +66%

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.