We are live on ! Find out more
KHPI

Kensington Hedged Premium Income ETF

52 hedge funds and large institutions have $86.3M invested in Kensington Hedged Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 3

63% more funds holding

Funds holding: 3252 (+20)

50% more capital invested

Capital invested by funds: $57.5M → $86.3M (+$28.8M)

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

31.84% less ownership

Funds ownership: 109.17%77.33% (-32%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
52
Holders Change
+20
Holders Change %
+62.5%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
24
Increased
15
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HOWA
1
Heritage Oak Wealth Advisors
Florida
$11.3M +$3.89M +154,700 +49%
AA
2
Armis Advisers
Georgia
$7.68M +$8.13M +322,855 New
MCC
3
Money Concepts Capital
Florida
$6.56M +$6.9M +273,995 New
KAS
4
Kestra Advisory Services
Texas
$5.12M +$4.56M +180,927 +551%
LPL Financial
5
LPL Financial
California
$4.92M +$5.17M +205,206 New
UAG
6
United Advisor Group
Ohio
$4.23M +$467K +18,546 +12%
HWM
7
HFG Wealth Management
Texas
$3.76M +$3.74M +148,602 New
CA
8
CoreCap Advisors
Michigan
$3.57M -$861K -34,199 -19%
AWM
9
Apollon Wealth Management
South Carolina
$3.47M -$55.4K -2,200 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.36M +$627K +24,885 +22%
AI
11
Atria Investments
North Carolina
$3.11M -$230K -9,128 -7%
FIM
12
Freedom Investment Management
Connecticut
$2.82M -$104K -4,119 -3%
AWA
13
Arete Wealth Advisors
Illinois
$2.63M +$1.93M +76,539 +229%
SB
14
Strategic Blueprint
Georgia
$2.16M +$1.58M +62,807 +229%
IFG
15
Independent Financial Group
California
$2M +$2.1M +83,342 New
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$1.91M -$239K -9,492 -11%
AWS
17
Atria Wealth Solutions
New York
$1.74M -$426K -16,914 -19%
IFPG
18
Intrepid Financial Planning Group
Indiana
$1.43M +$3.63K +144 +0.2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.32M +$990K +39,311 +252%
IA
20
IFP Advisors
Florida
$1.17M +$698K +27,724 +131%
VAG
21
VisionPoint Advisory Group
Texas
$1.16M -$7.86K -312 -0.6%
TC
22
TownSquare Capital
Utah
$1.16M +$1.22M +48,335 New
SA
23
Sanctuary Advisors
Indiana
$827K -$6.07K -241 -0.7%
CP
24
Castleview Partners
Texas
$620K +$10.3K +408 +2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$575K -$38.3K -1,522 -6%

KHPI Hedge Fund Activity: Q1 2025 in Review

52 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Kensington Hedged Premium Income ETF (KHPI) for Q1 2025, worth a combined $86.3M — up 50% from $57.5M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new KHPI positions and 3 closed out — a net gain of 21 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Armis Advisers, opening a new position worth an estimated $8.13M. The largest seller was CoreCap Advisors, cutting an estimated $861K.

  • 52 institutional investors held Kensington Hedged Premium Income ETF (KHPI) as of Q1 2025, up from 32 in Q4 2024.
  • Funds reported $86.3M of Kensington Hedged Premium Income ETF stock for Q1 2025, up 50% quarter-over-quarter.
  • 24 funds opened new Kensington Hedged Premium Income ETF positions in Q1 2025 and 3 closed out, a net change of +21 holders.
  • The largest Kensington Hedged Premium Income ETF buyer in Q1 2025 was Armis Advisers, an estimated $8.13M added.
  • The largest Kensington Hedged Premium Income ETF seller in Q1 2025 was CoreCap Advisors, an estimated $861K sold.

Based on aggregated 13F filings for Q1 2025.