KHPI

Kensington Hedged Premium Income ETF

50 hedge funds and large institutions have $83.5M invested in Kensington Hedged Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+18
Holders Change %
+56.25%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
15
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HOWA
1
Heritage Oak Wealth Advisors
Florida
$11.3M +$3.71M +154,700 +49%
AA
2
Armis Advisers
Georgia
$7.68M +$7.68M +322,855 New
MCC
3
Money Concepts Capital
Florida
$6.56M +$6.56M +273,995 New
KAS
4
Kestra Advisory Services
Texas
$5.12M +$4.34M +180,927 +551%
LPL Financial
5
LPL Financial
California
$4.92M +$4.92M +205,206 New
UAG
6
United Advisor Group
Ohio
$4.23M +$444K +18,546 +12%
HWM
7
HFG Wealth Management
Texas
$3.76M +$3.76M +148,602 New
CA
8
CoreCap Advisors
Michigan
$3.57M -$819K -34,199 -19%
AWM
9
Apollon Wealth Management
South Carolina
$3.47M -$52.7K -2,200 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.36M +$596K +24,885 +22%
AI
11
Atria Investments
North Carolina
$3.11M -$219K -9,128 -7%
FIM
12
Freedom Investment Management
Connecticut
$2.82M -$98.7K -4,119 -3%
AWA
13
Arete Wealth Advisors
Illinois
$2.63M +$1.83M +76,539 +229%
SB
14
Strategic Blueprint
Georgia
$2.16M +$1.5M +62,807 +229%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$1.91M -$227K -9,492 -11%
AWS
16
Atria Wealth Solutions
New York
$1.74M -$408K -16,914 -19%
IFPG
17
Intrepid Financial Planning Group
Indiana
$1.43M +$3.45K +144 +0.2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.32M +$942K +39,311 +252%
IA
19
IFP Advisors
Florida
$1.17M +$664K +27,724 +131%
VAG
20
VisionPoint Advisory Group
Texas
$1.16M -$7.48K -312 -0.6%
TC
21
TownSquare Capital
Utah
$1.16M +$1.16M +48,335 New
CP
22
Castleview Partners
Texas
$620K +$9.78K +408 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$575K -$36.5K -1,522 -6%
JWCA
24
J.W. Cole Advisors
Florida
$524K +$75.4K +3,145 +17%
OBWG
25
Onyx Bridge Wealth Group
New York
$453K +$113K +4,727 +33%