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KHPI

Kensington Hedged Premium Income ETF

72 hedge funds and large institutions have $201M invested in Kensington Hedged Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 8

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

29% more capital invested

Capital invested by funds: $156M → $201M (+$45.8M)

7% more funds holding

Funds holding: 6772 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.08% less ownership

Funds ownership: 82.12%78.04% (-4.1%)

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
49
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$55M +$17.9M +690,938 +48%
AA
2
Armis Advisers
Georgia
$15.5M +$5.92M +228,889 +56%
HOWA
3
Heritage Oak Wealth Advisors
Florida
$15M +$2.54M +98,062 +20%
KAS
4
Kestra Advisory Services
Texas
$8.87M +$588K +22,727 +7%
AWM
5
Apollon Wealth Management
South Carolina
$8.1M +$1.89M +73,047 +30%
PFS
6
Prospera Financial Services
Texas
$7.59M +$97.1K +3,750 +1%
UAG
7
United Advisor Group
Ohio
$5.9M +$26 +1 +0%
AI
8
Atria Investments
North Carolina
$5.3M +$818K +31,592 +18%
DIM
9
Delta Investment Management
California
$5.13M +$5.17M +199,892 New
CA
10
CoreCap Advisors
Michigan
$5.09M +$170K +6,573 +3%
SPC
11
Sigma Planning Corp
Michigan
$4.62M +$1.89M +72,895 +68%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.49M +$1.73M +66,705 +62%
HWM
13
HFG Wealth Management
Texas
$4.43M +$107K +4,149 +2%
AWA
14
Arete Wealth Advisors
Illinois
$3.95M +$1.18M +45,644 +42%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.44M +$38.9K +1,504 +1%
ACA
16
Aptus Capital Advisors
Alabama
$3.33M +$706K +27,288 +27%
GWANC
17
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.33M +$706K +27,288 +27%
TCM
18
Triumph Capital Management
Colorado
$2.63M +$148K +5,730 +6%
BCI
19
Brinker Capital Investments
Pennsylvania
$2.26M +$1.8M +69,467 +373%
ASN
20
Advisory Services Network
Georgia
$2.04M +$39.9K +1,542 +2%
SB
21
Strategic Blueprint
Georgia
$2.01M +$568K +21,953 +39%
CIA
22
Concurrent Investment Advisors
Florida
$1.94M +$845K +32,633 +76%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$1.91M +$447K +17,275 +30%
EH
24
Equitable Holdings
New York
$1.84M +$301K +11,626 +19%
IA
25
IFP Advisors
Florida
$1.59M +$40.1K +1,551 +3%

KHPI Hedge Fund Activity: Q4 2025 in Review

72 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Kensington Hedged Premium Income ETF (KHPI) for Q4 2025, worth a combined $201M — up 29% from $156M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KHPI positions and 6 closed out — a net gain of 5 holders — while 49 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $17.9M. The largest seller was Money Concepts Capital, cutting an estimated $3.64M.

  • 72 institutional investors held Kensington Hedged Premium Income ETF (KHPI) as of Q4 2025, up from 67 in Q3 2025.
  • Funds reported $201M of Kensington Hedged Premium Income ETF stock for Q4 2025, up 29% quarter-over-quarter.
  • 11 funds opened new Kensington Hedged Premium Income ETF positions in Q4 2025 and 6 closed out, a net change of +5 holders.
  • The largest Kensington Hedged Premium Income ETF buyer in Q4 2025 was LPL Financial, an estimated $17.9M added.
  • The largest Kensington Hedged Premium Income ETF seller in Q4 2025 was Money Concepts Capital, an estimated $3.64M sold.

Based on aggregated 13F filings for Q4 2025.