KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
33 hedge funds and large institutions have $111M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.
800% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 2
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
115% more capital invested
Capital invested by funds: $51.9M → $111M (+$59.5M)
83% more funds holding
Funds holding: 18 → 33 (+15)
1.67% more ownership
Funds ownership: 39.54% → 41.21% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOC
Bull Oak Capital
San Diego,
California
|
+$10.4M |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$6.05M |
| 3 |
P
Palladiem
Bryn Mawr,
Pennsylvania
|
+$5.76M |
| 4 |
Jane Street
New York
|
+$5.55M |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.3M |
| 2 |
SEA
Stegent Equity Advisors
Houston,
Texas
|
-$262K |
| 3 |
WOSD
WFA of San Diego
San Diego,
California
|
-$36K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$12.5K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$1.07K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIC
26
Hartline Investment Corp
Winnetka,
Illinois
| $225K | +$210K | +5,871 | New |
|
|
LA
27
Latitude Advisors
Vero Beach,
Florida
| $225K | +$210K | +5,871 | New |
|
|
TSS
28
Two Sigma Securities
New York
| $212K | +$197K | +5,514 | New |
|
|
SPC
29
Sigma Planning Corp
Ann Arbor,
Michigan
| $212K | +$198K | +5,537 | New |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $124K | +$65.4K | +1,831 | +129% |
|
|
WAM
31
Worth Asset Management
Dallas,
Texas
| $92K | -$1.07K | -30 | -1% |
|
|
APA
32
American Portfolios Advisors
Holbrook,
New York
| $91.5K | -$1.07K | -30 | -1% |
|
|
AWM
33
Accel Wealth Management
Waverly,
Iowa
| $6K | – | – | – |
|
|
AI
34
Atria Investments
Charlotte,
North Carolina
| – | -$1.3M | -37,402 | Closed |
|
|
WOSD
35
WFA of San Diego
San Diego,
California
| – | -$36K | -1,020 | Closed |
|
KMLM Hedge Fund Activity: Q3 2022 in Review
33 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) for Q3 2022, worth a combined $111M — up 115% from $51.9M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new KMLM positions and 2 closed out — a net gain of 16 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was Bull Oak Capital, opening a new position worth an estimated $10.4M. The largest seller was Atria Investments, exiting entirely with an estimated $1.3M sold.
- 33 institutional investors held KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) as of Q3 2022, up from 18 in Q2 2022.
- Funds reported $111M of KFA Mount Lucas Managed Futures Index Strategy ETF stock for Q3 2022, up 115% quarter-over-quarter.
- 18 funds opened new KFA Mount Lucas Managed Futures Index Strategy ETF positions in Q3 2022 and 2 closed out, a net change of +16 holders.
- The largest KFA Mount Lucas Managed Futures Index Strategy ETF buyer in Q3 2022 was Bull Oak Capital, an estimated $10.4M added.
- The largest KFA Mount Lucas Managed Futures Index Strategy ETF seller in Q3 2022 was Atria Investments, an estimated $1.3M sold.
Based on aggregated 13F filings for Q3 2022.