KMLM icon

KFA Mount Lucas Managed Futures Index Strategy ETF

53 hedge funds and large institutions have $140M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 17 closing their positions.

Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
21
Reduced
12
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HI
26
Harbour Investments
Wisconsin
$558K 18,921 +215 +1%
CP
27
Cumberland Partners
Ontario, Canada
$532K 18,052 +2,621 +17%
SW
28
SteelPeak Wealth
California
$492K 16,675 +16,675 New
PMG
29
ProVise Management Group
Florida
$416K 14,120 -2,122 -13%
KeyBank National Association
30
KeyBank National Association
Ohio
$399K 13,546
IWC
31
Integrated Wealth Concepts
Massachusetts
$396K 13,433 +13,433 New
RJA
32
Raymond James & Associates
Florida
$380K 12,901 -7,244 -36%
MC
33
Moors & Cabot
Massachusetts
$380K 12,900 +12,900 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$378K 12,815 +3,854 +43%
Stifel Financial
35
Stifel Financial
Missouri
$360K 12,199 +12,199 New
Truist Financial
36
Truist Financial
North Carolina
$341K 11,554 +834 +8%
HWA
37
HHM Wealth Advisors
Tennessee
$297K 10,060 +10,060 New
ASN
38
Advisory Services Network
Georgia
$292K 9,913 +9,813 +9,813%
AAS
39
Avantax Advisory Services
Texas
$251K 8,502 +8,502 New
PA
40
PFG Advisors
Arizona
$250K 8,475 +467 +6%
FA
41
Fermata Advisors
California
$241K 8,184 -40,570 -83%
MA
42
Mutual Advisors
Nebraska
$205K 6,969 +6,969 New
SWM
43
Silverlake Wealth Management
Vermont
$200K 6,795
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$143K 4,853 +4,654 +2,339%
AAS
45
Ameritas Advisory Services
Nebraska
$102K 3,450 +3,450 New
NL
46
NVWM LLC
Pennsylvania
$55.8K 1,894 +205 +12%
WAM
47
Worth Asset Management
Texas
$40.1K 1,360 -960 -41%
FCA
48
Fortis Capital Advisors
Kansas
$28.1K 954 -295 -24%
BAM
49
Belpointe Asset Management
Nevada
$28.1K 954 -295 -24%
BAAM
50
Baker Avenue Asset Management
California
$24.4K 828 +828 New