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KFA Mount Lucas Managed Futures Index Strategy ETF

49 hedge funds and large institutions have $82.5M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 13 closing their positions.

Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
17
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$579K 19,015 +5,582 +42%
SW
27
SteelPeak Wealth
California
$557K 18,275 +1,600 +10%
MC
28
Moors & Cabot
Massachusetts
$545K 17,900 +5,000 +39%
HI
29
Harbour Investments
Wisconsin
$519K 17,048 -1,873 -10%
RJA
30
Raymond James & Associates
Florida
$484K 15,901 +3,000 +23%
WOSD
31
WFA of San Diego
California
$475K 15,584 -4,776 -23%
MML Investors Services
32
MML Investors Services
Massachusetts
$434K 14,244 +14,244 New
KeyBank National Association
33
KeyBank National Association
Ohio
$413K 13,546
NW
34
Naviter Wealth
Arkansas
$404K 13,265 -426,975 -97%
Stifel Financial
35
Stifel Financial
Missouri
$365K 11,970 -229 -2%
VWA
36
Visionary Wealth Advisors
Illinois
$342K 11,230 +11,230 New
PMG
37
ProVise Management Group
Florida
$323K 10,591 -3,529 -25%
ASN
38
Advisory Services Network
Georgia
$321K 10,533 +620 +6%
Truist Financial
39
Truist Financial
North Carolina
$319K 10,482 -1,072 -9%
AAS
40
Avantax Advisory Services
Texas
$242K 7,955 -547 -6%
SWM
41
Silverlake Wealth Management
Vermont
$207K 6,795
HF
42
HRT Financial
New York
$203K 6,686 +6,686 New
NL
43
NVWM LLC
Pennsylvania
$62.9K 2,065 +171 +9%
CSPIA
44
Cary Street Partners Investment Advisory
Virginia
$60.9K 2,000 +2,000 New
UBS Group
45
UBS Group
Switzerland
$58.1K 1,908 +1,908 New
WAM
46
Worth Asset Management
Texas
$41.4K 1,360
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$24K 785 -27,347 -97%
VAG
48
VisionPoint Advisory Group
Texas
$18.7K 614 +614 New
Bank of America
49
Bank of America
North Carolina
$305 10
AC
50
Avestar Capital
New York
-171,151 Closed