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KFA Mount Lucas Managed Futures Index Strategy ETF

53 hedge funds and large institutions have $103M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
17
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AA
26
AlphaQ Advisors
Florida
$655K 20,121 -2,152 -10%
VWA
27
Visionary Wealth Advisors
Illinois
$618K 18,987 +7,757 +69%
CP
28
Cumberland Partners
Ontario, Canada
$617K 18,931 -177 -0.9%
SW
29
SteelPeak Wealth
California
$603K 18,525 +250 +1%
MC
30
Moors & Cabot
Massachusetts
$599K 18,400 +500 +3%
CL
31
CSS LLC
Illinois
$570K 17,489 +17,489 New
RJA
32
Raymond James & Associates
Florida
$482K 14,801 -1,100 -7%
WOSD
33
WFA of San Diego
California
$476K 14,600 -984 -6%
HH
34
Hilltop Holdings
Texas
$455K 13,976 +13,976 New
IWC
35
Integrated Wealth Concepts
Massachusetts
$448K 13,754 -5,261 -28%
OMC
36
Old Mission Capital
Illinois
$444K 13,636 +13,636 New
KeyBank National Association
37
KeyBank National Association
Ohio
$441K 13,546
IAIM
38
International Assets Investment Management
Florida
$379K 14,130 +14,130 New
Stifel Financial
39
Stifel Financial
Missouri
$378K 11,608 -362 -3%
ASN
40
Advisory Services Network
Georgia
$358K 11,003 +470 +4%
HI
41
Harbour Investments
Wisconsin
$326K 10,001 -7,047 -41%
CSPIA
42
Cary Street Partners Investment Advisory
Virginia
$286K 8,792 +6,792 +340%
MOS
43
MGO One Seven
Ohio
$258K 7,928 +7,928 New
AIP
44
Almanack Investment Partners
Pennsylvania
$248K 7,611 +7,611 New
AAS
45
Avantax Advisory Services
Texas
$238K 7,296 -659 -8%
SWM
46
Silverlake Wealth Management
Vermont
$221K 6,795
ACM
47
AlphaStar Capital Management
North Carolina
$209K 6,426 +6,426 New
LA
48
Latitude Advisors
Florida
$209K 6,408 +6,408 New
NL
49
NVWM LLC
Pennsylvania
$121K 3,712 +1,647 +80%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$20.2K 625 -160 -20%