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KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM

61 hedge funds and large institutions have $88.9M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

15% more funds holding

Funds holding: 53 → 61 (+8)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

2.24% less ownership

Funds ownership: 35.57% → 33.33% (-2.2%)

14% less capital invested

Capital invested by funds: $103M → $88.9M (-$14M)

Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
18
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWRP
Summit Wealth & Retirement Planning
California
+$5.84M
2
Jane Street
Jane Street
New York
+$5.49M
3
SFSG
Sound Financial Strategies Group
Mississippi
+$4.59M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.87M
5
NW
Naviter Wealth
Arkansas
+$1.89M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$7.15M
2
FHC
First Heartland Consultants
Missouri
-$6.87M
3
Truist Financial
Truist Financial
North Carolina
-$6.51M
4
MCC
Money Concepts Capital
Florida
-$1.8M
5
RWRC
R.W. Roge & Company
New York
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
26
CSS LLC
Illinois
$645K +$151K +4,881 +28%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$632K +$677K +21,934 New
PWM
28
Provident Wealth Management
Tennessee
$629K -$1.33K -43 -0.2%
VWA
29
Visionary Wealth Advisors
Illinois
$617K +$75.2K +2,436 +13%
CP
30
Cumberland Partners
Ontario, Canada
$617K – – –
SW
31
SteelPeak Wealth
California
$534K – – –
TSS
32
Two Sigma Securities
New York
$491K +$527K +17,052 New
NL
33
NVWM LLC
Pennsylvania
$470K +$389K +12,593 +339%
WP
34
WealthShield Partners
North Carolina
$464K -$934K -30,242 -65%
Truist Financial
35
Truist Financial
North Carolina
$415K -$6.51M -210,722 -94%
HH
36
Hilltop Holdings
Texas
$413K +$10.7K +348 +2%
Citadel Advisors
37
Citadel Advisors
Florida
$391K +$419K +13,561 New
Comerica Bank
38
Comerica Bank
Texas
$391K +$414K +13,394 +8,531%
SAI
39
Savvy Advisors Inc
New York
$390K +$418K +13,526 New
GAA
40
Global Assets Advisory
Florida
$349K -$930K -30,119 -71%
AWM
41
Apollon Wealth Management
South Carolina
$325K +$349K +11,293 New
TWM
42
Triton Wealth Management
Arizona
$319K -$663K -21,455 -66%
ASN
43
Advisory Services Network
Georgia
$312K -$5.03K -163 -1%
Stifel Financial
44
Stifel Financial
Missouri
$292K -$45.9K -1,485 -13%
HI
45
Harbour Investments
Wisconsin
$290K +$2.41K +78 +0.8%
ACM
46
AlphaStar Capital Management
North Carolina
$287K +$109K +3,528 +55%
IWC
47
Integrated Wealth Concepts
Massachusetts
$268K -$137K -4,452 -32%
FWM
48
FMA Wealth Management
Massachusetts
$264K +$283K +9,162 New
Morgan Stanley
49
Morgan Stanley
New York
$257K +$273K +8,845 +14,500%
MOS
50
MGO One Seven
Ohio
$254K +$27K +874 +11%
1
2
3

KMLM Hedge Fund Activity: Q4 2023 in Review

61 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) for Q4 2023, worth a combined $88.9M — down 14% from $103M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KMLM positions and 12 closed out — a net gain of 10 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was Summit Wealth & Retirement Planning, adding an estimated $5.84M. The largest seller was HighTower Advisors, exiting entirely with an estimated $7.15M sold.

  • 61 institutional investors held KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) as of Q4 2023, up from 53 in Q3 2023.
  • Funds reported $88.9M of KFA Mount Lucas Managed Futures Index Strategy ETF stock for Q4 2023, down 14% quarter-over-quarter.
  • 22 funds opened new KFA Mount Lucas Managed Futures Index Strategy ETF positions in Q4 2023 and 12 closed out, a net change of +10 holders.
  • The largest KFA Mount Lucas Managed Futures Index Strategy ETF buyer in Q4 2023 was Summit Wealth & Retirement Planning, an estimated $5.84M added.
  • The largest KFA Mount Lucas Managed Futures Index Strategy ETF seller in Q4 2023 was HighTower Advisors, an estimated $7.15M sold.

Based on aggregated 13F filings for Q4 2023.