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KFA Mount Lucas Managed Futures Index Strategy ETF

49 hedge funds and large institutions have $63.7M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.79% less ownership

Funds ownership: 42.22%33.42% (-8.8%)

9% less funds holding

Funds holding: 5449 (-5)

25% less capital invested

Capital invested by funds: $85.2M → $63.7M (-$21.5M)

30% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 23

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
49
Holders Change
-5
Holders Change %
-9.26%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
6
Increased
16
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
26
Frontier Asset Management
Wyoming
$660K -$72.1K -2,739 -10%
FWM
27
FMA Wealth Management
Massachusetts
$618K -$2.95K -112 -0.5%
NL
28
NVWM LLC
Pennsylvania
$615K +$94.6K +3,593 +18%
OP
29
ORG Partners
Indiana
$516K -$10.4K -396 -2%
AI
30
Atria Investments
North Carolina
$489K +$3.92K +149 +0.8%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$458K -$38.8K -1,474 -8%
WOSD
32
WFA of San Diego
California
$415K +$414K +15,720 New
IA
33
Integrity Alliance
Iowa
$372K +$371K +14,098 New
MOS
34
MGO One Seven
Ohio
$347K +$4.06K +154 +1%
PI
35
PFG Investments
New York
$275K +$275K +10,445 New
HF
36
HRT Financial
New York
$275K -$471K -17,869 -63%
IIA
37
IPG Investment Advisors
California
$220K
TSS
38
Two Sigma Securities
New York
$206K -$13.5K -512 -6%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$137K -$72K -2,734 -34%
HI
40
Harbour Investments
Wisconsin
$55.3K
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$53.8K +$20.2K +767 +60%
PS
42
Principal Securities
Iowa
$45.5K -$70.4K -2,674 -61%
Morgan Stanley
43
Morgan Stanley
New York
$35.7K -$8.17M -310,336 -100%
UBS Group
44
UBS Group
Switzerland
$23K -$259K -9,823 -92%
MNA
45
Manning & Napier Advisors
New York
$22K +$21.9K +832 New
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$16K -$21K -799 -56%
Simplex Trading
47
Simplex Trading
Illinois
$9K -$9.82K -373 -52%
EP
48
Essential Partners
California
$1.34K +$1.34K +51 New
CCMI
49
Creative Capital Management Investments
California
$106
NYLIM
50
New York Life Investment Management
New York
-$2.68M -98,098 Closed

KMLM Hedge Fund Activity: Q2 2025 in Review

49 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) for Q2 2025, worth a combined $63.7M — down 25% from $85.2M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KMLM and 6 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 16 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $3.71M. The largest seller was Magnolia Private Wealth, cutting an estimated $8.22M.

  • 49 institutional investors held KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) as of Q2 2025, down from 54 in Q1 2025.
  • Funds reported $63.7M of KFA Mount Lucas Managed Futures Index Strategy ETF stock for Q2 2025, down 25% quarter-over-quarter.
  • 6 funds opened new KFA Mount Lucas Managed Futures Index Strategy ETF positions in Q2 2025 and 11 closed out, a net change of -5 holders.
  • The largest KFA Mount Lucas Managed Futures Index Strategy ETF buyer in Q2 2025 was Flow Traders U.S., an estimated $3.71M added.
  • The largest KFA Mount Lucas Managed Futures Index Strategy ETF seller in Q2 2025 was Magnolia Private Wealth, an estimated $8.22M sold.

Based on aggregated 13F filings for Q2 2025.