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KFA Mount Lucas Managed Futures Index Strategy ETF

51 hedge funds and large institutions have $63.9M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

4% more funds holding

Funds holding: 4951 (+2)

1.98% more ownership

Funds ownership: 33.42%35.4% (+2%)

0% more capital invested

Capital invested by funds: $63.7M → $63.9M (+$145K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
18
Reduced
20
Closed
7
Calls
$4.2M
Puts
Net Calls
+$4.2M
Net Calls Change
+$4.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
26
Visionary Wealth Advisors
Illinois
$618K -$195K -7,297 -24%
FWM
27
FMA Wealth Management
Massachusetts
$604K -$26.9K -1,008 -4%
AI
28
Atria Investments
North Carolina
$598K +$98.6K +3,690 +20%
FAM
29
Frontier Asset Management
Wyoming
$553K -$120K -4,493 -18%
BFA
30
Blueprint Financial Advisors
North Carolina
$544K +$540K +20,200 New
BIP
31
Blueprint Investment Partners
North Carolina
$544K +$540K +20,200 New
OP
32
ORG Partners
Indiana
$522K -$21.1K -790 -4%
PA
33
PFG Advisors
Arizona
$468K -$90.9K -3,401 -16%
WOSD
34
WFA of San Diego
California
$452K +$28.4K +1,064 +7%
MOS
35
MGO One Seven
Ohio
$394K +$39.6K +1,481 +11%
MNA
36
Manning & Napier Advisors
New York
$348K +$323K +12,090 +1,453%
PI
37
PFG Investments
New York
$291K +$9.76K +365 +3%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$271K +$130K +4,866 +93%
IIA
39
IPG Investment Advisors
California
$217K -$8.23K -308 -4%
WCM
40
Wealthcare Capital Management
Virginia
$209K +$208K +7,771 New
ASN
41
Advisory Services Network
Georgia
$148K +$147K +5,485 New
EWA
42
EverSource Wealth Advisors
Alabama
$105K +$104K +3,898 New
PS
43
Principal Securities
Iowa
$46.5K
Morgan Stanley
44
Morgan Stanley
New York
$36.4K
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$21K +$4.73K +177 +29%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$11K -$43.6K -1,632 -80%
MG
47
Mather Group
Illinois
$8.03K +$7.97K +298 New
HI
48
Harbour Investments
Wisconsin
$5.41K -$50.7K -1,895 -90%
EP
49
Essential Partners
California
$1.37K
UBS Group
50
UBS Group
Switzerland
$969 -$22.3K -835 -96%

KMLM Hedge Fund Activity: Q3 2025 in Review

51 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) for Q3 2025, worth a combined $63.9M — up 0.23% from $63.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KMLM positions and 7 closed out — a net gain of 2 holders — while 18 added to existing stakes and 20 trimmed.

The largest buyer was Sound Financial Strategies Group, opening a new position worth an estimated $1.68M. The largest seller was Ancora Advisors, cutting an estimated $3.6M.

  • 51 institutional investors held KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) as of Q3 2025, up from 49 in Q2 2025.
  • Funds reported $63.9M of KFA Mount Lucas Managed Futures Index Strategy ETF stock for Q3 2025, up 0.23% quarter-over-quarter.
  • 9 funds opened new KFA Mount Lucas Managed Futures Index Strategy ETF positions in Q3 2025 and 7 closed out, a net change of +2 holders.
  • The largest KFA Mount Lucas Managed Futures Index Strategy ETF buyer in Q3 2025 was Sound Financial Strategies Group, an estimated $1.68M added.
  • The largest KFA Mount Lucas Managed Futures Index Strategy ETF seller in Q3 2025 was Ancora Advisors, an estimated $3.6M sold.

Based on aggregated 13F filings for Q3 2025.