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KFA Mount Lucas Managed Futures Index Strategy ETF

50 hedge funds and large institutions have $99.7M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $55M → $99.7M (+$44.7M)

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

9% more funds holding

Funds holding: 4650 (+4)

4.34% more ownership

Funds ownership: 32.6%36.94% (+4.3%)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.62%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
18
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
26
FMA Wealth Management
Massachusetts
$647K
VWA
27
Visionary Wealth Advisors
Illinois
$577K -$27.1K -1,005 -5%
AI
28
Atria Investments
North Carolina
$513K -$108K -4,016 -18%
AA
29
Ancora Advisors
Ohio
$512K -$100K -3,715 -17%
WOSD
30
WFA of San Diego
California
$477K +$3.8K +141 +0.8%
AFG
31
Altiora Financial Group
Ohio
$458K +$438K +16,250 New
BFA
32
Blueprint Financial Advisors
North Carolina
$380K -$65K -2,411 -15%
BIP
33
Blueprint Investment Partners
North Carolina
$380K -$65K -2,411 -15%
SAW
34
Signal Advisors Wealth
Michigan
$368K +$352K +13,055 New
MOS
35
MGO One Seven
Ohio
$359K -$32.4K -1,201 -9%
PI
36
PFG Investments
New York
$307K -$5.39K -200 -2%
WAM
37
Worth Asset Management
Texas
$273K +$261K +9,664 New
IIA
38
IPG Investment Advisors
California
$227K
ASN
39
Advisory Services Network
Georgia
$143K +$136K +5,059 New
Osaic Holdings
40
Osaic Holdings
Arizona
$65.4K -$15.1K -561 -19%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$18.5K -$4.99K -185 -22%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$11.5K
UBS Group
43
UBS Group
Switzerland
$11.3K +$10.8K +400 New
MG
44
Mather Group
Illinois
$8.4K +$8.04K +298 New
HI
45
Harbour Investments
Wisconsin
$3.4K -$27 -1 -0.8%
NB
46
NBT Bank
New York
$3.38K +$3.24K +120 New
Wells Fargo
47
Wells Fargo
California
$733 +$701 +26 New
AssetMark Inc
48
AssetMark Inc
California
$169 +$162 +6 New
CCMI
49
Creative Capital Management Investments
California
$113
Morgan Stanley
50
Morgan Stanley
New York
$54 -$27 -1 -50%