KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
53 hedge funds and large institutions have $140M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 17 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 12
38% more capital invested
Capital invested by funds: $101M → $140M (+$38.8M)
3.48% more ownership
Funds ownership: 38.82% → 42.3% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7% less funds holding
Funds holding: 57 → 53 (-4)
12% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.8M |
| 2 |
NW
Naviter Wealth
Little Rock,
Arkansas
|
+$10.5M |
| 3 |
Jane Street
New York
|
+$6.94M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$6.28M |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$4.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$23.9M |
| 2 |
State Street
Boston,
Massachusetts
|
-$6.25M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.61M |
| 4 |
WA
WESPAC Advisors
Orinda,
California
|
-$1.61M |
| 5 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$1.47M |
KMLM Hedge Fund Activity: Q1 2023 in Review
53 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) for Q1 2023, worth a combined $140M — up 38% from $101M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of KMLM and 15 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 21 added.
The largest buyer was Envestnet Asset Management, adding an estimated $12.8M. The largest seller was Money Concepts Capital, cutting an estimated $23.9M.
- 53 institutional investors held KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) as of Q1 2023, down from 57 in Q4 2022.
- Funds reported $140M of KFA Mount Lucas Managed Futures Index Strategy ETF stock for Q1 2023, up 38% quarter-over-quarter.
- 15 funds opened new KFA Mount Lucas Managed Futures Index Strategy ETF positions in Q1 2023 and 17 closed out, a net change of -2 holders.
- The largest KFA Mount Lucas Managed Futures Index Strategy ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $12.8M added.
- The largest KFA Mount Lucas Managed Futures Index Strategy ETF seller in Q1 2023 was Money Concepts Capital, an estimated $23.9M sold.
Based on aggregated 13F filings for Q1 2023.