KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
53 hedge funds and large institutions have $103M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
25% more capital invested
Capital invested by funds: $82.5M → $103M (+$20.5M)
8% more funds holding
Funds holding: 49 → 53 (+4)
2.56% more ownership
Funds ownership: 33% → 35.57% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
19% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$6.73M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$6.22M |
| 3 |
FA
Fermata Advisors
Sonoma,
California
|
+$1.51M |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$1.48M |
| 5 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.73M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.55M |
| 3 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$1.32M |
| 4 |
OP
ORG Partners
Roanoke,
Indiana
|
-$700K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$434K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Comerica Bank
Dallas,
Texas
| $5.11K | +$4.92K | +157 | New |
|
52
Morgan Stanley
New York
| $1.99K | +$1.91K | +61 | New |
|
53
Bank of America
Charlotte,
North Carolina
| $326 | – | – | – |
|
|
AIM
54
Astor Investment Management
Chicago,
Illinois
| – | -$1.32M | -43,261 | Closed |
|
|
55
MML Investors Services
Springfield,
Massachusetts
| – | -$434K | -14,244 | Closed |
|
|
NW
56
Naviter Wealth
Little Rock,
Arkansas
| – | -$404K | -13,265 | Closed |
|
|
PMG
57
ProVise Management Group
Clearwater,
Florida
| – | -$323K | -10,591 | Closed |
|
|
HF
58
HRT Financial
New York
| – | -$203K | -6,686 | Closed |
|
59
UBS Group
Zurich,
Switzerland
| – | -$58.1K | -1,908 | Closed |
|
|
WAM
60
Worth Asset Management
Dallas,
Texas
| – | -$41.4K | -1,360 | Closed |
|
|
VAG
61
VisionPoint Advisory Group
Dallas,
Texas
| – | -$18.7K | -614 | Closed |
|
KMLM Hedge Fund Activity: Q3 2023 in Review
53 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) for Q3 2023, worth a combined $103M — up 25% from $82.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new KMLM positions and 8 closed out — a net gain of 4 holders — while 17 added to existing stakes and 21 trimmed.
The largest buyer was Truist Financial, adding an estimated $6.73M. The largest seller was Jane Street, cutting an estimated $2.73M.
- 53 institutional investors held KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) as of Q3 2023, up from 49 in Q2 2023.
- Funds reported $103M of KFA Mount Lucas Managed Futures Index Strategy ETF stock for Q3 2023, up 25% quarter-over-quarter.
- 12 funds opened new KFA Mount Lucas Managed Futures Index Strategy ETF positions in Q3 2023 and 8 closed out, a net change of +4 holders.
- The largest KFA Mount Lucas Managed Futures Index Strategy ETF buyer in Q3 2023 was Truist Financial, an estimated $6.73M added.
- The largest KFA Mount Lucas Managed Futures Index Strategy ETF seller in Q3 2023 was Jane Street, an estimated $2.73M sold.
Based on aggregated 13F filings for Q3 2023.