KMLM icon

KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM

Overview Fund Activity

55 hedge funds and large institutions have $86.1M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 12 closing their positions.

Holders
55
Holders Change
–
Holders Change %
0%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
25
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$2.9M
2
TBC
2
Ted Buchan & Co
California
$2.71M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.55M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$13M
5
ACM
5
Andina Capital Management
Utah
$1.12M

Top Sellers

1
FHC
1
First Heartland Consultants
Missouri
$0
2
RAM
2
RedJay Asset Management
Ontario, Canada
$0
3
SEA
3
Stegent Equity Advisors
Texas
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$257K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.8M
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
51
Huntington National Bank
Ohio
– – – –
IAIM
52
International Assets Investment Management
Florida
$7K 240 +240 New
Simplex Trading
53
Simplex Trading
Illinois
$4K 138 -262 -66%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$3.65K 125 +125 New
CJH
55
Christopher J. Hasenberg
Wisconsin
$3.3K 113 – –
JWM
56
Janiczek Wealth Management
Colorado
$380 13 +13 New
FHC
57
First Heartland Consultants
Missouri
– – -148,699 Closed
RAM
58
RedJay Asset Management
Ontario, Canada
– – -120,000 Closed
SEA
59
Stegent Equity Advisors
Texas
– – -98,716 Closed
CIM
60
Cambria Investment Management
California
– – -37,314 Closed
CP
61
Cumberland Partners
Ontario, Canada
– – -19,977 Closed
AIM
62
Astor Investment Management
Illinois
– – -16,928 Closed
GAA
63
Global Assets Advisory
Florida
– – -12,208 Closed
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
– – -10,901 Closed
LFAS
65
Level Four Advisory Services
Texas
– – -8,145 Closed
UBS Group
66
UBS Group
Switzerland
– – -582 Closed
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
– – -3 Closed
Fidelity Investments
68
Fidelity Investments
Massachusetts
– – -1 Closed
Belvedere Trading
69
Belvedere Trading
Illinois
– – – –
CFGS
70
Concourse Financial Group Securities
Alabama
– – – –
1 2
3