KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
53 hedge funds and large institutions have $97.3M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 9 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 15
13% more capital invested
Capital invested by funds: $86.1M → $97.3M (+$11.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 55 → 53 (-2)
4.53% less ownership
Funds ownership: 30.75% → 26.22% (-4.5%)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.9M |
| 2 |
TBC
Ted Buchan & Co
San Diego,
California
|
+$3.95M |
| 3 |
LA
Latitude Advisors
Vero Beach,
Florida
|
+$1.49M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$870K |
| 5 |
KP
Kitching Partners
Conshohocken,
Pennsylvania
|
+$857K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.3M |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$2.3M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.02M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$778K |
| 5 |
OP
ORG Partners
Roanoke,
Indiana
|
-$635K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MG
51
Mather Group
Chicago,
Illinois
| $22.9K | -$27.8K | -943 | -55% |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5.85K | +$5.9K | +200 | New |
|
|
IA
53
IFP Advisors
Tampa,
Florida
| $1.64K | +$1.65K | +56 | New |
|
|
54
Jane Street
New York
| – | -$2.3M | -78,970 | Closed |
|
|
FTUS
55
Flow Traders U.S.
New York
| – | -$1.02M | -34,885 | Closed |
|
|
OAS
56
Optivise Advisory Services
Franklin,
Tennessee
| – | -$533K | -18,266 | Closed |
|
|
AWM
57
Apollon Wealth Management
Mount Pleasant,
South Carolina
| – | -$253K | -8,665 | Closed |
|
|
SAI
58
Savvy Advisors Inc
New York
| – | -$208K | -7,132 | Closed |
|
|
IAIM
59
International Assets Investment Management
Orlando,
Florida
| – | -$7K | -240 | Closed |
|
60
Simplex Trading
Chicago,
Illinois
| – | -$4K | -138 | Closed |
|
61
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3.65K | -125 | Closed |
|
|
CJH
62
Christopher J. Hasenberg
Eau Claire,
Wisconsin
| – | -$3.29K | -113 | Closed |
|
KMLM Hedge Fund Activity: Q3 2024 in Review
53 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) for Q3 2024, worth a combined $97.3M — up 13% from $86.1M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of KMLM and 8 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 26 added.
The largest buyer was Morgan Stanley, adding an estimated $8.9M. The largest seller was Jane Street, exiting entirely with an estimated $2.3M sold.
- 53 institutional investors held KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) as of Q3 2024, down from 55 in Q2 2024.
- Funds reported $97.3M of KFA Mount Lucas Managed Futures Index Strategy ETF stock for Q3 2024, up 13% quarter-over-quarter.
- 8 funds opened new KFA Mount Lucas Managed Futures Index Strategy ETF positions in Q3 2024 and 9 closed out, a net change of -1 holder.
- The largest KFA Mount Lucas Managed Futures Index Strategy ETF buyer in Q3 2024 was Morgan Stanley, an estimated $8.9M added.
- The largest KFA Mount Lucas Managed Futures Index Strategy ETF seller in Q3 2024 was Jane Street, an estimated $2.3M sold.
Based on aggregated 13F filings for Q3 2024.