KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
54 hedge funds and large institutions have $85.2M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 6 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
100% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 14
15.52% more ownership
Funds ownership: 26.69% → 42.22% (+16%)
4% less capital invested
Capital invested by funds: $88.9M → $85.2M (-$3.64M)
5% less funds holding
Funds holding: 57 → 54 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPW
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
+$8.87M |
| 2 |
GS
GWN Securities
Palm Beach Gardens,
Florida
|
+$2.26M |
| 3 |
PCA
PMV Capital Advisers
Dallas,
Texas
|
+$2.15M |
| 4 |
LA
Latitude Advisors
Vero Beach,
Florida
|
+$864K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$733K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$4.07M |
| 2 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
-$4.03M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.67M |
| 4 |
WCP
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
-$1.27M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$941K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fifth Third Bancorp
Cincinnati,
Ohio
| $34.7K | – | – | – |
|
52
Simplex Trading
Chicago,
Illinois
| $19K | +$12.2K | +445 | +165% |
|
|
MG
53
Mather Group
Chicago,
Illinois
| $8.13K | – | – | – |
|
|
CCMI
54
Creative Capital Management Investments
San Diego,
California
| $109 | – | – | – |
|
|
SFSG
55
Sound Financial Strategies Group
Madison,
Mississippi
| – | -$4.03M | -143,403 | Closed |
|
|
FTUS
56
Flow Traders U.S.
New York
| – | -$941K | -33,482 | Closed |
|
57
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$266K | -9,450 | Closed |
|
|
SB
58
Strategic Blueprint
Atlanta,
Georgia
| – | -$212K | -7,557 | Closed |
|
|
FFA
59
Farther Finance Advisors
San Francisco,
California
| – | -$84.3K | -3,000 | Closed |
|
|
TRCT
60
Tower Research Capital (TRC)
New York
| – | -$84 | -3 | Closed |
|
KMLM Hedge Fund Activity: Q1 2025 in Review
54 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) for Q1 2025, worth a combined $85.2M — down 4.1% from $88.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of KMLM and 4 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 28 added.
The largest buyer was Magnolia Private Wealth, adding an estimated $8.87M. The largest seller was Wealthcare Advisory Partners, cutting an estimated $4.07M.
- 54 institutional investors held KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) as of Q1 2025, down from 57 in Q4 2024.
- Funds reported $85.2M of KFA Mount Lucas Managed Futures Index Strategy ETF stock for Q1 2025, down 4.1% quarter-over-quarter.
- 4 funds opened new KFA Mount Lucas Managed Futures Index Strategy ETF positions in Q1 2025 and 6 closed out, a net change of -2 holders.
- The largest KFA Mount Lucas Managed Futures Index Strategy ETF buyer in Q1 2025 was Magnolia Private Wealth, an estimated $8.87M added.
- The largest KFA Mount Lucas Managed Futures Index Strategy ETF seller in Q1 2025 was Wealthcare Advisory Partners, an estimated $4.07M sold.
Based on aggregated 13F filings for Q1 2025.