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KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM

Overview Fund Activity

18 hedge funds and large institutions have $51.9M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.

Holders
18
Holders Change
+13
Holders Change %
+260%
% of All Funds
0.3%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
15
Increased
3
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$35.6M
2
FA
2
Fermata Advisors
California
$4.63M
3
SEA
3
Stegent Equity Advisors
Texas
$2.87M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.47M
5
WP
5
WealthShield Partners
North Carolina
$1.37M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCC
1
Money Concepts Capital
Florida
$35.6M 1,015,249 +1,015,249 New
FA
2
Fermata Advisors
California
$4.63M 132,910 +132,910 New
SEA
3
Stegent Equity Advisors
Texas
$2.87M 82,375 +82,375 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.47M 70,971 +70,971 New
WP
5
WealthShield Partners
North Carolina
$1.37M 39,433 +39,433 New
AI
6
Atria Investments
North Carolina
$1.3M 37,402 +37,402 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$677K 19,435 +12,519 +181%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$619K 17,782 +17,782 New
PPW
9
Pinnacle Private Wealth
Massachusetts
$599K 17,202 +17,202 New
RJA
10
Raymond James & Associates
Florida
$458K 13,151 +13,151 New
HI
11
Harbour Investments
Wisconsin
$350K 10,042 +10,042 New
LWAC
12
Laurel Wealth Advisors (California)
California
$338K 9,704 +9,704 New
UBS Group
13
UBS Group
Switzerland
$337K 9,692 +9,151 +1,691%
APA
14
American Portfolios Advisors
New York
$84K 2,414 +2,414 New
WAM
15
Worth Asset Management
Texas
$84K 2,420 +2,420 New
Osaic Holdings
16
Osaic Holdings
Arizona
$49K 1,418 +1,408 +14,080%
WOSD
17
WFA of San Diego
California
$36K 1,020 +1,020 New
AWM
18
Accel Wealth Management
Iowa
$5K 150 +150 New
Jane Street
19
Jane Street
New York
– – -7,616 Closed
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
– – -10 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –