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KFA Mount Lucas Managed Futures Index Strategy ETF

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.

New
Increased
Maintained
Reduced
Closed

10,810% more capital invested

Capital invested by funds: $475K → $51.9M (+$51.4M)

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

260% more funds holding

Funds holding: 518 (+13)

38.5% more ownership

Funds ownership: 1.04%39.54% (+38%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
1
Money Concepts Capital
Florida
$35.6M +$36M +1,015,249 New
FA
2
Fermata Advisors
California
$4.63M +$4.71M +132,910 New
SEA
3
Stegent Equity Advisors
Texas
$2.87M +$2.92M +82,375 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.47M +$2.52M +70,971 New
WP
5
WealthShield Partners
North Carolina
$1.37M +$1.4M +39,433 New
AI
6
Atria Investments
North Carolina
$1.3M +$1.33M +37,402 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$677K +$444K +12,519 +181%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$619K +$631K +17,782 New
PPW
9
Pinnacle Private Wealth
Massachusetts
$599K +$610K +17,202 New
RJA
10
Raymond James & Associates
Florida
$458K +$466K +13,151 New
HI
11
Harbour Investments
Wisconsin
$350K +$356K +10,042 New
LWAC
12
Laurel Wealth Advisors (California)
California
$338K +$344K +9,704 New
UBS Group
13
UBS Group
Switzerland
$337K +$325K +9,151 +1,691%
APA
14
American Portfolios Advisors
New York
$84K +$85.6K +2,414 New
WAM
15
Worth Asset Management
Texas
$84K +$85.8K +2,420 New
Osaic Holdings
16
Osaic Holdings
Arizona
$49K +$49.9K +1,408 +14,080%
WOSD
17
WFA of San Diego
California
$36K +$36.2K +1,020 New
AWM
18
Accel Wealth Management
Iowa
$5K +$5.32K +150 New
Jane Street
19
Jane Street
New York
-$240K -7,616 Closed
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
-$316 -10 Closed

KMLM Hedge Fund Activity: Q2 2022 in Review

18 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) for Q2 2022, worth a combined $51.9M — up 10,810% from $475K a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KMLM positions and 2 closed out — a net gain of 13 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Money Concepts Capital, opening a new position worth an estimated $36M. The largest seller was Jane Street, exiting entirely with an estimated $240K sold.

  • 18 institutional investors held KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) as of Q2 2022, up from 5 in Q1 2022.
  • Funds reported $51.9M of KFA Mount Lucas Managed Futures Index Strategy ETF stock for Q2 2022, up 10,810% quarter-over-quarter.
  • 15 funds opened new KFA Mount Lucas Managed Futures Index Strategy ETF positions in Q2 2022 and 2 closed out, a net change of +13 holders.
  • The largest KFA Mount Lucas Managed Futures Index Strategy ETF buyer in Q2 2022 was Money Concepts Capital, an estimated $36M added.
  • The largest KFA Mount Lucas Managed Futures Index Strategy ETF seller in Q2 2022 was Jane Street, an estimated $240K sold.

Based on aggregated 13F filings for Q2 2022.