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KFA Mount Lucas Managed Futures Index Strategy ETF

57 hedge funds and large institutions have $101M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
57
Holders Change
+24
Holders Change %
+72.73%
% of All Funds
0.92%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
32
Increased
14
Reduced
11
Closed
7
Calls
$189K
Puts
$55K
Net Calls
+$134K
Net Calls Change
+$134K
Name Market Value Shares Shares
Change
Shares
Change %
MCC
1
Money Concepts Capital
Florida
$38.1M 1,247,466 +139,102 +13%
State Street
2
State Street
Massachusetts
$6.25M 204,678 +204,678 New
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$5.05M 165,234 -4,040 -2%
P
4
Palladiem
Pennsylvania
$4.85M 158,800 -2,515 -2%
QA
5
Quantitative Advantage
Minnesota
$4.44M 145,251 +5,366 +4%
AC
6
Avestar Capital
New York
$3.94M 122,664 +122,664 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.66M 119,814 +27,636 +30%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.59M 117,612 +25,699 +28%
AA
9
Ancora Advisors
Ohio
$3.28M 107,209 +96,957 +946%
Jane Street
10
Jane Street
New York
$2.83M 92,669 -62,609 -40%
NW
11
Naviter Wealth
Arkansas
$2.52M 86,667 +86,667 New
SEA
12
Stegent Equity Advisors
Texas
$1.84M 60,176 -14,860 -20%
WA
13
WESPAC Advisors
California
$1.61M 52,731 +52,731 New
LA
14
Latitude Advisors
Florida
$1.59M 52,007 +46,136 +786%
WP
15
WealthShield Partners
North Carolina
$1.57M 51,280 +5,475 +12%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.53M 50,092 +46,843 +1,442%
FA
17
Fermata Advisors
California
$1.49M 48,754 -136,493 -74%
MCM
18
Mainstay Capital Management
Michigan
$1.47M 48,075 -479 -1%
CA
19
CoreCap Advisors
Michigan
$1.08M 35,393 -638 -2%
WCM
20
Wealthcare Capital Management
Virginia
$945K 30,932 +2,300 +8%
MWP
21
Meredith Wealth Planning
Illinois
$843K 27,598 +27,598 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$797K 26,073 -3,223 -11%
PWM
23
Provident Wealth Management
Tennessee
$778K 25,466 +25,466 New
MML Investors Services
24
MML Investors Services
Massachusetts
$645K 21,121 -18,786 -47%
RJA
25
Raymond James & Associates
Florida
$615K 20,145 +7,344 +57%