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KFA Mount Lucas Managed Futures Index Strategy ETF

53 hedge funds and large institutions have $140M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 17 closing their positions.

Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
21
Reduced
12
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MCC
1
Money Concepts Capital
Florida
$33M 444,804 -802,662 -64%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.2M 550,634 +430,820 +360%
NW
3
Naviter Wealth
Arkansas
$13M 440,240 +353,573 +408%
Jane Street
4
Jane Street
New York
$9.61M 325,871 +233,202 +252%
P
5
Palladiem
Pennsylvania
$8.17M 276,985 +118,185 +74%
AA
6
Ancora Advisors
Ohio
$8.07M 273,813 +166,604 +155%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$6.3M 213,693 +48,459 +29%
FHC
8
First Heartland Consultants
Missouri
$6.22M 211,042 +211,042 New
AC
9
Avestar Capital
New York
$5.05M 171,151 +48,487 +40%
SWRP
10
Summit Wealth & Retirement Planning
California
$4.76M 161,416 +161,416 New
QA
11
Quantitative Advantage
Minnesota
$4.18M 141,772 -3,479 -2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.32M 112,560 +86,487 +332%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.89M 64,200 +14,108 +28%
OP
14
ORG Partners
Indiana
$1.77M 59,971 +59,971 New
SEA
15
Stegent Equity Advisors
Texas
$1.72M 58,477 -1,699 -3%
WP
16
WealthShield Partners
North Carolina
$1.54M 52,329 +1,049 +2%
LA
17
Latitude Advisors
Florida
$1.46M 49,647 -2,360 -5%
AIM
18
Astor Investment Management
Illinois
$1.28M 43,501 +43,501 New
WCM
19
Wealthcare Capital Management
Virginia
$1.28M 43,271 +12,339 +40%
RWRC
20
R.W. Roge & Company
New York
$933K 31,654 +31,654 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$879K 29,825 -87,787 -75%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$837K 28,132 +26,307 +1,441%
PWM
23
Provident Wealth Management
Tennessee
$733K 24,866 -600 -2%
AA
24
AlphaQ Advisors
Florida
$624K 21,182 +21,182 New
WOSD
25
WFA of San Diego
California
$600K 20,360 +15,537 +322%