KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
49 hedge funds and large institutions have $82.5M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 13 closing their positions.
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
8% less funds holding
Funds holding: 53 → 49 (-4)
9.29% less ownership
Funds ownership: 42.3% → 33% (-9.3%)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
41% less capital invested
Capital invested by funds: $140M → $82.5M (-$57.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$4.67M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$4.18M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.25M |
| 4 |
RWRC
R.W. Roge & Company
Bohemia,
New York
|
+$1.36M |
| 5 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NW
Naviter Wealth
Little Rock,
Arkansas
|
-$13M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.9M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$11.9M |
| 4 |
Jane Street
New York
|
-$5.84M |
| 5 |
AC
Avestar Capital
New York
|
-$5.05M |
KMLM Hedge Fund Activity: Q2 2023 in Review
49 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) for Q2 2023, worth a combined $82.5M — down 41% from $140M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of KMLM and 10 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 17 added.
The largest buyer was First Heartland Consultants, adding an estimated $4.67M. The largest seller was Naviter Wealth, cutting an estimated $13M.
- 49 institutional investors held KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) as of Q2 2023, down from 53 in Q1 2023.
- Funds reported $82.5M of KFA Mount Lucas Managed Futures Index Strategy ETF stock for Q2 2023, down 41% quarter-over-quarter.
- 10 funds opened new KFA Mount Lucas Managed Futures Index Strategy ETF positions in Q2 2023 and 13 closed out, a net change of -3 holders.
- The largest KFA Mount Lucas Managed Futures Index Strategy ETF buyer in Q2 2023 was First Heartland Consultants, an estimated $4.67M added.
- The largest KFA Mount Lucas Managed Futures Index Strategy ETF seller in Q2 2023 was Naviter Wealth, an estimated $13M sold.
Based on aggregated 13F filings for Q2 2023.