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KFA Mount Lucas Managed Futures Index Strategy ETF

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.

Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
17
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FHC
1
First Heartland Consultants
Missouri
$11.1M 364,006 +152,964 +72%
AA
2
Ancora Advisors
Ohio
$9.16M 300,685 +26,872 +10%
P
3
Palladiem
Pennsylvania
$8.4M 275,760 -1,225 -0.4%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$7.52M 246,805 +33,112 +15%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$4.17M 136,929 +136,929 New
Jane Street
6
Jane Street
New York
$4.1M 134,665 -191,206 -59%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.93M 129,016 -421,618 -77%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.16M 103,550 +73,725 +247%
SEA
9
Stegent Equity Advisors
Texas
$2.46M 80,761 +22,284 +38%
RWRC
10
R.W. Roge & Company
New York
$2.32M 76,115 +44,461 +140%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.28M 74,768 -37,792 -34%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.18M 71,644 +7,444 +12%
OP
13
ORG Partners
Indiana
$1.79M 58,605 -1,366 -2%
MCC
14
Money Concepts Capital
Florida
$1.7M 55,764 -389,040 -87%
WCM
15
Wealthcare Capital Management
Virginia
$1.54M 50,427 +7,156 +17%
WP
16
WealthShield Partners
North Carolina
$1.38M 45,402 -6,927 -13%
GAA
17
Global Assets Advisory
Florida
$1.34M 43,965 +43,965 New
AIM
18
Astor Investment Management
Illinois
$1.32M 43,261 -240 -0.6%
SWRP
19
Summit Wealth & Retirement Planning
California
$1.29M 42,230 -119,186 -74%
TWM
20
Triton Wealth Management
Arizona
$1.01M 32,644 +32,644 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$730K 23,956 +11,141 +87%
PWM
22
Provident Wealth Management
Tennessee
$698K 22,916 -1,950 -8%
AA
23
AlphaQ Advisors
Florida
$679K 22,273 +1,091 +5%
HighTower Advisors
24
HighTower Advisors
Illinois
$646K 21,331 +21,331 New
CP
25
Cumberland Partners
Ontario, Canada
$582K 19,108 +1,056 +6%