KMLM icon

KFA Mount Lucas Managed Futures Index Strategy ETF

53 hedge funds and large institutions have $103M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
17
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FHC
1
First Heartland Consultants
Missouri
$11.9M 365,933 +1,927 +0.5%
AA
2
Ancora Advisors
Ohio
$9.76M 299,592 -1,093 -0.4%
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$9.57M 293,944 +47,139 +19%
P
4
Palladiem
Pennsylvania
$8.79M 269,735 -6,025 -2%
Truist Financial
5
Truist Financial
North Carolina
$7.33M 225,133 +214,651 +2,048%
HighTower Advisors
6
HighTower Advisors
Illinois
$7.15M 219,782 +198,451 +930%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$4.81M 147,795 +10,866 +8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.6M 141,322 +37,772 +36%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.25M 130,411 +1,395 +1%
SEA
10
Stegent Equity Advisors
Texas
$3.58M 109,945 +29,184 +36%
RWRC
11
R.W. Roge & Company
New York
$2.28M 70,421 -5,694 -7%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.27M 69,733 -1,911 -3%
MCC
13
Money Concepts Capital
Florida
$1.8M 55,197 -567 -1%
WCM
14
Wealthcare Capital Management
Virginia
$1.79M 54,831 +4,404 +9%
FA
15
Fermata Advisors
California
$1.56M 48,037 +48,037 New
Jane Street
16
Jane Street
New York
$1.55M 47,624 -87,041 -65%
WP
17
WealthShield Partners
North Carolina
$1.51M 46,335 +933 +2%
GAA
18
Global Assets Advisory
Florida
$1.38M 42,278 -1,687 -4%
SWRP
19
Summit Wealth & Retirement Planning
California
$1.27M 38,992 -3,238 -8%
CIM
20
Cambria Investment Management
California
$1.23M 37,882 +37,882 New
OP
21
ORG Partners
Indiana
$1.18M 36,272 -22,333 -38%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.15M 35,245 +11,289 +47%
TWM
23
Triton Wealth Management
Arizona
$1.01M 32,579 -65 -0.2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$821K 25,221 -49,547 -66%
PWM
25
Provident Wealth Management
Tennessee
$712K 21,860 -1,056 -5%