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KFA Mount Lucas Managed Futures Index Strategy ETF

61 hedge funds and large institutions have $88.9M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
18
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$8.94M 310,110 +16,166 +5%
AA
2
Ancora Advisors
Ohio
$8.09M 280,651 -18,941 -6%
SWRP
3
Summit Wealth & Retirement Planning
California
$6.57M 227,953 +188,961 +485%
Jane Street
4
Jane Street
New York
$6.5M 225,404 +177,780 +373%
SFSG
5
Sound Financial Strategies Group
Mississippi
$4.29M 148,752 +148,752 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.15M 144,072 +2,750 +2%
FHC
7
First Heartland Consultants
Missouri
$4.13M 143,451 -222,482 -61%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.61M 125,403 +125,403 New
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$3.57M 123,772 -24,023 -16%
SEA
10
Stegent Equity Advisors
Texas
$3.53M 122,535 +12,590 +11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.08M 106,770 -23,641 -18%
LFA
12
Longview Financial Advisors
Alabama
$2.82M 97,750 +97,750 New
Osaic Holdings
13
Osaic Holdings
Arizona
$2.75M 95,403 +25,670 +37%
RAM
14
RedJay Asset Management
Ontario, Canada
$2.31M 80,000 +80,000 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.22M 76,921 +51,700 +205%
NW
16
Naviter Wealth
Arkansas
$1.77M 61,333 +61,333 New
FA
17
Fermata Advisors
California
$1.61M 55,835 +7,798 +16%
WCM
18
Wealthcare Capital Management
Virginia
$1.29M 44,729 -10,102 -18%
MC
19
Moors & Cabot
Massachusetts
$1.13M 39,150 +20,750 +113%
CIM
20
Cambria Investment Management
California
$1.08M 37,329 -553 -1%
OP
21
ORG Partners
Indiana
$1.03M 35,689 -583 -2%
RWRC
22
R.W. Roge & Company
New York
$970K 33,677 -36,744 -52%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$904K 31,354 -3,891 -11%
AIM
24
Astor Investment Management
Illinois
$757K 26,274 +26,274 New
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$717K 25,041 +25,041 New