KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
62 hedge funds and large institutions have $89.4M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 12 closing their positions.
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
17% more funds holding
Funds holding: 53 → 62 (+9)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
2.06% less ownership
Funds ownership: 35.57% → 33.5% (-2.1%)
13% less capital invested
Capital invested by funds: $103M → $89.4M (-$13.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWRP
Summit Wealth & Retirement Planning
San Ramon,
California
|
+$5.84M |
| 2 |
Jane Street
New York
|
+$5.49M |
| 3 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
+$4.59M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.87M |
| 5 |
NW
Naviter Wealth
Little Rock,
Arkansas
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$7.15M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$6.87M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$6.51M |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$1.8M |
| 5 |
RWRC
R.W. Roge & Company
Bohemia,
New York
|
-$1.13M |
KMLM Hedge Fund Activity: Q4 2023 in Review
62 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) for Q4 2023, worth a combined $89.4M — down 13% from $103M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new KMLM positions and 12 closed out — a net gain of 11 holders — while 18 added to existing stakes and 18 trimmed.
The largest buyer was Summit Wealth & Retirement Planning, adding an estimated $5.84M. The largest seller was HighTower Advisors, exiting entirely with an estimated $7.15M sold.
- 62 institutional investors held KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) as of Q4 2023, up from 53 in Q3 2023.
- Funds reported $89.4M of KFA Mount Lucas Managed Futures Index Strategy ETF stock for Q4 2023, down 13% quarter-over-quarter.
- 23 funds opened new KFA Mount Lucas Managed Futures Index Strategy ETF positions in Q4 2023 and 12 closed out, a net change of +11 holders.
- The largest KFA Mount Lucas Managed Futures Index Strategy ETF buyer in Q4 2023 was Summit Wealth & Retirement Planning, an estimated $5.84M added.
- The largest KFA Mount Lucas Managed Futures Index Strategy ETF seller in Q4 2023 was HighTower Advisors, an estimated $7.15M sold.
Based on aggregated 13F filings for Q4 2023.