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KFA Mount Lucas Managed Futures Index Strategy ETF

55 hedge funds and large institutions have $87.6M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 16 closing their positions.

Holders
55
Holders Change
-6
Holders Change %
-9.84%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
20
Reduced
22
Closed
16
Calls
$200K
Puts
Net Calls
+$200K
Net Calls Change
+$200K
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$12.1M 404,341 +404,341 New
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$9.59M 320,966 +10,856 +4%
AA
3
Ancora Advisors
Ohio
$8.23M 275,461 -5,190 -2%
FHC
4
First Heartland Consultants
Missouri
$4.45M 148,699 +5,248 +4%
SFSG
5
Sound Financial Strategies Group
Mississippi
$4.41M 147,538 -1,214 -0.8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.09M 136,890 -7,182 -5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.8M 127,279 +1,876 +1%
RAM
8
RedJay Asset Management
Ontario, Canada
$3.59M 120,000 +40,000 +50%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$3.52M 117,875 -5,897 -5%
LFA
10
Longview Financial Advisors
Alabama
$3.14M 105,120 +7,370 +8%
SEA
11
Stegent Equity Advisors
Texas
$2.95M 98,716 -23,819 -19%
TA
12
Tactive Advisors
Florida
$2.66M 88,838 +88,838 New
Osaic Holdings
13
Osaic Holdings
Arizona
$2.18M 72,847 -22,556 -24%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.93M 64,594 -42,176 -40%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$1.7M 56,876 +34,942 +159%
NYLIM
16
New York Life Investment Management
New York
$1.66M 55,651 +55,651 New
Jane Street
17
Jane Street
New York
$1.39M 46,367 -179,037 -79%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$1.16M 38,709 +38,341 +10,419%
CIM
19
Cambria Investment Management
California
$1.12M 37,314 -15 -0%
WCM
20
Wealthcare Capital Management
Virginia
$1.08M 36,140 -8,589 -19%
NW
21
Naviter Wealth
Arkansas
$1.04M 34,680 -26,653 -43%
FA
22
Fermata Advisors
California
$995K 33,294 -22,541 -40%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$839K 28,259 +3,218 +13%
CL
24
CSS LLC
Illinois
$788K 26,370 +4,000 +18%
VWA
25
Visionary Wealth Advisors
Illinois
$727K 24,323 +2,900 +14%