KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
56 hedge funds and large institutions have $87.5M 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, 19 increasing their positions, 24 reducing their positions, and 16 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.42% less ownership
Funds ownership: 33.5% → 33.08% (-0.42%)
2% less capital invested
Capital invested by funds: $89.4M → $87.5M (-$1.87M)
10% less funds holding
Funds holding: 62 → 56 (-6)
21% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 24
31% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$11.8M |
| 2 |
TA
Tactive Advisors
Jacksonville,
Florida
|
+$2.58M |
| 3 |
NYLIM
New York Life Investment Management
New York
|
+$1.62M |
| 4 |
RAM
RedJay Asset Management
Toronto,
Ontario, Canada
|
+$1.16M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWRP
Summit Wealth & Retirement Planning
San Ramon,
California
|
-$6.57M |
| 2 |
Jane Street
New York
|
-$5.21M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.92M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.23M |
| 5 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$1.13M |
KMLM Hedge Fund Activity: Q1 2024 in Review
56 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) for Q1 2024, worth a combined $87.5M — down 2.1% from $89.4M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of KMLM and 11 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 19 added.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $11.8M. The largest seller was Summit Wealth & Retirement Planning, exiting entirely with an estimated $6.57M sold.
- 56 institutional investors held KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) as of Q1 2024, down from 62 in Q4 2023.
- Funds reported $87.5M of KFA Mount Lucas Managed Futures Index Strategy ETF stock for Q1 2024, down 2.1% quarter-over-quarter.
- 11 funds opened new KFA Mount Lucas Managed Futures Index Strategy ETF positions in Q1 2024 and 16 closed out, a net change of -5 holders.
- The largest KFA Mount Lucas Managed Futures Index Strategy ETF buyer in Q1 2024 was Carson Wealth (CWM LLC), an estimated $11.8M added.
- The largest KFA Mount Lucas Managed Futures Index Strategy ETF seller in Q1 2024 was Summit Wealth & Retirement Planning, an estimated $6.57M sold.
Based on aggregated 13F filings for Q1 2024.