KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
55 hedge funds and large institutions have $86.1M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 13 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 13
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
2% less capital invested
Capital invested by funds: $87.5M → $86.1M (-$1.4M)
2% less funds holding
Funds holding: 56 → 55 (-1)
2.33% less ownership
Funds ownership: 33.08% → 30.75% (-2.3%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.97M |
| 2 |
TBC
Ted Buchan & Co
San Diego,
California
|
+$2.76M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.73M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.23M |
| 5 |
ACM
Andina Capital Management
Lehi,
Utah
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$4.45M |
| 2 |
RAM
RedJay Asset Management
Toronto,
Ontario, Canada
|
-$3.59M |
| 3 |
SEA
Stegent Equity Advisors
Houston,
Texas
|
-$2.95M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.43M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.22M |
KMLM Hedge Fund Activity: Q2 2024 in Review
55 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) for Q2 2024, worth a combined $86.1M — down 1.6% from $87.5M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new KMLM positions and 13 closed out — a net gain of 1 holder — while 25 added to existing stakes and 13 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $2.97M. The largest seller was First Heartland Consultants, exiting entirely with an estimated $4.45M sold.
- 55 institutional investors held KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) as of Q2 2024, down from 56 in Q1 2024.
- Funds reported $86.1M of KFA Mount Lucas Managed Futures Index Strategy ETF stock for Q2 2024, down 1.6% quarter-over-quarter.
- 14 funds opened new KFA Mount Lucas Managed Futures Index Strategy ETF positions in Q2 2024 and 13 closed out, a net change of +1 holder.
- The largest KFA Mount Lucas Managed Futures Index Strategy ETF buyer in Q2 2024 was MML Investors Services, an estimated $2.97M added.
- The largest KFA Mount Lucas Managed Futures Index Strategy ETF seller in Q2 2024 was First Heartland Consultants, an estimated $4.45M sold.
Based on aggregated 13F filings for Q2 2024.