KMLM icon

KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM

Overview Fund Activity

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 12 closing their positions.

Holders
55
Holders Change
–
Holders Change %
0%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
25
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$2.9M
2
TBC
2
Ted Buchan & Co
California
$2.71M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.55M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$13M
5
ACM
5
Andina Capital Management
Utah
$1.12M

Top Sellers

1
FHC
1
First Heartland Consultants
Missouri
$0
2
RAM
2
RedJay Asset Management
Ontario, Canada
$0
3
SEA
3
Stegent Equity Advisors
Texas
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$257K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$13M 445,501 +41,160 +10%
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$9.88M 338,776 +17,810 +6%
AA
3
Ancora Advisors
Ohio
$8.91M 305,608 +30,147 +11%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.55M 156,112 +91,518 +142%
SFSG
5
Sound Financial Strategies Group
Mississippi
$4.43M 152,052 +4,514 +3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$3.9M 133,625 +6,346 +5%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$3.5M 120,142 +2,267 +2%
LFA
8
Longview Financial Advisors
Alabama
$3.09M 105,910 +790 +0.8%
MML Investors Services
9
MML Investors Services
Massachusetts
$2.9M 99,577 +99,577 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.8M 95,940 -40,950 -30%
TBC
11
Ted Buchan & Co
California
$2.71M 92,806 +92,806 New
NYLIM
12
New York Life Investment Management
New York
$2.34M 80,380 +24,729 +44%
Jane Street
13
Jane Street
New York
$2.3M 78,970 +32,603 +70%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.21M 75,819 +2,972 +4%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$1.49M 51,064 +12,355 +32%
ACM
16
Andina Capital Management
Utah
$1.12M 38,372 +38,372 New
CL
17
CSS LLC
Illinois
$1.06M 36,370 +10,000 +38%
OP
18
ORG Partners
Indiana
$1.03M 35,131 +35,131 New
FTUS
19
Flow Traders U.S.
New York
$1.02M 34,885 +34,885 New
NW
20
Naviter Wealth
Arkansas
$1M 34,402 -278 -0.8%
VWA
21
Visionary Wealth Advisors
Illinois
$1M 34,294 +9,971 +41%
FA
22
Fermata Advisors
California
$998K 34,238 +944 +3%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$933K 31,959 +3,700 +13%
RJA
24
Raymond James & Associates
Florida
$908K 31,133 +31,133 New
WCM
25
Wealthcare Capital Management
Virginia
$835K 28,624 -7,516 -21%
1
2 3