KMLM icon

KFA Mount Lucas Managed Futures Index Strategy ETF

53 hedge funds and large institutions have $97.3M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
26
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$13.9M 474,987 +29,486 +7%
AA
2
Ancora Advisors
Ohio
$9.54M 326,252 +20,644 +7%
Morgan Stanley
3
Morgan Stanley
New York
$9.01M 308,394 +301,500 +4,373%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$7.63M 260,930 -77,846 -23%
TBC
5
Ted Buchan & Co
California
$6.62M 226,532 +133,726 +144%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5M 171,211 +15,099 +10%
SFSG
7
Sound Financial Strategies Group
Mississippi
$4.43M 151,596 -456 -0.3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.09M 139,905 +6,280 +5%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$3.73M 127,752 +7,610 +6%
MML Investors Services
10
MML Investors Services
Massachusetts
$3.16M 108,005 +8,428 +8%
LFA
11
Longview Financial Advisors
Alabama
$3.09M 105,879 -31 -0%
NYLIM
12
New York Life Investment Management
New York
$2.44M 83,519 +3,139 +4%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.13M 73,009 -2,810 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.03M 69,585 -26,355 -27%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$1.6M 54,413 +3,349 +7%
LA
16
Latitude Advisors
Florida
$1.48M 50,586 +50,586 New
NW
17
Naviter Wealth
Arkansas
$1.28M 43,943 +9,541 +28%
CL
18
CSS LLC
Illinois
$1.26M 42,963 +6,593 +18%
KP
19
Kitching Partners
Pennsylvania
$1.23M 42,033 +29,054 +224%
VWA
20
Visionary Wealth Advisors
Illinois
$1.16M 39,764 +5,470 +16%
ACM
21
Andina Capital Management
Utah
$1.15M 39,434 +1,062 +3%
FA
22
Fermata Advisors
California
$1.03M 35,161 +923 +3%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$993K 33,968 +2,009 +6%
FWM
24
FMA Wealth Management
Massachusetts
$712K 24,369 +1,549 +7%
WCM
25
Wealthcare Capital Management
Virginia
$663K 22,693 -5,931 -21%