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KFA Mount Lucas Managed Futures Index Strategy ETF

57 hedge funds and large institutions have $88.9M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

8% more funds holding

Funds holding: 5357 (+4)

0.47% more ownership

Funds ownership: 26.22%26.69% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less capital invested

Capital invested by funds: $97.3M → $88.9M (-$8.47M)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
16
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
Ancora Advisors
Ohio
$9.23M +$65.3K +2,326 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$8.67M +$28 +1 +0%
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$6.77M -$557K -19,841 -8%
TBC
4
Ted Buchan & Co
California
$6.6M +$230K +8,205 +4%
Raymond James Financial
5
Raymond James Financial
Florida
$4.38M +$4.37M +155,704 New
SFSG
6
Sound Financial Strategies Group
Mississippi
$4.03M -$230K -8,193 -5%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$3.56M -$34.5K -1,228 -1%
LFA
8
Longview Financial Advisors
Alabama
$3.47M +$498K +17,748 +17%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.26M -$1.55M -55,050 -32%
NYLIM
10
New York Life Investment Management
New York
$2.73M +$385K +13,713 +16%
IIM
11
Illumine Investment Management
Washington
$2.49M +$2.49M +88,670 New
MML Investors Services
12
MML Investors Services
Massachusetts
$2.43M -$606K -21,585 -20%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.22M +$172K +6,114 +8%
WCP
14
Wealthcare Capital Partners
Pennsylvania
$2.2M +$2.2M +78,467 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.93M -$22.2K -792 -1%
MPW
16
Magnolia Private Wealth
Pennsylvania
$1.9M +$1.9M +67,684 New
Jane Street
17
Jane Street
New York
$1.7M +$1.7M +60,623 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$1.52M -$13.1K -467 -0.9%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.51M +$1.51M +53,641 New
LA
20
Latitude Advisors
Florida
$1.43M +$12.7K +453 +0.9%
CL
21
CSS LLC
Illinois
$1.32M +$115K +4,100 +10%
KP
22
Kitching Partners
Pennsylvania
$1.21M +$31.8K +1,133 +3%
VWA
23
Visionary Wealth Advisors
Illinois
$1.15M +$29.1K +1,035 +3%
FA
24
Fermata Advisors
California
$1.07M +$85.7K +3,054 +9%
ACM
25
Andina Capital Management
Utah
$1.04M -$66.9K -2,383 -6%

KMLM Hedge Fund Activity: Q4 2024 in Review

57 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) for Q4 2024, worth a combined $88.9M — down 8.7% from $97.3M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KMLM positions and 10 closed out — a net gain of 7 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.7M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $13.3M.

  • 57 institutional investors held KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) as of Q4 2024, up from 53 in Q3 2024.
  • Funds reported $88.9M of KFA Mount Lucas Managed Futures Index Strategy ETF stock for Q4 2024, down 8.7% quarter-over-quarter.
  • 17 funds opened new KFA Mount Lucas Managed Futures Index Strategy ETF positions in Q4 2024 and 10 closed out, a net change of +7 holders.
  • The largest KFA Mount Lucas Managed Futures Index Strategy ETF buyer in Q4 2024 was Jane Street, an estimated $1.7M added.
  • The largest KFA Mount Lucas Managed Futures Index Strategy ETF seller in Q4 2024 was Carson Wealth (CWM LLC), an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2024.