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KFA Mount Lucas Managed Futures Index Strategy ETF

54 hedge funds and large institutions have $85.2M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
0.73%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
4
Increased
28
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AA
1
Ancora Advisors
Ohio
$9.62M 352,565 +23,987 +7%
Morgan Stanley
2
Morgan Stanley
New York
$8.5M 311,688 +3,293 +1%
TBC
3
Ted Buchan & Co
California
$6.91M 253,382 +18,645 +8%
Raymond James Financial
4
Raymond James Financial
Florida
$4.6M 168,679 +12,975 +8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.69M 135,438 +19,277 +17%
LFA
6
Longview Financial Advisors
Alabama
$3.46M 126,779 +3,152 +3%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$3.32M 121,759 -4,765 -4%
IIM
8
Illumine Investment Management
Washington
$2.98M 109,123 +20,453 +23%
NYLIM
9
New York Life Investment Management
New York
$2.68M 98,098 +866 +0.9%
PCA
10
PMV Capital Advisers
Texas
$2.62M 96,016 +78,315 +442%
MPW
11
Magnolia Private Wealth
Pennsylvania
$2.61M 390,858 +323,174 +477%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$2.53M 92,919 -148,170 -61%
MML Investors Services
13
MML Investors Services
Massachusetts
$2.29M 83,916 -2,504 -3%
LA
14
Latitude Advisors
Florida
$2.25M 82,541 +31,502 +62%
GS
15
GWN Securities
Florida
$2.25M 82,540 +82,540 New
Osaic Holdings
16
Osaic Holdings
Arizona
$2.21M 81,185 +2,062 +3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.19M 80,353 +26,712 +50%
CL
18
CSS LLC
Illinois
$1.76M 64,677 +17,614 +37%
Jane Street
19
Jane Street
New York
$1.47M 54,056 -6,567 -11%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$1.47M 53,985 +39 +0.1%
VWA
21
Visionary Wealth Advisors
Illinois
$1.13M 41,245 +446 +1%
FA
22
Fermata Advisors
California
$1.06M 38,848 +633 +2%
KP
23
Kitching Partners
Pennsylvania
$1.05M 38,545 -4,621 -11%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$880K 32,256 +2,773 +9%
WCP
25
Wealthcare Capital Partners
Pennsylvania
$880K 32,258 -46,209 -59%