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KFA Mount Lucas Managed Futures Index Strategy ETF

49 hedge funds and large institutions have $63.7M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.79% less ownership

Funds ownership: 42.22%33.42% (-8.8%)

9% less funds holding

Funds holding: 5449 (-5)

25% less capital invested

Capital invested by funds: $85.2M → $63.7M (-$21.5M)

30% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 23

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
49
Holders Change
-5
Holders Change %
-9.26%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
6
Increased
16
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
Ancora Advisors
Ohio
$10.2M +$906K +34,411 +10%
TBC
2
Ted Buchan & Co
California
$7M +$317K +12,046 +5%
Raymond James Financial
3
Raymond James Financial
Florida
$4.96M +$508K +19,272 +11%
FTUS
4
Flow Traders U.S.
New York
$3.71M +$3.71M +140,777 New
LFA
5
Longview Financial Advisors
Alabama
$3.15M -$196K -7,426 -6%
IIM
6
Illumine Investment Management
Washington
$2.87M -$4.79K -182 -0.2%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$2.84M -$367K -13,928 -11%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$2.41M -$45.2K -1,717 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.17M +$32K +1,213 +1%
MPW
10
Magnolia Private Wealth
Pennsylvania
$2.08M -$8.22M -312,027 -80%
LA
11
Latitude Advisors
Florida
$1.95M -$228K -8,660 -10%
CL
12
CSS LLC
Illinois
$1.81M +$106K +4,010 +6%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$1.45M +$26K +986 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.39M -$2.18M -82,616 -61%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.36M -$758K -28,773 -36%
KP
16
Kitching Partners
Pennsylvania
$1.1M +$81.7K +3,103 +8%
FA
17
Fermata Advisors
California
$946K -$78.8K -2,992 -8%
WCP
18
Wealthcare Capital Partners
Pennsylvania
$900K +$48.8K +1,854 +6%
ACM
19
Andina Capital Management
Utah
$871K +$21.6K +820 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$851K
PA
21
PFG Advisors
Arizona
$806K +$302K +11,476 +123%
OWP
22
ORG Wealth Partners
Texas
$801K +$59.8K +2,270 +8%
VWA
23
Visionary Wealth Advisors
Illinois
$798K -$290K -11,002 -27%
Jane Street
24
Jane Street
New York
$740K -$685K -26,005 -48%
DAS
25
Dynamic Advisor Solutions
Arizona
$691K +$176K +6,692 +34%

KMLM Hedge Fund Activity: Q2 2025 in Review

49 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) for Q2 2025, worth a combined $63.7M — down 25% from $85.2M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KMLM and 6 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 16 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $3.71M. The largest seller was Magnolia Private Wealth, cutting an estimated $8.22M.

  • 49 institutional investors held KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) as of Q2 2025, down from 54 in Q1 2025.
  • Funds reported $63.7M of KFA Mount Lucas Managed Futures Index Strategy ETF stock for Q2 2025, down 25% quarter-over-quarter.
  • 6 funds opened new KFA Mount Lucas Managed Futures Index Strategy ETF positions in Q2 2025 and 11 closed out, a net change of -5 holders.
  • The largest KFA Mount Lucas Managed Futures Index Strategy ETF buyer in Q2 2025 was Flow Traders U.S., an estimated $3.71M added.
  • The largest KFA Mount Lucas Managed Futures Index Strategy ETF seller in Q2 2025 was Magnolia Private Wealth, an estimated $8.22M sold.

Based on aggregated 13F filings for Q2 2025.