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KFA Mount Lucas Managed Futures Index Strategy ETF

50 hedge funds and large institutions have $99.7M invested in KFA Mount Lucas Managed Futures Index Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $55M → $99.7M (+$44.7M)

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

9% more funds holding

Funds holding: 4650 (+4)

4.34% more ownership

Funds ownership: 32.6%36.94% (+4.3%)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.62%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
18
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1
Potomac Fund Management
Florida
$28.1M +$26.8M +995,402 New
TBC
2
Ted Buchan & Co
California
$8.67M +$770K +28,547 +10%
Raymond James Financial
3
Raymond James Financial
Florida
$7.24M +$1.24M +45,875 +22%
AIG
4
Abbington Investment Group
Connecticut
$6.88M +$1.44M +53,478 +28%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.63M +$1.73M +64,300 +64%
MNA
6
Manning & Napier Advisors
New York
$4.52M +$2.23M +82,745 +107%
LFA
7
Longview Financial Advisors
Alabama
$3.8M +$205K +7,592 +6%
SFSG
8
Sound Financial Strategies Group
Mississippi
$3.19M +$908K +33,678 +42%
IIM
9
Illumine Investment Management
Washington
$3.09M +$7.14K +265 +0.2%
GM
10
GeoWealth Management
Illinois
$2.63M +$2.52M +93,321 New
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$2.55M +$145K +5,369 +6%
LA
12
Latitude Advisors
Florida
$2.24M +$14.3K +529 +0.7%
CL
13
CSS LLC
Illinois
$2.2M
KA
14
Kovack Advisors
Florida
$2.02M +$1.93M +71,419 New
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$1.95M +$60.9K +2,259 +3%
LWM
16
Lifetime Wealth Management
Texas
$1.29M +$75.6K +2,803 +7%
NL
17
NVWM LLC
Pennsylvania
$1.18M -$463K -17,187 -29%
OWP
18
ORG Wealth Partners
Texas
$1.15M +$273K +10,139 +33%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.09M +$567K +21,025 +120%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.07M +$499K +18,516 +95%
MPW
21
Magnolia Private Wealth
Pennsylvania
$1.04M +$1.31M +48,454 +134%
GSEP
22
Golden State Equity Partners
California
$976K +$933K +34,595 New
FS
23
Ferguson Shapiro
Georgia
$859K +$821K +30,450 New
FA
24
Fermata Advisors
California
$827K +$57.2K +2,120 +8%
ACM
25
Andina Capital Management
Utah
$824K -$178K -6,615 -18%