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KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) Institutional Ownership

KFA Mount Lucas Managed Futures Index Strategy ETF logo
$27.49 -0.40 (-1.43%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for KFA Mount Lucas Managed Futures Index Strategy ETF (NYSEARCA:KMLM)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$1.72M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$7.31M
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KMLM Institutional Buying and Selling by Quarter

KFA Mount Lucas Managed Futures Index Strategy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024Integrated Wealth Concepts LLC8,007$234K0.0%-5.5%0.088%
11/14/2024Captrust Financial Advisors127,752$3.73M0.0%+6.3%1.404%
10/29/2024Nvwm LLC19,060$557K0.1%+5.9%0.209%
10/29/2024Farther Finance Advisors LLC2,000$58K0.0%N/A0.022%
10/16/2024Longview Financial Advisors Inc.97,750$2.82M2.6%-7.7%1.074%
10/11/2024 ORG Partners LLC13,602$398K0.1%-61.3%0.149%
7/16/2024 ORG Partners LLC35,131$1.03M0.1%N/A0.386%
5/7/2024Nvwm LLC16,965$507K0.1%+4.0%0.186%
2/8/2024First Heartland Consultants Inc.143,451$4.13M0.5%-60.8%1.688%
2/8/2024Nvwm LLC16,305$470K0.1%+339.3%0.192%
1/29/2024 ORG Partners LLC35,689$1.03M0.2%-1.6%0.420%
11/13/2023Cary Street Partners Investment Advisory LLC8,792$286K0.0%+339.6%0.103%
11/9/2023First Heartland Consultants Inc.365,933$11.92M1.5%+0.5%4.305%
11/3/2023 ORG Partners LLC36,272$1.18M0.5%-38.1%0.427%
10/30/2023Nvwm LLC3,712$121K0.0%+79.8%0.044%
8/10/2023Cary Street Partners Investment Advisory LLC2,000$61K0.0%N/A0.024%
7/26/2023First Heartland Consultants Inc.364,006$11.09M1.4%+72.5%4.136%
7/17/2023 Wealthcare Advisory Partners LLC246,805$7.52M0.3%+15.5%2.805%
6/1/2023 ORG Partners LLC59,971$1.77M0.4%N/A0.681%
5/8/2023Cumberland Partners Ltd18,052$532K0.1%+17.0%0.205%
5/8/2023WealthShield Partners LLC52,329$1.54M0.2%+2.0%0.595%
5/8/2023Steel Peak Wealth Management LLC16,675$492K0.0%N/A0.189%
5/8/2023ProVise Management Group LLC14,120$416K0.0%-13.1%0.160%
4/17/2023WFA of San Diego LLC20,360$600K0.6%+322.1%0.242%
4/17/2023First Heartland Consultants Inc.211,042$6.22M0.9%N/A2.512%
4/13/2023 Fermata Advisors LLC8,184$241K0.1%-83.2%0.097%
4/12/2023 Worth Asset Management LLC1,360$40K0.0%-41.4%0.016%
2/10/2023CoreCap Advisors LLC35,393$1.08M0.1%-1.8%0.421%
1/31/2023WFA of San Diego LLC4,823$147K0.1%N/A0.057%
1/31/2023Naviter Wealth LLC86,667$2.52M0.7%N/A1.032%
11/15/2022Mainstay Capital Management LLC ADV48,554$1.86M0.5%N/A0.517%
11/15/2022Palladiem LLC161,315$6.19M6.5%N/A1.716%
11/15/2022 Fermata Advisors LLC185,247$7.11M2.3%+39.4%2.036%
11/14/2022Laurel Wealth Advisors Inc.21,936$841K0.1%+126.1%0.241%
11/14/2022MML Investors Services LLC39,907$1.53M0.0%N/A0.439%
11/14/2022Quantitative Advantage LLC139,885$5.37M0.9%N/A1.537%
11/10/2022Envestnet Asset Management Inc.92,178$3.54M0.0%+29.9%1.013%
11/10/2022Sigma Planning Corp5,537$212K0.0%N/A0.061%
11/4/2022WealthShield Partners LLC45,805$1.76M0.3%+16.2%0.503%
11/1/2022Kestra Advisory Services LLC18,828$722K0.0%N/A0.219%
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11/1/2022Hartline Investment Corp5,871$225K0.2%N/A0.068%
11/1/2022Arlington Capital Management Inc.55,314$2.12M5.2%N/A0.659%
10/27/2022Money Concepts Capital Corp1,108,364$42.52M2.5%+9.2%13.855%
10/25/2022Raymond James & Associates12,801$491K0.0%-2.7%0.173%
10/21/2022Stegent Equity Advisors Inc.75,036$2.88M4.3%-8.9%1.014%
10/18/2022Bull Oak Capital LLC290,344$11.14M10.9%N/A3.924%
10/14/2022PFG Advisors7,437$285K0.0%N/A0.101%
8/15/2022Laurel Wealth Advisors Inc.9,704$338K0.0%N/A0.194%
8/11/2022WealthShield Partners LLC39,433$1.37M0.3%N/A0.789%
8/11/2022Atria Investments LLC37,402$1.30M0.0%N/A0.748%
8/9/2022 Fermata Advisors LLC132,910$4.63M1.6%N/A2.658%
8/3/2022Envestnet Asset Management Inc.70,971$2.47M0.0%N/A1.419%
7/28/2022WFA of San Diego LLC1,020$36K0.0%N/A0.021%
7/18/2022Money Concepts Capital Corp1,015,249$35.58M3.2%N/A20.719%
7/15/2022Pinnacle Private Wealth LLC17,202$599K0.2%N/A0.351%
7/8/2022 Worth Asset Management LLC2,420$84K0.1%N/A0.064%
8/11/2021Susquehanna International Group LLP19,955$581K0.0%-33.9%1.900%
8/10/2021Moors & Cabot Inc.9,200$269K0.0%+15.0%0.876%
5/12/2021Moors & Cabot Inc.8,000$220K0.0%N/A0.762%
(Data available from 1/1/2016 forward)

KMLM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KMLM shares?

During the previous two years, 18 institutional investors and hedge funds held shares of KFA Mount Lucas Managed Futures Index Strategy ETF. The most heavily invested institutionals were Wealthcare Advisory Partners LLC ($7.52M), First Heartland Consultants Inc. ($4.13M), Captrust Financial Advisors ($3.73M), Longview Financial Advisors Inc. ($2.82M), Naviter Wealth LLC ($2.52M), WealthShield Partners LLC ($1.54M), and CoreCap Advisors LLC ($1.08M).Learn more on KMLM's institutional investors.

Which institutional investors have been buying KFA Mount Lucas Managed Futures Index Strategy ETF stock?

Of the 12 institutional investors that purchased KFA Mount Lucas Managed Futures Index Strategy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Heartland Consultants Inc. ($365.93K), ORG Partners LLC ($95.10K), Naviter Wealth LLC ($86.67K), Wealthcare Advisory Partners LLC ($33.11K), WFA of San Diego LLC ($20.36K), Steel Peak Wealth Management LLC ($16.68K), and Nvwm LLC ($15.96K).

How much institutional buying is happening at KFA Mount Lucas Managed Futures Index Strategy ETF?

Institutional investors have bought a total of 655,879 shares in the last 24 months. This purchase volume represents approximately $19.63M in transactions.

Which KFA Mount Lucas Managed Futures Index Strategy ETF major shareholders have been selling company stock?

The following institutional investors have sold KFA Mount Lucas Managed Futures Index Strategy ETF stock in the last 24 months: First Heartland Consultants Inc. ($222.48K), ORG Partners LLC ($44.45K), Fermata Advisors LLC ($40.57K), Longview Financial Advisors Inc. ($8.16K), ProVise Management Group LLC ($2.12K), Worth Asset Management LLC ($960.00), and CoreCap Advisors LLC ($638.00).

How much institutional selling is happening at KFA Mount Lucas Managed Futures Index Strategy ETF?

Institutional investors have sold a total of 319,846 shares in the last 24 months. This volume of shares sold represents approximately $9.34M in transactions.


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This page (NYSEARCA:KMLM) was last updated on 1/21/2025 by MarketBeat.com Staff
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