KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM

$29.45

0.54%

Market Cap: $373M

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

2% more funds holding

Funds holding: 53 [Q1] → 54 (+1) [Q2]

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

2% more capital invested

Capital invested by funds: $83.6M [Q1] → $85.6M (+$2M) [Q2]

1.03% less ownership

Funds ownership: 31.59% [Q1] → 30.56% (-1.03%) [Q2]

50% less funds holding in top 10

Funds holding in top 10: 2 [Q1] → 1 (-1) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for KMLM.

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Financial journalist opinion

Undercovered Dozen ETF Edition: China, Bitcoin, Cybersecurity, Motley Fool +

This ETF Edition highlights 12 less covered exchange-traded fund ideas on Seeking Alpha from June 1st - July 15th. ETFs in our first edition include Saba Closed-End Funds, iShares 20+ Year Treasury Bond BuyWrite Strategy, Global X Russell 2000 Covered Call, Invesco S&P 500 GARP, and more. Managed futures are in focus with one ETF idea where the author writes they "offer potential for maximizing income, boosting returns, and reducing volatility in a portfolio".

Undercovered Dozen ETF Edition: China, Bitcoin, Cybersecurity, Motley Fool +

KMLM: 5 Reasons You Might Want To Buy This 8.2% Yielding ETF

KFA Mount Lucas Index Strategy ETF is an 8.2% yielding ETF that pays out 100% of profits yearly as cash dividends (historical yield since 1988). Diversification with non-correlated assets, like managed futures, can generate "free alpha" and improve portfolio returns while significantly reducing portfolio volatility. KMLM has doubled its industry returns since 1988, thanks to its focus on 100% rules-based trend following, the most effective investing strategy of the last 800 years.

KMLM: 5 Reasons You Might Want To Buy This 8.2% Yielding ETF

2 Great ETFs For A 'Hot Landing' Economy

A hot inflation report has sent bond yields soaring as the bond market prices out yet another Fed rate cut. The market is now priced for the first cut in September and just three in the next year. The US economy is still accelerating, with GDP growth estimates being raised for Q1 and Q2.

2 Great ETFs For A 'Hot Landing' Economy

Building A 4% Yielding Sleep Well At Night Retirement Portfolio With 16 Blue-Chip Stocks And ETFs

Building the right portfolio for your needs is essential to achieving your goals. With a great portfolio strategy, you can become confident in achieving your dreams. This article highlights the ZEUS portfolio strategy, which focuses on a time-tested, recession-optimized asset allocation that delivers the best total returns per unit of negative volatility. 33% ETFs, 33% hedges, and 33% individual stocks enhance a diversified and balanced mix of growth, yield, and value and are wrapped within the highest quality company wrappers.

Building A 4% Yielding Sleep Well At Night Retirement Portfolio With 16 Blue-Chip Stocks And ETFs

Zacks Investment Research

5 Low-Risk ETFs to Play Now as Inflation Ticks Up

After a sturdy run so far this year, Wall Street started to waver in mid-March, following the release of hot U.S. inflation data and the rise in bond yields.

5 Low-Risk ETFs to Play Now as Inflation Ticks Up

KMLM: A Good Managed Futures Option For Diversification

KMLM: A Good Managed Futures Option For Diversification

KMLM: A Good Managed Futures Option For Diversification

Why Managed Futures Are Well Positioned in 2024

This year continues to follow in the footsteps of 2023, marked by increased investor optimism but ongoing uncertainty. For now, much remains unknown, and a higher January inflation print only proves the challenges that still lie ahead.

Why Managed Futures Are Well Positioned in 2024

Managed Futures ETF KMLM Hits 3-Year Mark

Once again, it's time to take a closer look at an ETF hitting its three-year milestone. Traditionally, that marks the moment when an ETF receives new attention and access to certain brokers.

Managed Futures ETF KMLM Hits 3-Year Mark

KMLM: December Futures Rolled Out, Analyzing The Changes

KMLM is an ETF that follows a systematic trend-following, volatility-weighted futures strategy in commodities, currencies, and fixed income. The ETF has made changes in its exposures and positions this month, including reducing short exposure to currencies by 25% and raising net commodity exposure to 9%. KMLM is still fully short bonds despite the Fed, ECB, and BOE all hinting at or calling out "peak rates."

KMLM: December Futures Rolled Out, Analyzing The Changes

Don't Forget Managed Futures When Looking to Alternatives

Market volatility and ongoing investor uncertainty were hallmarks for much of the year. In an environment of elevated inflation and interest rates, advisors and investors increasingly turned to alternatives to diversify their portfolios.

Don't Forget Managed Futures When Looking to Alternatives

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