KHPI — KENSINGTON HEDGED PRM IN ETF
As of Q2 2026, 4 SEC-registered investment managers reported holding KHPI (KENSINGTON HEDGED PRM IN ETF) in their latest 13F filings, with a combined reported value of $3.19M across 123.56K shares. That is +215.6% by share count (+84.41K shares) versus the previous quarter, while reported value moved +236.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 77.01K | $1.99M | 0.00% | New |
| BNY Mellon history | 38.84K | $1.00M | 0.00% | Add |
| Morgan Stanley history | 4.99K | $128.76K | 0.00% | Hold |
| Wells Fargo & Co history | 2.73K | $70.39K | 0.00% | New |
Q1 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BNY Mellon history | 34.17K | $827.19K | 0.00% | Add |
| Morgan Stanley history | 4.99K | $120.73K | 0.00% | Hold |
Q4 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BNY Mellon history | 29.25K | $750.50K | 0.00% | Add |
| Morgan Stanley history | 4.99K | $127.97K | 0.00% | Add |
Q3 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BNY Mellon history | 28.47K | $726.86K | 0.00% | Add |
| AQR Capital Management history | 10.35K | $264.15K | 0.00% | Reduce |
| Morgan Stanley history | 3.73K | $95.12K | 0.00% | Add |
Q2 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BNY Mellon history | 25.42K | $642.54K | 0.00% | Add |
| AQR Capital Management history | 13.05K | $330.04K | 0.00% | New |
| Morgan Stanley history | 62 | $1.57K | 0.00% | Hold |
Q1 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BNY Mellon history | 24.00K | $575.04K | 0.00% | Reduce |
| UBS Group AG history | 66 | $1.58K | 0.00% | Reduce |
| Morgan Stanley history | 62 | $1.49K | 0.00% | New |
| JPMorgan Chase & Co history | 24 | $581 | 0.00% | New |
New Positions (Q2 2026)
- Goldman Sachs Group 77.01K sh · $1.99M
- Wells Fargo & Co 2.73K sh · $70.39K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | 77.01K | — | — | — | — | — | — | — |
| BNY Mellon | 38.84K | 34.17K | 29.25K | 28.47K | 25.42K | 24.00K | 25.52K | — |
| Morgan Stanley | 4.99K | 4.99K | 4.99K | 3.73K | 62 | 62 | — | — |
| Wells Fargo & Co | 2.73K | — | — | — | — | — | — | — |
| AQR Capital Management | — | — | — | 10.35K | 13.05K | — | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | 24 | — | 1.39K |
| UBS Group AG | — | — | — | — | — | 66 | 92 | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details