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abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD

59 hedge funds and large institutions have $109M invested in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

20% more funds holding

Funds holding: 49 → 59 (+10)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

10% more capital invested

Capital invested by funds: $99.6M → $109M (+$9.61M)

2.88% more ownership

Funds ownership: 36.84% → 39.72% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
59
Holders Change
+10
Holders Change %
+20.41%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
20
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PWM
Perigon Wealth Management
California
+$8.16M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.45M
3
MML Investors Services
MML Investors Services
Massachusetts
+$2.3M
4
SFS
Sowell Financial Services
Arkansas
+$1.36M
5
AWC
Adamsbrown Wealth Consultants
Kansas
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.72M
2
FA
Fermata Advisors
California
-$3.68M
3
LPL Financial
LPL Financial
California
-$2.58M
4
CA
CoreCap Advisors
Michigan
-$2.19M
5
SHJ
Sharkey, Howes & Javer
Colorado
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$628K +$55.9K +1,564 +9%
OWM
27
OneAscent Wealth Management
Alabama
$600K +$620K +17,345 New
Jane Street
28
Jane Street
New York
$527K -$1.28M -35,912 -70%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$483K -$20.5K -574 -4%
SPWM
30
Schrum Private Wealth Management
Florida
$453K -$108K -3,011 -19%
CAN
31
Cetera Advisor Networks
California
$443K +$457K +12,793 New
CW
32
CreativeOne Wealth
Kansas
$440K +$89.7K +2,510 +25%
BRWA
33
B. Riley Wealth Advisors
Florida
$401K +$8.29K +232 +2%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$384K -$96.3K -2,696 -20%
SWM
35
Spire Wealth Management
Virginia
$324K -$108K -3,009 -24%
CA
36
CoreCap Advisors
Michigan
$314K -$2.19M -61,350 -87%
SPC
37
Sigma Planning Corp
Michigan
$304K -$383K -10,707 -55%
CAAS
38
Capital Asset Advisory Services
Michigan
$299K +$308K +8,632 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$291K +$300K +8,404 New
WIP
40
WealthCare Investment Partners
Rhode Island
$284K +$293K +8,210 New
FA
41
Fermata Advisors
California
$250K -$3.68M -102,967 -93%
CA
42
Cetera Advisors
Colorado
$228K -$87.4K -2,446 -27%
FTUS
43
Flow Traders U.S.
New York
$223K -$328K -9,180 -59%
VWA
44
VERITY Wealth Advisors
United States
$212K -$6.5K -182 -3%
Loomis, Sayles & Company
45
Loomis, Sayles & Company
Massachusetts
$193K +$200K +5,590 New
IFA
46
Interactive Financial Advisors
Illinois
$164K +$78.8K +2,206 +87%
UBS Group
47
UBS Group
Switzerland
$156K +$132K +3,683 +442%
TWA
48
Tandem Wealth Advisors
Arizona
$59.3K +$61.3K +1,714 New
ASN
49
Advisory Services Network
Georgia
$45K +$46.5K +1,301 New
Morgan Stanley
50
Morgan Stanley
New York
$42.4K +$43.8K +1,225 New
1
2
3

BCD Hedge Fund Activity: Q4 2022 in Review

59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) for Q4 2022, worth a combined $109M — up 9.7% from $99.6M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BCD positions and 6 closed out — a net gain of 11 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was Perigon Wealth Management, opening a new position worth an estimated $8.16M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.72M sold.

  • 59 institutional investors held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) as of Q4 2022, up from 49 in Q3 2022.
  • Funds reported $109M of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF stock for Q4 2022, up 9.7% quarter-over-quarter.
  • 17 funds opened new abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF positions in Q4 2022 and 6 closed out, a net change of +11 holders.
  • The largest abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF buyer in Q4 2022 was Perigon Wealth Management, an estimated $8.16M added.
  • The largest abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF seller in Q4 2022 was Susquehanna International Group, an estimated $3.72M sold.

Based on aggregated 13F filings for Q4 2022.