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

57 hedge funds and large institutions have $114M invested in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

2.26% more ownership

Funds ownership: 39.72%41.98% (+2.3%)

4% more capital invested

Capital invested by funds: $109M → $114M (+$4.51M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 5957 (-2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
25
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
26
OneAscent Wealth Management
Alabama
$564K -$11.4K -341 -2%
FTUS
27
Flow Traders U.S.
New York
$450K +$239K +7,141 +111%
WIP
28
WealthCare Investment Partners
Rhode Island
$421K +$150K +4,484 +55%
SFS
29
Sowell Financial Services
Arkansas
$418K -$851K -25,416 -67%
WS
30
Wedbush Securities
California
$348K +$352K +10,500 New
CW
31
CreativeOne Wealth
Kansas
$334K -$88.1K -2,632 -21%
SPWM
32
Schrum Private Wealth Management
Florida
$314K -$122K -3,633 -28%
SWM
33
Spire Wealth Management
Virginia
$314K +$2.98K +89 +0.9%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$297K +$300K +8,968 New
BRWA
35
B. Riley Wealth Advisors
Florida
$272K -$113K -3,368 -29%
CAAS
36
Capital Asset Advisory Services
Michigan
$272K -$14K -418 -5%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$240K +$242K +7,242 New
CA
38
Cetera Advisors
Colorado
$227K +$8.77K +262 +4%
AWM
39
Affinity Wealth Management
Delaware
$203K -$26.6M -795,355 -99%
VWA
40
VERITY Wealth Advisors
United States
$203K
UBS Group
41
UBS Group
Switzerland
$127K -$22.5K -673 -15%
Loomis, Sayles & Company
42
Loomis, Sayles & Company
Massachusetts
$95K -$91.6K -2,737 -49%
Wells Fargo
43
Wells Fargo
California
$85.2K +$86K +2,568 +256,800%
TF
44
TimeScale Financial
Massachusetts
$77.5K +$78.3K +2,340 New
BFEC
45
Benjamin F. Edwards & Company
Missouri
$51K +$10.6K +318 +26%
ASN
46
Advisory Services Network
Georgia
$41.4K -$1.67K -50 -4%
AWM
47
Avior Wealth Management
Nebraska
$33.5K
PA
48
Parallel Advisors
California
$23.3K +$9.88K +295 +73%
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$18.3K
FHA
50
First Horizon Advisors
Tennessee
$13.1K +$770 +23 +6%

BCD Hedge Fund Activity: Q1 2023 in Review

57 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) for Q1 2023, worth a combined $114M — up 4.1% from $109M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BCD and 10 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 25 added.

The largest buyer was Great Lakes Advisors, adding an estimated $29.8M. The largest seller was Affinity Wealth Management, cutting an estimated $26.6M.

  • 57 institutional investors held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) as of Q1 2023, down from 59 in Q4 2022.
  • Funds reported $114M of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF stock for Q1 2023, up 4.1% quarter-over-quarter.
  • 10 funds opened new abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF positions in Q1 2023 and 11 closed out, a net change of -1 holder.
  • The largest abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF buyer in Q1 2023 was Great Lakes Advisors, an estimated $29.8M added.
  • The largest abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF seller in Q1 2023 was Affinity Wealth Management, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2023.