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

60 hedge funds and large institutions have $104M invested in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

5% more funds holding

Funds holding: 5760 (+3)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

1.3% less ownership

Funds ownership: 41.98%40.68% (-1.3%)

9% less capital invested

Capital invested by funds: $114M → $104M (-$9.79M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
19
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Sowell Financial Services
Arkansas
$427K +$25.3K +780 +6%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$401K -$517K -15,948 -56%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$396K -$12.2K -378 -3%
HI
29
Harbour Investments
Wisconsin
$391K -$700K -21,613 -64%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$391K +$107K +3,300 +37%
SPWM
31
Schrum Private Wealth Management
Florida
$289K -$13.5K -417 -4%
SWM
32
Spire Wealth Management
Virginia
$289K -$13.5K -417 -4%
GC
33
Gilbert & Cook
Iowa
$283K +$287K +8,860 New
CTFG
34
Capstone Triton Financial Group
Oklahoma
$281K +$285K +8,794 New
BRWA
35
B. Riley Wealth Advisors
Florida
$276K +$14.6K +451 +5%
CAAS
36
Capital Asset Advisory Services
Michigan
$262K -$9.11K -281 -3%
CA
37
CoreCap Advisors
Michigan
$229K +$232K +7,168 New
CW
38
CreativeOne Wealth
Kansas
$225K -$98K -3,023 -30%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$129K +$38.8K +1,198 +42%
Wells Fargo
40
Wells Fargo
California
$82K +$32 +1 +0%
TF
41
TimeScale Financial
Massachusetts
$74.6K
UBS Group
42
UBS Group
Switzerland
$61.9K -$61.7K -1,904 -50%
CAL
43
Capital Analysts LLC
Pennsylvania
$52K +$52.3K +1,615 New
LFG
44
Larson Financial Group
Missouri
$50.9K +$51.7K +1,596 New
BFEC
45
Benjamin F. Edwards & Company
Missouri
$42K -$6.32K -195 -13%
AWM
46
Avior Wealth Management
Nebraska
$32.3K
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$17.7K
FHA
48
First Horizon Advisors
Tennessee
$12.6K
PA
49
Parallel Advisors
California
$9.41K -$13.2K -406 -58%
ANBT
50
American National Bank & Trust
Texas
$8.13K +$8.26K +255 New

BCD Hedge Fund Activity: Q2 2023 in Review

60 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) for Q2 2023, worth a combined $104M — down 8.6% from $114M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BCD positions and 11 closed out — a net gain of 3 holders — while 19 added to existing stakes and 19 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $3.36M. The largest seller was Adamsbrown Wealth Consultants, cutting an estimated $5.8M.

  • 60 institutional investors held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) as of Q2 2023, up from 57 in Q1 2023.
  • Funds reported $104M of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF stock for Q2 2023, down 8.6% quarter-over-quarter.
  • 14 funds opened new abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF positions in Q2 2023 and 11 closed out, a net change of +3 holders.
  • The largest abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF buyer in Q2 2023 was Bank of Montreal, an estimated $3.36M added.
  • The largest abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF seller in Q2 2023 was Adamsbrown Wealth Consultants, an estimated $5.8M sold.

Based on aggregated 13F filings for Q2 2023.