We are live on ! Find out more
BCD icon

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

64 hedge funds and large institutions have $107M invested in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.95% more ownership

Funds ownership: 41.22%51.17% (+10%)

1% more capital invested

Capital invested by funds: $106M → $107M (+$1.56M)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

3% less funds holding

Funds holding: 6664 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
20
Reduced
22
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
26
OneAscent Wealth Management
Alabama
$484K -$2.82K -87 -0.5%
SSWM
27
Sheets Smith Wealth Management
North Carolina
$465K +$493K +15,200 New
KPWS
28
Kestra Private Wealth Services
Texas
$451K +$17.2K +529 +4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$400K +$14.2K +438 +3%
CA
30
CoreCap Advisors
Michigan
$385K +$104K +3,211 +34%
AWM
31
Accel Wealth Management
Iowa
$372K -$457K -14,086 -54%
VFG
32
Valley Financial Group
Pennsylvania
$305K +$323K +9,955 New
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$303K -$76.3K -2,350 -19%
GC
34
Gilbert & Cook
Iowa
$276K +$5.36K +165 +2%
AWC
35
Adamsbrown Wealth Consultants
Kansas
$264K -$110K -3,396 -28%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$263K -$18.8K -579 -6%
CTFG
37
Capstone Triton Financial Group
Oklahoma
$261K -$20.4K -630 -7%
Citadel Advisors
38
Citadel Advisors
Florida
$252K +$268K +8,253 New
SPWM
39
Schrum Private Wealth Management
Florida
$252K -$14.2K -436 -5%
SWM
40
Spire Wealth Management
Virginia
$249K -$13.1K -403 -5%
HI
41
Harbour Investments
Wisconsin
$236K -$56.5K -1,740 -18%
AAS
42
Ameritas Advisory Services
Nebraska
$229K -$37.9K -1,167 -13%
AAS
43
Avantax Advisory Services
Texas
$223K +$33K +1,017 +16%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$210K -$651K -20,052 -75%
Loomis, Sayles & Company
45
Loomis, Sayles & Company
Massachusetts
$71K -$5.22K -161 -6%
BGAI
46
Bruce G. Allen Investments
Colorado
$32.8K +$34.8K +1,071 New
ANBT
47
American National Bank & Trust
Texas
$31.5K +$24.4K +751 +268%
AWM
48
Avior Wealth Management
Nebraska
$30.9K
UBS Group
49
UBS Group
Switzerland
$30.7K +$30.3K +935 +1,396%
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$16.9K

BCD Hedge Fund Activity: Q4 2023 in Review

64 of the 6,859 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 2023, worth a combined $107M — up 1.5% from $106M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BCD and 13 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 20 added.

The largest buyer was F.L. Putnam Investment Management, opening a new position worth an estimated $11.2M. The largest seller was Retirement Guys Formula, exiting entirely with an estimated $2.31M sold.

  • 64 institutional investors held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) as of Q4 2023, down from 66 in Q3 2023.
  • Funds reported $107M of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF stock for Q4 2023, up 1.5% quarter-over-quarter.
  • 13 funds opened new abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF positions in Q4 2023 and 15 closed out, a net change of -2 holders.
  • The largest abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF buyer in Q4 2023 was F.L. Putnam Investment Management, an estimated $11.2M added.
  • The largest abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF seller in Q4 2023 was Retirement Guys Formula, an estimated $2.31M sold.

Based on aggregated 13F filings for Q4 2023.