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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
PA
51
Parallel Advisors
California
$16.7K
FHA
52
First Horizon Advisors
Tennessee
$13.3K +$130 +4 +0.9%
CAM
53
Creekmur Asset Management
Illinois
$13.1K +$13.9K +428 New
CFD
54
Creative Financial Designs
Indiana
$12.9K
PS
55
Principal Securities
Iowa
$12.8K +$13.5K +417 New
NA
56
NewEdge Advisors
Louisiana
$11.9K +$552 +17 +5%
ASN
57
Advisory Services Network
Georgia
$7.95K +$8.44K +260 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$6K
BFEC
59
Benjamin F. Edwards & Company
Missouri
$5K
SSB
60
Sandy Spring Bank
Maryland
$3.87K
CCA
61
Criterion Capital Advisors
Tennessee
$3.67K +$3.9K +120 New
NRG
62
Nemes Rush Group
Michigan
$979
Morgan Stanley
63
Morgan Stanley
New York
$144 +$97 +3 +300%
NSG
64
Nalls Sherbakoff Group
Tennessee
$92
Wells Fargo
65
Wells Fargo
California
$11 -$32 -1 Closed
RGF
66
Retirement Guys Formula
Ohio
-$2.31M -69,933 Closed
IA
67
Inspire Advisors
Idaho
-$1.71M -51,679 Closed
SFS
68
Sowell Financial Services
Arkansas
-$462K -13,980 Closed
Cohen & Steers
69
Cohen & Steers
New York
-$357K -10,783 Closed
VFA
70
Valeo Financial Advisors
Indiana
-$305K -9,208 Closed
PWM
71
Perigon Wealth Management
California
-$256K -7,725 Closed
AWM
72
Axxcess Wealth Management
California
-$241K -7,299 Closed
CAAS
73
Capital Asset Advisory Services
Michigan
-$239K -7,299 Closed
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
-$167K -4,919 Closed
LFG
75
Larson Financial Group
Missouri
-$52.8K -1,596 Closed

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.