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

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: 4959 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Affinity Wealth Management
Delaware
$27.7M -$867K -24,260 -3%
PWM
2
Perigon Wealth Management
California
$7.9M +$8.16M +228,293 New
AA
3
Aire Advisors
California
$6.91M +$1.17M +32,877 +20%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.73M -$117K -3,277 -2%
AWC
5
Adamsbrown Wealth Consultants
Kansas
$6.3M +$1.26M +35,211 +24%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$6.2M +$562K +15,734 +10%
IFG
7
Independent Financial Group
California
$5.01M +$439K +12,281 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.89M +$2.45M +68,418 +155%
AWM
9
Accel Wealth Management
Iowa
$2.8M +$221K +6,185 +8%
LPL Financial
10
LPL Financial
California
$2.79M -$2.58M -72,311 -47%
TC
11
TownSquare Capital
Utah
$2.74M +$283K +7,925 +11%
FLPIM
12
F.L. Putnam Investment Management
Massachusetts
$2.64M -$304K -8,502 -10%
OL
13
Owen LaRue
Kentucky
$2.48M +$2.65M +74,243 New
MML Investors Services
14
MML Investors Services
Massachusetts
$2.22M +$2.3M +64,245 New
MFA
15
Millington Financial Advisors
Illinois
$2.1M +$2.17M +60,778 New
AIP
16
Ameritas Investment Partners
Nebraska
$2M +$271K +7,580 +15%
GLA
17
Great Lakes Advisors
Illinois
$1.75M +$194K +5,423 +12%
IFS
18
Ifrah Financial Services
Arkansas
$1.74M -$28.7K -802 -2%
SFS
19
Sowell Financial Services
Arkansas
$1.31M +$1.36M +38,017 New
KAS
20
Kestra Advisory Services
Texas
$1.21M +$879K +24,588 +239%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.06M -$265K -7,413 -19%
HI
22
Harbour Investments
Wisconsin
$1.05M +$840K +23,499 +336%
FIM
23
Freedom Investment Management
Connecticut
$990K -$21.6K -605 -2%
MCM
24
Mengis Capital Management
Oregon
$973K +$51.4K +1,437 +5%
HAS
25
HBW Advisory Services
California
$764K +$70.8K +1,980 +10%

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.