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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
GLA
1
Great Lakes Advisors
Illinois
$31.2M +$29.8M +889,698 +1,763%
LPL Financial
2
LPL Financial
California
$9.36M +$6.75M +201,719 +250%
AA
3
Aire Advisors
California
$7.81M +$1.23M +36,842 +19%
PWM
4
Perigon Wealth Management
California
$7.16M -$408K -12,200 -5%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.82M +$896K +26,749 +15%
AWC
6
Adamsbrown Wealth Consultants
Kansas
$6.54M +$502K +14,987 +8%
IFG
7
Independent Financial Group
California
$5.68M +$888K +26,525 +18%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.51M -$948K -28,321 -15%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.81M +$80.4K +2,402 +2%
FLPIM
10
F.L. Putnam Investment Management
Massachusetts
$3.07M +$544K +16,240 +21%
AWM
11
Accel Wealth Management
Iowa
$2.81M +$128K +3,825 +5%
OL
12
Owen LaRue
Kentucky
$2.48M
AIP
13
Ameritas Investment Partners
Nebraska
$2.32M +$411K +12,274 +21%
AWM
14
AE Wealth Management
Kansas
$1.99M +$2.01M +60,118 New
MFA
15
Millington Financial Advisors
Illinois
$1.98M -$36.1K -1,077 -2%
IFS
16
Ifrah Financial Services
Arkansas
$1.64M -$20.8K -620 -1%
KPWS
17
Kestra Private Wealth Services
Texas
$1.5M +$1.52M +45,383 New
HI
18
Harbour Investments
Wisconsin
$1.12M +$114K +3,393 +11%
MCM
19
Mengis Capital Management
Oregon
$1.02M +$91.8K +2,743 +10%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$945K -$75.1K -2,244 -7%
FIM
21
Freedom Investment Management
Connecticut
$890K -$58.6K -1,750 -6%
HAS
22
HBW Advisory Services
California
$757K +$25.4K +759 +3%
AAS
23
Ameritas Advisory Services
Nebraska
$676K +$71K +2,120 +12%
Jane Street
24
Jane Street
New York
$578K +$74K +2,209 +14%
CAN
25
Cetera Advisor Networks
California
$577K +$154K +4,614 +36%

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.