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

66 hedge funds and large institutions have $106M invested in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

10% more funds holding

Funds holding: 6066 (+6)

2% more capital invested

Capital invested by funds: $104M → $106M (+$1.79M)

0.54% more ownership

Funds ownership: 40.68%41.22% (+0.54%)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
18
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
1
Great Lakes Advisors
Illinois
$38.6M +$5.82M +174,753 +18%
AA
2
Aire Advisors
California
$7.34M -$244K -7,327 -3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$6.99M +$115K +3,463 +2%
IFG
4
Independent Financial Group
California
$5.58M -$157K -4,724 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.41M +$168K +5,031 +3%
LPL Financial
6
LPL Financial
California
$5.37M -$26.6K -799 -0.5%
Jane Street
7
Jane Street
New York
$3.87M +$105K +3,165 +3%
MML Investors Services
8
MML Investors Services
Massachusetts
$2.48M +$52.9K +1,589 +2%
AIP
9
Ameritas Investment Partners
Nebraska
$2.47M -$41.8K -1,254 -2%
RGF
10
Retirement Guys Formula
Ohio
$2.31M +$2.33M +69,933 New
AWM
11
AE Wealth Management
Kansas
$2.08M +$2.7K +81 +0.1%
CAN
12
Cetera Advisor Networks
California
$1.88M -$493K -14,807 -21%
KA
13
Kure Advisory
Minnesota
$1.82M +$1.83M +54,995 New
Osaic Holdings
14
Osaic Holdings
Arizona
$1.79M +$803K +24,103 +80%
MFA
15
Millington Financial Advisors
Illinois
$1.79M +$20.1K +604 +1%
IA
16
Inspire Advisors
Idaho
$1.71M +$1.72M +51,679 New
IFS
17
Ifrah Financial Services
Arkansas
$1.7M +$33.3K +1,000 +2%
MCM
18
Mengis Capital Management
Oregon
$1.13M +$36.6K +1,100 +3%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$890K +$896K +26,902 New
AWM
20
Accel Wealth Management
Iowa
$868K -$128K -3,830 -13%
FIM
21
Freedom Investment Management
Connecticut
$829K -$80.1K -2,406 -9%
RF
22
RHS Financial
California
$620K +$624K +18,753 New
OWM
23
OneAscent Wealth Management
Alabama
$526K +$530K +15,907 New
Stifel Financial
24
Stifel Financial
Missouri
$485K +$488K +14,662 New
KPWS
25
Kestra Private Wealth Services
Texas
$471K -$652K -19,583 -58%

BCD Hedge Fund Activity: Q3 2023 in Review

66 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) for Q3 2023, worth a combined $106M — up 1.7% from $104M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BCD positions and 10 closed out — a net gain of 7 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was Great Lakes Advisors, adding an estimated $5.82M. The largest seller was Perigon Wealth Management, cutting an estimated $6.93M.

  • 66 institutional investors held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) as of Q3 2023, up from 60 in Q2 2023.
  • Funds reported $106M of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF stock for Q3 2023, up 1.7% quarter-over-quarter.
  • 17 funds opened new abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF positions in Q3 2023 and 10 closed out, a net change of +7 holders.
  • The largest abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF buyer in Q3 2023 was Great Lakes Advisors, an estimated $5.82M added.
  • The largest abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF seller in Q3 2023 was Perigon Wealth Management, an estimated $6.93M sold.

Based on aggregated 13F filings for Q3 2023.