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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
GLA
1
Great Lakes Advisors
Illinois
$35.3M -$350K -10,776 -0.9%
FLPIM
2
F.L. Putnam Investment Management
Massachusetts
$10.5M +$11.2M +344,791 New
AA
3
Aire Advisors
California
$6.57M -$230K -7,093 -3%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.75M -$757K -23,317 -11%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.25M +$262K +8,075 +5%
IFG
6
Independent Financial Group
California
$5.13M -$40.6K -1,252 -0.7%
LPL Financial
7
LPL Financial
California
$5.11M +$155K +4,761 +3%
Jane Street
8
Jane Street
New York
$2.75M -$885K -27,279 -23%
MML Investors Services
9
MML Investors Services
Massachusetts
$2.49M +$208K +6,422 +9%
AIP
10
Ameritas Investment Partners
Nebraska
$2.42M +$144K +4,448 +6%
AWM
11
AE Wealth Management
Kansas
$2.24M +$325K +10,026 +16%
SRA
12
Secured Retirement Advisors
Minnesota
$2.06M +$2.19M +67,453 New
CAN
13
Cetera Advisor Networks
California
$1.74M +$5.71K +176 +0.3%
KA
14
Kure Advisory
Minnesota
$1.68M -$3.93K -121 -0.2%
PAG
15
Private Advisor Group
New Jersey
$1.68M +$1.78M +54,874 New
IFS
16
Ifrah Financial Services
Arkansas
$1.62M +$43.8K +1,351 +3%
ACM
17
Andina Capital Management
Utah
$1.45M +$1.53M +47,244 New
MFA
18
Millington Financial Advisors
Illinois
$1.35M -$327K -10,081 -19%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.19M -$493K -15,198 -28%
MCM
20
Mengis Capital Management
Oregon
$1.01M -$37.3K -1,148 -3%
FTUS
21
Flow Traders U.S.
New York
$1M +$604K +18,613 +131%
VI
22
VanderPol Investments
Michigan
$943K +$1M +30,833 New
RF
23
RHS Financial
California
$711K +$146K +4,504 +24%
FIM
24
Freedom Investment Management
Connecticut
$510K -$272K -8,371 -33%
Stifel Financial
25
Stifel Financial
Missouri
$501K +$55.4K +1,707 +12%

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.