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abrdn Bloomberg All Commodity Strategy K-1 Free ETF

108 hedge funds and large institutions have $616M invested in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.79% more ownership

Funds ownership: 69.48%75.27% (+5.8%)

8% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 40

2% more capital invested

Capital invested by funds: $604M → $616M (+$11.7M)

13% less funds holding

Funds holding: 124108 (-16)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

Holders
108
Holders Change
-16
Holders Change %
-12.9%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
43
Reduced
40
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Avaii Wealth Management
Wisconsin
$622K +$47.3K +2,247 +8%
BSWM
52
Boston Standard Wealth Management
Massachusetts
$618K
MW
53
MBL Wealth
North Carolina
$602K -$330K -15,668 -35%
RIG
54
Ramiah Investment Group
Wisconsin
$599K +$607K +28,837 New
CFA
55
Cahill Financial Advisors
Minnesota
$591K +$91.6K +4,357 +18%
HCM
56
Hollencrest Capital Management
California
$590K +$3.01K +143 +0.5%
WCFA
57
Walkner Condon Financial Advisors
Wisconsin
$554K -$43.9K -2,085 -7%
BFM
58
Broadview Financial Management
Wisconsin
$518K -$14.7K -697 -3%
ST
59
Spinnaker Trust
Maine
$497K -$146K -6,922 -22%
AWM
60
AE Wealth Management
Kansas
$493K +$499K +23,743 New
VIA
61
Vident Investment Advisory
Georgia
$469K -$24.8K -1,180 -5%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$465K -$5.57K -265 -1%
PWM
63
Perigon Wealth Management
California
$443K +$58.2K +2,767 +15%
AAS
64
Avantax Advisory Services
Texas
$406K -$22.1K -1,051 -5%
PCA
65
Prosperity Capital Advisors
Ohio
$378K +$67.5K +3,209 +21%
Invesco
66
Invesco
Georgia
$372K +$23.8K +1,130 +7%
CL
67
COWA LLC
Oklahoma
$371K -$19.6K -933 -5%
CB
68
Community Bank
New York
$367K +$28.2K +1,340 +8%
DADC
69
D.A. Davidson & Co
Montana
$361K +$4.42K +210 +1%
IWA
70
IVC Wealth Advisors
Pennsylvania
$273K -$125K -5,934 -31%
GRP
71
Global Retirement Partners
California
$250K +$251K +11,953 +2,209%
SPC
72
Sigma Planning Corp
Michigan
$238K -$778 -37 -0.3%
FIM
73
Freedom Investment Management
Connecticut
$235K -$42.3K -2,011 -15%
IWM
74
IHT Wealth Management
Illinois
$234K -$121K -5,765 -34%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$230K -$325K -15,428 -58%

BCI Hedge Fund Activity: Q1 2023 in Review

108 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) for Q1 2023, worth a combined $616M — up 1.9% from $604M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of BCI and 11 opened new positions — a net loss of 12 holders — while 40 trimmed existing stakes and 43 added.

The largest buyer was Wells Fargo, adding an estimated $62.3M. The largest seller was Blue Trust Inc, cutting an estimated $15.5M.

  • 108 institutional investors held abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) as of Q1 2023, down from 124 in Q4 2022.
  • Funds reported $616M of abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock for Q1 2023, up 1.9% quarter-over-quarter.
  • 11 funds opened new abrdn Bloomberg All Commodity Strategy K-1 Free ETF positions in Q1 2023 and 23 closed out, a net change of -12 holders.
  • The largest abrdn Bloomberg All Commodity Strategy K-1 Free ETF buyer in Q1 2023 was Wells Fargo, an estimated $62.3M added.
  • The largest abrdn Bloomberg All Commodity Strategy K-1 Free ETF seller in Q1 2023 was Blue Trust Inc, an estimated $15.5M sold.

Based on aggregated 13F filings for Q1 2023.