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abrdn Bloomberg All Commodity Strategy K-1 Free ETF

33 hedge funds and large institutions have $327M invested in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more capital invested

Capital invested by funds: $98.7M → $327M (+$228M)

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

52.32% more ownership

Funds ownership: 64.49%116.81% (+52%)

50% more funds holding

Funds holding: 2233 (+11)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
33
Holders Change
+11
Holders Change %
+50%
% of All Funds
0.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
18
Increased
6
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1
DeGreen Capital Management
Arizona
$112M -$265K -11,332 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$77.7M +$84.5M +3,611,638 New
DADC
3
D.A. Davidson & Co
Montana
$63.7M +$68.6M +2,932,242 +9,432%
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$35.5M -$6.72M -287,365 -15%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.62M -$535K -22,878 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.33M +$2.3M +98,430 +34%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$3.62M +$1.12M +47,763 +40%
Morgan Stanley
8
Morgan Stanley
New York
$2.47M -$26K -1,112 -1%
AI
9
Atria Investments
North Carolina
$1.6M +$1.74M +74,425 New
UCFA
10
United Capital Financial Advisors
Texas
$1.32M -$61.4K -2,623 -4%
CFGS
11
Concourse Financial Group Securities
Alabama
$1.3M +$1.42M +60,502 New
FAAS
12
First Allied Advisory Services
California
$1.23M +$1.34M +57,221 New
LIM
13
Leavell Investment Management
Alabama
$1.09M -$287K -12,255 -19%
CA
14
Cornerstone Advisory
Maryland
$993K +$1.08M +46,200 New
ASN
15
Advisory Services Network
Georgia
$980K
BCI
16
Brinker Capital Investments
Pennsylvania
$942K +$1.03M +43,821 New
CM
17
Columbus Macro
Pennsylvania
$801K +$872K +37,265 New
RCA
18
Rowland Carmichael Advisors
Arizona
$772K +$840K +35,916 New
PA
19
PFG Advisors
Arizona
$703K +$29.1K +1,244 +4%
BSWM
20
Boston Standard Wealth Management
Massachusetts
$475K +$517K +22,115 New
VF
21
Virtu Financial
New York
$420K +$1.73K +74 +0.4%
BBA
22
BLB&B Advisors
Pennsylvania
$374K +$407K +17,397 New
LPL Financial
23
LPL Financial
California
$348K +$45.5K +1,945 +14%
CAN
24
Cetera Advisor Networks
California
$272K +$296K +12,648 New
IA
25
IFP Advisors
Florida
$190K -$5.31K -227 -3%

BCI Hedge Fund Activity: Q4 2018 in Review

33 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) for Q4 2018, worth a combined $327M — up 231% from $98.7M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BCI positions and 6 closed out — a net gain of 12 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $84.5M. The largest seller was Cantor Fitzgerald Investment Advisors, cutting an estimated $6.72M.

  • 33 institutional investors held abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) as of Q4 2018, up from 22 in Q3 2018.
  • Funds reported $327M of abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock for Q4 2018, up 231% quarter-over-quarter.
  • 18 funds opened new abrdn Bloomberg All Commodity Strategy K-1 Free ETF positions in Q4 2018 and 6 closed out, a net change of +12 holders.
  • The largest abrdn Bloomberg All Commodity Strategy K-1 Free ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $84.5M added.
  • The largest abrdn Bloomberg All Commodity Strategy K-1 Free ETF seller in Q4 2018 was Cantor Fitzgerald Investment Advisors, an estimated $6.72M sold.

Based on aggregated 13F filings for Q4 2018.