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abrdn Bloomberg All Commodity Strategy K-1 Free ETF

29 hedge funds and large institutions have $187M invested in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

7% more funds holding

Funds holding: 2729 (+2)

1% more capital invested

Capital invested by funds: $186M → $187M (+$1.56M)

2.4% less ownership

Funds ownership: 104.98%102.57% (-2.4%)

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
1
D.A. Davidson & Co
Montana
$56.6M +$1.37M +66,889 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$56M +$2.31M +112,723 +4%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$23.8M +$28.3M +1,381,338 +6,710%
BCI
4
Brinker Capital Investments
Pennsylvania
$14.5M +$15.2M +739,222 +798%
Morgan Stanley
5
Morgan Stanley
New York
$6.56M -$780K -38,022 -9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.87M -$150K -7,291 -2%
3AM
7
3D Asset Management
Connecticut
$5.74M +$6.74M +328,671 New
ST
8
Spinnaker Trust
Maine
$4.04M +$4.75M +231,769 New
Bank of America
9
Bank of America
North Carolina
$3.18M +$3.73M +182,015 +171,712%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$2.68M -$9.62M -469,032 -75%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.61M +$18.7K +912 +1%
PAG
12
Pinnacle Advisory Group
Maryland
$1.43M +$266K +12,955 +19%
LIM
13
Leavell Investment Management
Alabama
$1.13M
ASN
14
Advisory Services Network
Georgia
$777K
Jane Street
15
Jane Street
New York
$634K +$745K +36,305 New
BSWM
16
Boston Standard Wealth Management
Massachusetts
$538K
RIG
17
Ramiah Investment Group
Wisconsin
$465K +$14.3K +695 +3%
LPL Financial
18
LPL Financial
California
$405K -$3.1K -151 -0.6%
OPS
19
Orion Portfolio Solutions
Nebraska
$331K +$212K +10,311 +119%
SPC
20
Sigma Planning Corp
Michigan
$310K -$22.4K -1,090 -6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$225K +$264K +12,887 New
MA
22
Mutual Advisors
Nebraska
$217K -$75.6K -3,686 -23%
Osaic Holdings
23
Osaic Holdings
Arizona
$151K +$177K +8,622 New
SFS
24
Sowell Financial Services
Arkansas
$41K
UBS Group
25
UBS Group
Switzerland
$16K +$19K +926 New

BCI Hedge Fund Activity: Q1 2020 in Review

29 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) for Q1 2020, worth a combined $187M — up 0.84% from $186M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BCI positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $28.3M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $9.62M.

  • 29 institutional investors held abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) as of Q1 2020, up from 27 in Q4 2019.
  • Funds reported $187M of abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock for Q1 2020, up 0.84% quarter-over-quarter.
  • 7 funds opened new abrdn Bloomberg All Commodity Strategy K-1 Free ETF positions in Q1 2020 and 3 closed out, a net change of +4 holders.
  • The largest abrdn Bloomberg All Commodity Strategy K-1 Free ETF buyer in Q1 2020 was Wealth Enhancement Advisory Services, an estimated $28.3M added.
  • The largest abrdn Bloomberg All Commodity Strategy K-1 Free ETF seller in Q1 2020 was Thrivent Financial for Lutherans, an estimated $9.62M sold.

Based on aggregated 13F filings for Q1 2020.