We are live on ! Find out more
BCI icon

abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI

91 hedge funds and large institutions have $366M invested in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

17% more funds holding

Funds holding: 78 → 91 (+13)

19.36% less ownership

Funds ownership: 79.1% → 59.75% (-19%)

41% less capital invested

Capital invested by funds: $622M → $366M (-$257M)

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
91
Holders Change
+13
Holders Change %
+16.67%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
35
Reduced
16
Closed
18
Calls
$168K
Puts
–
Net Calls
+$168K
Net Calls Change
+$168K

Top Buyers

1
DCM
Disciplina Capital Management
Tennessee
+$12.7M
2
Wells Fargo
Wells Fargo
California
+$11.5M
3
BCI
Brinker Capital Investments
Pennsylvania
+$4.25M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.6M
5
AI
Atria Investments
North Carolina
+$2.53M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$94.8M
2
DADC
D.A. Davidson & Co
Montana
-$94.4M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$15M
4
MA
MCF Advisors
Kentucky
-$14.8M
5
M&T Bank
M&T Bank
New York
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$78M -$377K -13,714 -0.4%
Wells Fargo
2
Wells Fargo
California
$46.9M +$11.5M +418,173 +26%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$26.1M +$1.25M +45,585 +5%
BCI
4
Brinker Capital Investments
Pennsylvania
$25.2M +$4.25M +154,596 +16%
Bank of America
5
Bank of America
North Carolina
$22.6M -$2.8M -101,663 -9%
Morgan Stanley
6
Morgan Stanley
New York
$20.6M +$1.69M +61,380 +7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$18.7M +$2.6M +94,465 +13%
ST
8
Spinnaker Trust
Maine
$11.8M -$5.35M -194,463 -28%
Stifel Financial
9
Stifel Financial
Missouri
$11.1M +$635K +23,083 +5%
DCM
10
Disciplina Capital Management
Tennessee
$10.6M +$12.7M +463,175 New
3LCM
11
3D/L Capital Management
Connecticut
$6.76M +$27.2K +990 +0.3%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$6.7M +$8.02M +291,265 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$6.46M -$94.8M -3,444,695 -92%
AA
14
Aire Advisors
California
$5.37M +$6.42M +233,455 New
FTA
15
Financial & Tax Architects
Missouri
$5.01M +$1.19M +43,086 +25%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.03M +$285K +10,348 +6%
EWM
17
EPG Wealth Management
Georgia
$3.51M +$284K +10,319 +7%
MA
18
Mutual Advisors
Nebraska
$3.48M +$308K +11,176 +8%
CFGS
19
Concourse Financial Group Securities
Alabama
$3.39M +$401K +14,578 +11%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.95M +$379K +13,781 +12%
Truist Financial
21
Truist Financial
North Carolina
$2.88M -$54.9K -1,994 -2%
CWM
22
Congress Wealth Management
Massachusetts
$2.77M +$3.31M +120,315 New
LIM
23
Leavell Investment Management
Alabama
$2.63M +$512K +18,615 +19%
SPFA
24
Summit Place Financial Advisors
New Jersey
$2.2M +$157K +5,700 +6%
AI
25
Atria Investments
North Carolina
$2.12M +$2.53M +92,091 New
1
2 3 4 5

BCI Hedge Fund Activity: Q4 2021 in Review

91 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) for Q4 2021, worth a combined $366M — down 41% from $622M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BCI positions and 18 closed out — a net gain of 13 holders — while 35 added to existing stakes and 16 trimmed.

The largest buyer was Disciplina Capital Management, opening a new position worth an estimated $12.7M. The largest seller was Envestnet Asset Management, cutting an estimated $94.8M.

  • 91 institutional investors held abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) as of Q4 2021, up from 78 in Q3 2021.
  • Funds reported $366M of abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock for Q4 2021, down 41% quarter-over-quarter.
  • 31 funds opened new abrdn Bloomberg All Commodity Strategy K-1 Free ETF positions in Q4 2021 and 18 closed out, a net change of +13 holders.
  • The largest abrdn Bloomberg All Commodity Strategy K-1 Free ETF buyer in Q4 2021 was Disciplina Capital Management, an estimated $12.7M added.
  • The largest abrdn Bloomberg All Commodity Strategy K-1 Free ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $94.8M sold.

Based on aggregated 13F filings for Q4 2021.