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abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI

123 hedge funds and large institutions have $634M invested in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

18% more funds holding

Funds holding: 104 → 123 (+19)

9% more capital invested

Capital invested by funds: $579M → $634M (+$54.8M)

9.26% more ownership

Funds ownership: 70.39% → 79.64% (+9.3%)

0% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 39

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
123
Holders Change
+19
Holders Change %
+18.27%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
30
Increased
39
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
+$45.5M
2
Morgan Stanley
Morgan Stanley
New York
+$23.3M
3
MGP
Metis Global Partners
California
+$17.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$8.63M
5
Bank of America
Bank of America
North Carolina
+$4.51M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.8M
2
EWA
EP Wealth Advisors
California
-$2.58M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.01M
4
Truist Financial
Truist Financial
North Carolina
-$1.29M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$167M -$721K -35,037 -0.4%
MGP
2
Metis Global Partners
California
$63.8M +$17.8M +866,255 +36%
SEI Investments
3
SEI Investments
Pennsylvania
$51M -$221K -10,750 -0.4%
Bank of America
4
Bank of America
North Carolina
$45.5M +$4.51M +219,041 +10%
PWPCM
5
Perella Weinberg Partners Capital Management
New York
$42.8M +$45.5M +2,209,392 New
Morgan Stanley
6
Morgan Stanley
New York
$42M +$23.3M +1,133,153 +110%
BCI
7
Brinker Capital Investments
Pennsylvania
$18.4M +$2.22M +107,941 +13%
OPS
8
Orion Portfolio Solutions
Nebraska
$18.4M +$2.22M +107,941 +13%
FTA
9
Financial & Tax Architects
Missouri
$16.3M +$276K +13,388 +2%
CAM
10
Cresset Asset Management
Illinois
$15.9M +$3.8M +184,712 +29%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$15.2M -$43.7K -2,121 -0.3%
MA
12
MCF Advisors
Kentucky
$13.9M +$161K +7,841 +1%
NL
13
NEPC LLC
Massachusetts
$13.6M – – –
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$9.18M +$8.63M +419,270 +767%
Stifel Financial
15
Stifel Financial
Missouri
$8.68M +$853K +41,439 +10%
PPW
16
Pasadena Private Wealth
California
$7.84M +$187K +9,100 +2%
VT
17
Vise Technologies
New York
$6.09M -$663K -32,193 -9%
DCM
18
Disciplina Capital Management
Tennessee
$5.13M +$1.38M +67,250 +34%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$4.17M -$549K -26,686 -11%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.5M -$2.01M -97,745 -35%
RCA
21
Resonant Capital Advisors
Wisconsin
$3.44M +$1.64M +79,453 +81%
LPL Financial
22
LPL Financial
California
$3.29M -$299K -14,528 -8%
ULWM
23
Upper Left Wealth Management
Florida
$3.23M -$835K -40,568 -20%
AC
24
Aldebaran Capital
Indiana
$3.21M -$24.8K -1,206 -0.7%
AFTS
25
American Financial & Tax Strategies
New York
$3.06M +$3.26M +158,205 New
1
2 3 4 5

BCI Hedge Fund Activity: Q4 2023 in Review

123 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) for Q4 2023, worth a combined $634M — up 9.5% from $579M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BCI positions and 11 closed out — a net gain of 19 holders — while 39 added to existing stakes and 39 trimmed.

The largest buyer was Perella Weinberg Partners Capital Management, opening a new position worth an estimated $45.5M. The largest seller was Susquehanna International Group, cutting an estimated $3.8M.

  • 123 institutional investors held abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) as of Q4 2023, up from 104 in Q3 2023.
  • Funds reported $634M of abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock for Q4 2023, up 9.5% quarter-over-quarter.
  • 30 funds opened new abrdn Bloomberg All Commodity Strategy K-1 Free ETF positions in Q4 2023 and 11 closed out, a net change of +19 holders.
  • The largest abrdn Bloomberg All Commodity Strategy K-1 Free ETF buyer in Q4 2023 was Perella Weinberg Partners Capital Management, an estimated $45.5M added.
  • The largest abrdn Bloomberg All Commodity Strategy K-1 Free ETF seller in Q4 2023 was Susquehanna International Group, an estimated $3.8M sold.

Based on aggregated 13F filings for Q4 2023.