CERY

SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF

80 hedge funds and large institutions have $315M invested in SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

47% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 38

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
80
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$1.16M
PAG
27
Private Advisor Group
New Jersey
$1.15M
SAM
28
Smartleaf Asset Management
Massachusetts
$1.15M
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.02M
CW
30
CreativeOne Wealth
Kansas
$872K
AWM
31
Axxcess Wealth Management
California
$860K
SA
32
Sanctuary Advisors
Indiana
$843K
RA
33
RFG Advisory
Alabama
$818K
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$789K
BCI
35
Brinker Capital Investments
Pennsylvania
$700K
NA
36
Novus Advisors
South Carolina
$658K
HH
37
Hilltop Holdings
Texas
$627K
RFS
38
Richardson Financial Services
Massachusetts
$606K
FPWM
39
FSB Premier Wealth Management
Iowa
$539K
VAG
40
VisionPoint Advisory Group
Texas
$489K
CAG
41
Csenge Advisory Group
Florida
$470K
LFG
42
Lockerman Financial Group
California
$460K
OC
43
Oarsman Capital
Wisconsin
$458K
GM
44
GeoWealth Management
Illinois
$455K
GFPC
45
Global Financial Private Client
Florida
$423K
AG
46
Ascent Group
Virginia
$421K
IAA
47
Independent Advisor Alliance
North Carolina
$374K
BWP
48
Balboa Wealth Partners
Arizona
$336K
OWA
49
Outlook Wealth Advisors
Texas
$322K
GS
50
GTS Securities
New York
$303K