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PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT

45 hedge funds and large institutions have $204M invested in PIMCO Commodity Strategy Active Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more capital invested

Capital invested by funds: $114M → $204M (+$89.2M)

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

15% more funds holding

Funds holding: 39 → 45 (+6)

10.97% more ownership

Funds ownership: 34.94% → 45.91% (+11%)

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
15
Reduced
9
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
+$57.9M
2
3AM
3EDGE Asset Management
Florida
+$30.5M
3
AWM
Apollon Wealth Management
South Carolina
+$10.1M
4
TC
TownSquare Capital
Utah
+$3.58M
5
ETC
Exchange Traded Concepts
Oklahoma
+$3.14M

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$13.4M
2
OPS
Orion Portfolio Solutions
Nebraska
-$13.4M
3
AWM
AE Wealth Management
Kansas
-$4.72M
4
LAS
Lloyd Advisory Services
Georgia
-$1.51M
5
IAA
Independent Advisor Alliance
North Carolina
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
26
Arete Wealth Advisors
Illinois
$421K +$412K +15,715 New
MTC
27
Matrix Trust Company
Colorado
$335K +$328K +12,515 New
Jane Street
28
Jane Street
New York
$299K +$66.8K +2,544 +29%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$288K +$282K +10,743 New
PCG
30
Prosperity Consulting Group
Maryland
$252K +$247K +9,410 New
BOC
31
Blue Oak Capital
California
$239K -$27K -1,030 -10%
BWMG
32
Barnes Wealth Management Group
California
$212K +$208K +7,910 New
MWML
33
M Wealth Management LLC
California
$209K -$102K -3,900 -33%
AF
34
Allworth Financial
California
$146K +$149K +5,693 New
FNWA
35
Financial Network Wealth Advisors
Utah
$138K +$135K +5,153 New
Osaic Holdings
36
Osaic Holdings
Arizona
$84.8K -$22.5K -859 -21%
CA
37
Continuum Advisory
Idaho
$43.7K +$42.8K +1,632 New
PWA
38
Principia Wealth Advisory
Texas
$24.7K -$8.92K -340 -26%
MAS
39
MPWM Advisory Solutions
Georgia
$19.4K – – –
FFA
40
Farther Finance Advisors
California
$12.4K +$12.2K +466 New
Morgan Stanley
41
Morgan Stanley
New York
$4.15K +$4.07K +155 New
MG
42
Mather Group
Illinois
$3.37K +$3.31K +126 New
PS
43
Principal Securities
Iowa
$1.14K – – –
LRWM
44
Lord & Richards Wealth Management
Colorado
$910 +$892 +34 New
PSFG
45
Park Square Financial Group
Georgia
$375 -$4.64K -177 -93%
LAS
46
Lloyd Advisory Services
Georgia
– -$1.51M -59,663 Closed
IAA
47
Independent Advisor Alliance
North Carolina
– -$1.28M -50,699 Closed
BOSSRA
48
B.O.S.S. Retirement Advisors
Utah
– -$818K -32,413 Closed
FIM
49
Freedom Investment Management
Connecticut
– -$404K -16,026 Closed
HBS
50
Howard Bailey Securities
Indiana
– -$390K -15,451 Closed
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CMDT Hedge Fund Activity: Q1 2025 in Review

45 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) for Q1 2025, worth a combined $204M — up 78% from $114M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CMDT positions and 13 closed out — a net gain of 6 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $57.9M. The largest seller was Brinker Capital Investments, cutting an estimated $13.4M.

  • 45 institutional investors held PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) as of Q1 2025, up from 39 in Q4 2024.
  • Funds reported $204M of PIMCO Commodity Strategy Active Exchange-Traded Fund stock for Q1 2025, up 78% quarter-over-quarter.
  • 19 funds opened new PIMCO Commodity Strategy Active Exchange-Traded Fund positions in Q1 2025 and 13 closed out, a net change of +6 holders.
  • The largest PIMCO Commodity Strategy Active Exchange-Traded Fund buyer in Q1 2025 was Allianz Asset Management, an estimated $57.9M added.
  • The largest PIMCO Commodity Strategy Active Exchange-Traded Fund seller in Q1 2025 was Brinker Capital Investments, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2025.