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PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT

49 hedge funds and large institutions have $369M invested in PIMCO Commodity Strategy Active Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

5% more capital invested

Capital invested by funds: $351M → $369M (+$18.4M)

2% more funds holding

Funds holding: 48 → 49 (+1)

1.32% more ownership

Funds ownership: 60.43% → 61.75% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
15
Reduced
15
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
+$20.2M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$13.3M
3
3AM
3EDGE Asset Management
Florida
+$9.79M
4
DWM
Dakota Wealth Management
Florida
+$4.91M
5
LPL Financial
LPL Financial
California
+$3.08M

Top Sellers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$11M
2
Wells Fargo
Wells Fargo
California
-$8.23M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.91M
4
AI
Atria Investments
North Carolina
-$2.48M
5
LCGC
Legacy Capital Group California
California
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
KF
26
Krilogy Financial
Missouri
$269K +$256K +9,285 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$255K +$255K +9,257 New
OBWG
28
Onyx Bridge Wealth Group
New York
$246K +$9.66K +350 +4%
KAS
29
Kestra Advisory Services
Texas
$235K -$176K -6,385 -43%
LCGC
30
Legacy Capital Group California
California
$229K -$1.86M -67,532 -89%
GM
31
GeoWealth Management
Illinois
$156K -$752K -27,250 -83%
LGWM
32
Litman Gregory Wealth Management
California
$101K +$101K +3,675 New
SFS
33
Sunrise Financial Services
Washington
$95.9K +$95.9K +3,475 New
LAS
34
Lloyd Advisory Services
Georgia
$91K +$91K +3,298 New
FFA
35
Farther Finance Advisors
California
$66K +$51.6K +1,871 +359%
Comerica Bank
36
Comerica Bank
Texas
$53.1K – – –
HI
37
Harbour Investments
Wisconsin
$39.3K +$26.7K +969 +213%
MAS
38
MPWM Advisory Solutions
Georgia
$9.79K -$6.13K -222 -38%
GRP
39
Global Retirement Partners
California
$8.72K +$1.71K +62 +24%
JP Morgan Chase
40
JP Morgan Chase
New York
$8.17K +$8.17K +296 New
Morgan Stanley
41
Morgan Stanley
New York
$7.34K -$2.62K -95 -26%
NA
42
Networth Advisors
Pennsylvania
$6.59K +$6.59K +239 New
CA
43
CoreCap Advisors
Michigan
$6.07K -$2.35K -85 -28%
Osaic Holdings
44
Osaic Holdings
Arizona
$3.25K -$20.2K -731 -86%
CAL
45
Capital Analysts LLC
Pennsylvania
$3K +$2.51K +91 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$2K +$2.29K +83 New
EWM
47
Evolution Wealth Management
Florida
$1.93K +$1.93K +70 New
IA
48
IFP Advisors
Florida
$1.6K +$1.6K +58 New
UBS Group
49
UBS Group
Switzerland
$1.16K +$1.16K +42 New
BCMIO
50
Beacon Capital Management Inc (Ohio)
Ohio
– -$11M -400,497 Closed
1
2
3

CMDT Hedge Fund Activity: Q4 2025 in Review

49 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) for Q4 2025, worth a combined $369M — up 5.3% from $351M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CMDT positions and 16 closed out — a net gain of 2 holders — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $20.2M. The largest seller was Beacon Capital Management Inc (Ohio), exiting entirely with an estimated $11M sold.

  • 49 institutional investors held PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) as of Q4 2025, up from 48 in Q3 2025.
  • Funds reported $369M of PIMCO Commodity Strategy Active Exchange-Traded Fund stock for Q4 2025, up 5.3% quarter-over-quarter.
  • 18 funds opened new PIMCO Commodity Strategy Active Exchange-Traded Fund positions in Q4 2025 and 16 closed out, a net change of +2 holders.
  • The largest PIMCO Commodity Strategy Active Exchange-Traded Fund buyer in Q4 2025 was Allianz Asset Management, an estimated $20.2M added.
  • The largest PIMCO Commodity Strategy Active Exchange-Traded Fund seller in Q4 2025 was Beacon Capital Management Inc (Ohio), an estimated $11M sold.

Based on aggregated 13F filings for Q4 2025.