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PIMCO Commodity Strategy Active Exchange-Traded Fund

24 hedge funds and large institutions have $110M invested in PIMCO Commodity Strategy Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+9
Holders Change %
+60%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
5
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
Apollon Wealth Management
South Carolina
$25.5M +$25.5M +936,520 New
ETC
2
Exchange Traded Concepts
Oklahoma
$22.1M +$22.1M +809,625 New
OPS
3
Orion Portfolio Solutions
Nebraska
$14.2M -$282K -10,336 -2%
BCI
4
Brinker Capital Investments
Pennsylvania
$14.2M -$282K -10,336 -2%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.14M -$51K -1,872 -0.6%
AWM
6
AE Wealth Management
Kansas
$4.73M +$583K +21,407 +14%
HCM
7
Hollencrest Capital Management
California
$3.21M +$251K +9,223 +8%
FDDB
8
Fidelity D&D Bancorp
Pennsylvania
$2.54M +$2.54M +93,417 New
LIG
9
Lokken Investment Group
Delaware
$2.17M +$140K +5,156 +7%
LSPW
10
Lake Street Private Wealth
Illinois
$2.09M -$236K -8,650 -10%
RVPG
11
Relative Value Partners Group
$2.09M +$2.09M +76,565 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.69M +$823K +30,197 +95%
LAS
13
Lloyd Advisory Services
Georgia
$1.63M +$1.63M +59,788 New
AF
14
Apollon Financial
South Carolina
$1.59M +$1.59M +58,402 New
FIA
15
Foundations Investment Advisors
Arizona
$1.13M +$1.13M +41,574 New
Jane Street
16
Jane Street
New York
$573K +$573K +21,046 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$467K +$467K +17,142 New
GLR
18
Great Lakes Retirement
Ohio
$336K -$31.6K -1,159 -9%
ECA
19
Elevated Capital Advisors
Utah
$238K +$238K +8,730 New
FIM
20
Freedom Investment Management
Connecticut
$207K +$207K +7,592 New
GM
21
GeoWealth Management
Illinois
$114K +$114K +4,200 New
Osaic Holdings
22
Osaic Holdings
Arizona
$27.5K +$26.8K +983 +3,641%
PA
23
Pineridge Advisors
Missouri
$6.25K -$518 -19 -8%
RWPA
24
Richard W. Paul & Associates
Michigan
$743
Goldman Sachs
25
Goldman Sachs
New York
-$723K -26,638 Closed