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PIMCO Commodity Strategy Active Exchange-Traded Fund

39 hedge funds and large institutions have $114M invested in PIMCO Commodity Strategy Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

26% more funds holding

Funds holding: 3139 (+8)

1% more capital invested

Capital invested by funds: $114M → $114M (+$785K)

1.95% less ownership

Funds ownership: 36.9%34.94% (-2%)

Holders
39
Holders Change
+8
Holders Change %
+25.81%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
15
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Apollon Wealth Management
South Carolina
$27.3M +$972K +37,331 +4%
ETC
2
Exchange Traded Concepts
Oklahoma
$16.2M -$1.54M -59,220 -8%
BCI
3
Brinker Capital Investments
Pennsylvania
$13.4M +$69.9K +2,684 +0.5%
OPS
4
Orion Portfolio Solutions
Nebraska
$13.4M +$69.9K +2,684 +0.5%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.33M +$307K +11,777 +3%
Wells Fargo
6
Wells Fargo
California
$6.06M +$1.92M +73,584 +44%
AWM
7
AE Wealth Management
Kansas
$5.13M +$240K +9,237 +5%
FDDB
8
Fidelity D&D Bancorp
Pennsylvania
$3.49M +$647K +24,871 +22%
HCM
9
Hollencrest Capital Management
California
$3.34M -$20.1K -771 -0.6%
LIG
10
Lokken Investment Group
Delaware
$3.02M +$974K +37,422 +45%
AF
11
Apollon Financial
South Carolina
$2.31M +$794K +30,506 +50%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.02M +$187K +7,192 +10%
LAS
13
Lloyd Advisory Services
Georgia
$1.51M -$7.24K -278 -0.5%
IAA
14
Independent Advisor Alliance
North Carolina
$1.28M +$1.32M +50,699 New
Allianz Asset Management
15
Allianz Asset Management
Germany
$978K +$1.01M +38,729 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$938K +$646K +24,802 +201%
FIA
17
Foundations Investment Advisors
Arizona
$873K -$24.7K -947 -3%
BOSSRA
18
B.O.S.S. Retirement Advisors
Utah
$818K +$844K +32,413 New
ECA
19
Elevated Capital Advisors
Utah
$563K +$140K +5,395 +32%
FIM
20
Freedom Investment Management
Connecticut
$404K -$33.8K -1,297 -7%
HBS
21
Howard Bailey Securities
Indiana
$390K -$17.1K -655 -4%
GLR
22
Great Lakes Retirement
Ohio
$310K -$7.47K -287 -2%
MWML
23
M Wealth Management LLC
California
$296K +$305K +11,712 New
AWA
24
Authentikos Wealth Advisory
California
$275K +$21.2K +816 +8%
GM
25
GeoWealth Management
Illinois
$265K +$155K +5,940 +131%

CMDT Hedge Fund Activity: Q4 2024 in Review

39 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) for Q4 2024, worth a combined $114M — up 0.69% from $114M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CMDT positions and 5 closed out — a net gain of 8 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.92M. The largest seller was Lake Street Private Wealth, exiting entirely with an estimated $1.96M sold.

  • 39 institutional investors held PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) as of Q4 2024, up from 31 in Q3 2024.
  • Funds reported $114M of PIMCO Commodity Strategy Active Exchange-Traded Fund stock for Q4 2024, up 0.69% quarter-over-quarter.
  • 13 funds opened new PIMCO Commodity Strategy Active Exchange-Traded Fund positions in Q4 2024 and 5 closed out, a net change of +8 holders.
  • The largest PIMCO Commodity Strategy Active Exchange-Traded Fund buyer in Q4 2024 was Wells Fargo, an estimated $1.92M added.
  • The largest PIMCO Commodity Strategy Active Exchange-Traded Fund seller in Q4 2024 was Lake Street Private Wealth, an estimated $1.96M sold.

Based on aggregated 13F filings for Q4 2024.