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Direxion Auspice Broad Commodity Strategy ETF

71 hedge funds and large institutions have $180M invested in Direxion Auspice Broad Commodity Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more funds holding

Funds holding: 6371 (+8)

3.57% more ownership

Funds ownership: 65.5%69.06% (+3.6%)

7% less capital invested

Capital invested by funds: $193M → $180M (-$13M)

44% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 32

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
14
Increased
18
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
51
Jaffetilchin Investment Partners
Florida
$381K -$233K -8,121 -37%
KWM
52
Kingsview Wealth Management
Oregon
$328K
CFD
53
Creative Financial Designs
Indiana
$240K -$81.5K -2,834 -25%
Ameriprise
54
Ameriprise
Minnesota
$228K +$236K +8,196 New
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$208K -$57.1K -1,987 -21%
TSS
56
Two Sigma Securities
New York
$206K +$213K +7,421 New
IPW
57
Impact Partnership Wealth
Georgia
$169K -$4.57K -159 -3%
BWM
58
BKM Wealth Management
Wisconsin
$106K +$109K +3,807 New
Loomis, Sayles & Company
59
Loomis, Sayles & Company
Massachusetts
$51K -$3.65K -127 -7%
HI
60
Harbour Investments
Wisconsin
$43K +$44.5K +1,546 New
AA
61
Ancora Advisors
Ohio
$40.3K
UBS Group
62
UBS Group
Switzerland
$34.9K +$36.1K +1,254 New
VCM
63
Versant Capital Management
Arizona
$33.6K
AF
64
Allworth Financial
California
$13.9K
SWM
65
Sanctuary Wealth Management
Idaho
$8.7K
CAM
66
Creekmur Asset Management
Illinois
$6.34K +$6.55K +228 New
FFA
67
Farther Finance Advisors
California
$4.92K +$29 +1 +0.6%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$4.01K +$4.14K +144 New
DFA
69
DHJJ Financial Advisors
Illinois
$779
Fidelity Investments
70
Fidelity Investments
Massachusetts
$56 +$29 +1 +100%
Wells Fargo
71
Wells Fargo
California
$26 +$29 +1 New
FSA
72
Financial Services Advisory
Maryland
-$4.21M -141,682 Closed
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
-$391K -13,168 Closed
WWM
74
Wolff Wiese Magana
California
-$229K -7,724 Closed
Envestnet Portfolio Solutions
75
Envestnet Portfolio Solutions
Illinois
-$224K -7,556 Closed

COM Hedge Fund Activity: Q4 2023 in Review

71 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Direxion Auspice Broad Commodity Strategy ETF (COM) for Q4 2023, worth a combined $180M — down 6.7% from $193M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new COM positions and 6 closed out — a net gain of 8 holders — while 18 added to existing stakes and 32 trimmed.

The largest buyer was Stifel Financial, adding an estimated $5.8M. The largest seller was Atria Wealth Solutions, cutting an estimated $5.85M.

  • 71 institutional investors held Direxion Auspice Broad Commodity Strategy ETF (COM) as of Q4 2023, up from 63 in Q3 2023.
  • Funds reported $180M of Direxion Auspice Broad Commodity Strategy ETF stock for Q4 2023, down 6.7% quarter-over-quarter.
  • 14 funds opened new Direxion Auspice Broad Commodity Strategy ETF positions in Q4 2023 and 6 closed out, a net change of +8 holders.
  • The largest Direxion Auspice Broad Commodity Strategy ETF buyer in Q4 2023 was Stifel Financial, an estimated $5.8M added.
  • The largest Direxion Auspice Broad Commodity Strategy ETF seller in Q4 2023 was Atria Wealth Solutions, an estimated $5.85M sold.

Based on aggregated 13F filings for Q4 2023.